Personal Lines Advisor

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Personal Lines Advisor at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

As our Personal Lines Advisor on the Personal Lines team, you’ll be responsible for selling new business accounts, soliciting opportunities from existing clients and maintaining relationships with referral sources, including MMA colleagues.  

The Personal Lines Advisor role includes participation in the PL sales team by impacting the new business growth and retention by providing coverage solutions. Activities include but are not limited to new and occasional renewal marketing, handling client questions and requests as they pertain to the sales process, policy checking and coverage review.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Receive phone calls and office visitors requesting new or adding additional Personal Lines business.Determine acceptability and placement, complete applications and collect premium when applicable.Utilize carrier websites and online rating systems.Maintain client files accurately and consistently.   Properly document files and communicate in accordance with company workflows, procedures and Best Practices.  Maintain a high degree of accuracy in agency management and document management systems. Maintain timely automated follow-up on outstanding activities and correspondence.Knowledge of underwriting and rating procedures for all types of personal lines policies including performing underwriting functions whenever necessary.Adhere to department and agency protocol and Best Practices.Participate in department meetings.Provide training to others as requested.Perform other duties as requested.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

Current Florida 2-20 license or willingness to obtain.College degree desirable or equivalent combination of education and experienceMinimum 2 years experience with knowledge of Florida insurance markets and underwriting procedures.Maintain a cordial and effective relationship with clients, colleagues, carriers, vendors and other business contacts.  Ability to work in a team environment.Interact with others effectively by utilizing strong written, oral and interpersonal communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.Comfortable with internet-based programs as well as intermediate knowledge of Microsoft office products.  Knowledge of Epic, Sagitta/ImageRight preferred, but not required.Excellent time management skills. Ability to prioritize and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.Ability to explain complex issues, receive and interpret complex information and respond appropriately

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

Generous time off, including personal and volunteeringTuition reimbursement and professional development opportunitiesHybrid workCharitable contribution match programsStock purchase opportunities

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.

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Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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