Senior Private Client Advisor
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 10,000 of the industrys brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.Learn more about what makes us different and how you can thrive as a Senior Private Client Advisor at Marsh McLennan Agency Private Client Services National.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As a Private Client Advisor on the Private Client Services National team, youll successfully support a high-volume book of business associated with a transformational center of influence relationship and work alongside tenured colleagues to gain experience and skill sets for professional growth:Reviews client exposures, risk tolerance, loss experience and current coverages and recommends appropriate products and services.
Presents clients with accurate market data from appropriate resources to advice and counsel on complex risks
Provides day-to-day client service by responding to client questions and issues on Zoom, over the phone or via email
Ensuring availability to answer incoming calls from clients during the designated time frame (8:00 am 5:00 pm ET)
Address client inquiries, concerns, and requests via phone coverage in a courteous and helpful manner
Directing calls to the appropriate department or team member for further assistance, if needed
Creates and presents renewal proposals to existing clients and conducts annual interactive Client Advisory Reviews where appropriate(Zoom and Phone)Understands, introduces and leverages the services of Private Client Services (PCS) Specialty Practices areas, as appropriate, including surplus lines placements
Accountable for client retention through delivery of exceptional client service
Confidence in cultivating opportunities from within the centers of influence
Responsible for new business development of assigned book of business through referrals and expanding existing client programsNegotiates with multiple insurance carriers to provide comprehensive coverage options for clients and prospects, while conforming to all laws, regulations and requirements governing the insurance industry
Ability to quote coverages for existing clients
Communicates clients risk solution and binding instructions to carriers
Implements and maintains a quality service plan ensuring the accuracy of binders, policies, and other relevant documents that are delivered to clientsUtilizes the Agency Management System in an accurate and timely manner to enter and maintain all pertinent account information
Ensures that all regulatory requirements are met and complies with all internal policies and procedures
Escalates internal and external service concerns that clients may be experiencing to appropriate departments for action and prevention of further client impact
Our future colleague.
Wed love to meet you if your professional track record includes these skills: Previous personal lines insurance experience with High Net Worth clientele
Property & Casualty (P&C) LicenseClient facing experience
Client service orientation with balance on managing expectations
Ability to work well in a team environment
Strong technical and computer skills (MS Office tools, etc.)
Flexibility to travel in the surrounding local area as client and company needs require
These additional qualifications are a plus, but not required to apply: Bachelors degree
Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.Previous experience with an Agency Management System preferred
Key relationships with luxury carriers, such as AIG, Chubb, PURE
We know there are excellent candidates who might not check all of these boxes. Dont be shy. If youre close, wed be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. Weve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are: Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunitiesHybrid and flexible work
Charitable contribution match programs
Stock purchase opportunities
Inclusive Culture
Competitive compensation
To learn more about a career at MMA, check us out online: (link removed) or flip through our recruiting brochure: (link removed)
Follow us on social media to meet our colleagues and see what makes us tick: (link removed)
(link removed)(link removed)
The applicable base salary range for this role is $62,600 to $117,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements.Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other wellbeing programs as well as employee assistance programs.
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, andambition 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.
#MMAPCS#LI-Hybrid