Financial consultant providing advisory services for clients' financial needs. Engaging with existing clients to support their financial decisions through online consultations.
About the role
- Client Specialist managing business insurance solutions at Marsh McLennan Agency. Servicing and growing commercial accounts while collaborating with the Account Director/Executive.
Responsibilities
- Work directly with the Account Director / Account Executive
- Responsible for servicing, growing, and retaining an existing commercial book of business
- Manage workload by processing daily servicing tasks
- Assist the team with marketing and placement of new & renewal commercial accounts
Requirements
- Bachelor’s degree preferred
- Minimum 1-3 years commercial insurance experience is preferred
- Property/Casualty license or ability to attain preferred
- Licensed Insurance Counselor license or ability to attain is required
- Must be a self-starter, be able to work under extreme pressure, multi-task, be detailed and meet deadlines
- Ability to work well with people, in a team environment, and to communicate effectively at all levels is required
- Excellent verbal and written communication skills and a proven ability to establish relationships at all levels
- Flexibility and creativity for developing innovative and customized business solutions
- Strong analytical and problem-solving skills
- High level of proficiency with Microsoft Office applications to include Excel, Word, PowerPoint, and Outlook preferred.
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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