About the role
Employee Health & Benefits Advisors are responsible for negotiating, selling and managing relationships with new and existing clients. In addition, Advisors are fiscally responsible for each of their insurance accounts and are sales focused not day-to-day service focused.
Principal Duties and Responsibilities
- Involved in the community and business situations in order to become connected with prospective clients through association
- Work with prospective clients to identify ways in which Marsh McLennan Agency can partner with prospects on their insurance needs
- Partner with internal Client Executives and other support teams to strategically identity and market new accounts to meet the best interests and needs of the prospect
- Responsible for retaining existing accounts while meeting new account productions standards each year
- Responsible for account receivables
- Responsible for obtaining and/or assigning the collection of information needed for the renewal marketing process to begin
- Accountable for staying current on the insurance coverages of existing accounts as a means of maintaining credibility with and offering technical support to the client
- Establish a regular schedule for client visits to review coverages, contracts, coordinate claims review and other various meetings
- Conduct all business in accordance with established policies and procedures
- Attend onsite and offsite client meetings as necessary
- Other duties as assigned
Knowledge, Skills and Abilities
Required:
- High School Diploma
- 3+ years of insurance experience or the ability to learn and validate salary within 3 years
- Licensed in Arizona Life, Health and Disability
- Ability to network and create sales leads
- Ability to influence and close prospecting opportunities
- Proven track record of being self motivated and a self starter
- Ability to analyze and interpret quotes and plan designs
- Ability to effectively communicate, both written and verbally, with internal and external parties
- Excellent time management, organizational and multi-tasking skills with high attention to detail
- Ability to build and maintain effective relationships with carriers, peers and clients
- Ability to work independently and in cross-functional teams
- Working knowledge of Microsoft Office Products (Outlook, Word, Excel, Power Point)
Preferred:
- Dual License in Arizona Property/Casualty
- Bachelors degree in related discipline
- Continuing education such as RHU, REBC, CEBS, or CBP
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