Position Overview
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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