Private Client Advisor

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Job description

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 11,000 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 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 our Private Client Advisor on the Private Client Services team, youll successfully support a high-volume book of business to our Private Client clienteleand 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 serviceand 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:
2 plus 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. 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 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: (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:
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The applicable base salary range for this role is $52,500 to $92,200. 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, 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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