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Business Unit Client Advisor
Marsh McLennanClient Advisor responsible for client retention and insurance consultation at MMA, managing a client book averaging $15,000 in revenue. Proposing additional coverages while mentoring less experienced agency employees.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client retention and service within the commercial insurance sector, with a strong focus on managing client accounts, providing professional insurance advice, and maintaining accurate documentation. Proficient in utilizing insurance management systems and Microsoft Office tools to enhance operational efficiency.
Highest-signal resume keywords
Florida 2-20 LicenseCommercial Insurance ExperienceClient Relationship ManagementSagitta & ImageRight SystemsMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Program ReviewPolicy PreparationLoss Run ReportingClient Renewal ManagementCoverage Proposal Development
Soft Skills
Effective CommunicationIndependent JudgmentProblem SolvingAnalytical SkillsMentoring
Tools & Technologies
SagittaImageRightMicrosoft OutlookMicrosoft ExcelMicrosoft Word
Certifications & Qualifications
Florida 2-20 License
Industry Keywords
Client RetentionCommercial Lines CoverageInsurance ConsultationDocument Management SystemClient Records Management
About the role
Key responsibilities & impact- Responsible for client retention and service by providing professional insurance advice and consultation services
- Responsible for reviewing individual client insurance program(s) and proposing additional coverages & limits for client consideration
- Accountable for managing a book of business with clients that average up to $15,000 in revenue
- Perform various service functions on assigned accounts including preparing new & renewal policies, applications & submissions, and loss run reports
- Responsible for managing client renewal process within defined guidelines
- Ensure certificate templates are accurate & up to date
- Issue binders, endorsements, auto ID cards & schedules of insurance
- Maintain client records in Sagitta & ImageRight systems
- Develop a comprehensive network within & outside of the company to assist with decision making
- Be available to mentor less experienced agency employees
Requirements
What you’ll need- Current Florida 2-20 License
- Two years commercial insurance related experience and/or training
- Possess skills necessary to communicate with clients, carriers and prospects concerning commercial lines of coverage
- Intermediate knowledge of Microsoft Outlook, Excel and Word
- Ability to maintain and organize electronic files on the company document management system
- Ability to exercise independent judgment & sound problem solving skills
- Effective analytical skills and ability to manage multiple tasks
Benefits
Comp & perks- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities