Business Insurance Consultant

Marsh McLennan is a leading global professional services firm, and they are seeking a Business Insurance Consultant to develop client relationships and identify new business opportunities. This role involves consulting with clients about their insurance needs and coordinating services while working under the supervision of the Practice Group Leader and Director of Business Insurance Sales.

Responsibilities

• Responsible for developing existing client relationships and new business opportunities via meetings, telephone calls, networking events, building a Center of Influence Network and emails as agreed upon by the associate, Director of Business Insurance Sales and Practice Group Leader
• Consult with clients and prospects regarding their Business Insurance Insurance needs (Property and Casualty, Workers Compensation, etc.) to identify how they can make their business more profitable
• Conduct a first appointment asking need based questions to better understand business and insurance needs
• Understand how to take that information and put together an appropriate capabilities presentation to pursue a Broker of Record
• Evaluate and assess client’s needs and coverages to complete a thorough submission and underwriting narrative. Advise on existing product solutions and forthcoming product developments
• Coordinate servicing of the client within the scope of the services available
• Regularly meet with the Director of Business Insurance Sales to strategize regarding prospect pipeline, and review goals and sales performance against targets as experience is gained
• Represent the firm at trade exhibitions and events
• Record sales information and provide to appropriate departments within the firm, including proficient use of Salesforce and Sagitta
• Develop problem-solving skills to understand, anticipate, and meet clients' needs
• Attend departmental and sales meetings as required
• Attend monthly Learning Path meetings to develop both their insurance knowledge and sales expertise
• Identify needs and competencies to be acquired, and make use of training opportunities
• Learn client policy requirements, internal systems such as Salesforce AgencyInsight, ACT and ImageRight, and departmental procedures/policies
• Plan ahead and problem solve - anticipate, report, and help resolve problems that occur

Skills

• College degree
• Obtain and maintain a valid unrestricted Property & Casualty License in CA and meet the continuing education requirements
• Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form
• A confident and determined approach with the capacity to flourish in a competitive environment
• Resilience and the ability to cope with rejection
• A high degree of self-motivation and drive
• The ability to work both independently and as part of a team
• Proficiency with personal computers and Microsoft Office applications and the ability to operate standard office equipment
• Demonstrated ability to develop, plan, and implement short- and long-range goals
• Skill in organizing resources and establishing priorities
• Must have a strong attention to detail
• Must maintain client confidentiality
• A valid Drivers License and reliable transportation

Benefits

• Health and welfare benefits
• Tuition assistance
• 401K savings
• Other retirement programs
• Employee assistance programs

Company Overview

Company H1B Sponsorship