Senior Private Client Advisor

1 Month ago • 5 Years +

Job Summary

Job Description

Marsh McLennan Agency is seeking a Senior Private Client Advisor to join their Private Client Services National team. The role involves supporting a high-volume book of business for private clients, reviewing client exposures, loss experience, and current coverages, and recommending appropriate products and services. The advisor will present market data, advise on complex risks, provide proactive client service, gather risk management and financial loss tolerance information, and propose solutions. Responsibilities also include creating and presenting renewal proposals, conducting client advisory reviews, managing client retention through exceptional service, and developing new business through referrals. The role requires negotiating with insurance carriers to provide comprehensive coverage options while adhering to industry regulations.
Must have:
  • 5 years personal lines insurance experience with High Net Worth clientele
  • Property & Casualty (P&C) License
  • Client service orientation
  • Ability to travel for client and company meetings
Good to have:
  • Bachelors degree
  • Professional designations (e.g., CPCU, CIC, CPRIA)
  • Experience with luxury carriers (AIG, Chubb, PURE)
Perks:
  • Generous time off
  • Tuition reimbursement
  • Professional development opportunities
  • Hybrid and flexible work
  • Charitable contribution match programs
  • Stock purchase opportunities
  • Inclusive Culture
  • Competitive compensation
  • Health and welfare benefits
  • 401K savings
  • Wellbeing programs
  • Employee assistance programs

Job Details

Company:

Marsh McLennan Agency

Description:

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. Its a result of hard work by extraordinary people. More than 11,000 of the industry's 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 team.

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 our Senior Private Client Advisor on the Private Client Services team, you'll successfully support a high-volume book of business to our Private Client clientele and work alongside tenured colleagues to gain experience and skill sets for professional growth:

  • Reviews client exposures, 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 proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, over the phone or via email.

  • Gathers information from client related to risk management needs, financial loss tolerance and evaluate and propose a variety of solutions to manage clients risk.

  • Creates and presents renewal proposals to existing clients and conducts annual interactive Client Advisory reviews.

  • Accountable for client retention through delivery of exceptional client service and new business development through referrals and expanded client programs.

  • Negotiates 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

Our future colleague.

Wed love to meet you if your professional track record includes these skills:

  • 5 years personal lines insurance experience with High Net Worth clientele

  • Property & Casualty (P&C) License

  • Client service orientation with balance on managing expectations

  • Ability to travel for client and company meetings as needed

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 relationships with luxury carriers, such as AIG, Chubb, PURE

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're 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. We've 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 opportunities

  • Hybrid 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: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

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, 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.

#MMAPCS

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About The Company

Marsh McLennan (NYSE: MMC) is the world's leading professional services firm in the areas of risk, strategy and people. The Company's 76,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions. Guy Carpenter develops advancedrisk,reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients.

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