Client Advisor
HybridSarasota, Florida, United States or Clearwater, Florida, United States
Job Summary
Client Advisor / Business Insurance Account Manager at Marsh McLennan Agency responsible for managing a high-profile, revenue-critical book of business. Duties include managing renewal processes, providing technical insurance advice, client service for internal and external clients, using Sagitta for agency management, mentoring associates, and handling client receivables/payables. Requires knowledge of business insurance contracts, regulatory considerations, and the ability to operate with a hybrid work arrangement across offices in Clearwater and Sarasota. The role emphasizes relationship management, problem solving, and ongoing professional development.
Required Qualifications
- Current 2-20 license
- Extensive knowledge of business insurance policy contracts/coverages
- Extensive understanding of regulatory, legislative, and legal issues surrounding commercial insurance
- Familiarity with Sagitta Agency Management System or willingness to learn
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