Senior Private Client Advisor

Description :

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.

More than 9,000 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 MMA 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 world’s 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 client’s risk
• Creates and presents renewal proposals to existing clients and conducts annual interactive Client Advisory reviews where appropriate
• Understands, introduces and leverages the services of Private Client Services (PCS) Specialty Practices areas, as appropriate, including surplus lines placements
• Conducts Client Advisory Reviews via face-to-face meetings. On larger or more complex clients a manager / colleague will be present
• Ability to quote coverages for existing clients
• Confidence in cultivating opportunities from within their client’s centers of influence
• Responsible for new business development of assigned book of business through referrals and expanding existing client programs
• Builds relationships with clients, MMA PCSN colleagues and centers of influence that facilitate asking for and receiving high quality referrals that become clients
• Accountable for client retention through delivery of exceptional client service
• 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
• Implements and maintains a quality service plan ensuring the accuracy of binders, policies, and other relevant documents that are delivered to clients
• Communicates client’s risk solution and binding instructions to carriers
• Utilizes 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.

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

• 3 - 5 years’ insurance experience with High Net Worth clientele
• Property & Casualty (P&C) License
• Previous Personal Lines Insurance experience with High Net Worth clientele
• Client facing experience
• Client service orientation with balance on managing expectations
• Excellent verbal & written communication skills
• Ability to maintain confidentiality and professionalism
• Ability to adhere to policies, practices & procedures
• 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 :

• Bachelor’s degree
• P&C License
• 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. 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 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
9 days ago