Business Insurance Client Advisor

Marsh McLennan

Business insurance Client Advisor managing renewals, client service, and accounts for Marsh McLennan Agency. Advising clients on insurance products while mentoring associates and supporting retention.

Posted 8/17/2026full-timeFort Lauderdale • Florida • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account management within the insurance sector, with a strong focus on client retention, communication, and problem-solving. Proficient in using the Sagitta agency management system and Microsoft Office products to enhance service delivery and operational efficiency.

Highest-signal resume keywords

Florida 2-20 Insurance LicenseAccount Management ExperienceClient Retention StrategiesSupervisory ExperienceMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementInsurance Terminology KnowledgeClient Accounts Receivables ManagementClient Accounts Payables ManagementTime ManagementOrganization SkillsAbstract Reasoning

Soft Skills

Customer Service SkillsClear CommunicationMentoring

Tools & Technologies

Sagitta Agency Management SystemDocument Management System

Certifications & Qualifications

Florida 2-20 Insurance License

Industry Keywords

Insurance ProductsClient ServiceRenewal ProcessTechnical Insurance Advice

About the role

Key responsibilities & impact

Manage the renewal process
Provide insurance advice on technical aspects and service support for new and renewal business
Maintain client retention of existing accounts
Provide communication and client service to internal and external clients
Master the Sagitta agency management system and document management system
Mentor associates
Solve problems, including through abstract reasoning
Manage client accounts receivables and payables
Apply time management and organization skills
Pursue professional growth and development

Requirements

What you’ll need

High school diploma or equivalent
Active and current Florida 2-20 insurance license
5 years of account management experience within an insurance agency
Experience in a supervisory or team lead role
Strong proficiency in Microsoft Office products
Excellent customer service skills
Ability to communicate clearly in writing and verbally
Thorough knowledge of insurance terminology and insurance products and their usage

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