Company :
Marsh McLennan Agency
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 10,000 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 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.
- 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.
We'd 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 :
- Bachelor's 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, 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
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 :
- https : / / www.instagram.com / lifeatmma /
- https : / / www.facebook.com / LifeatMMA
- https : / / www.linkedin.com / company / marsh-mclennan-agency /
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.
MMAPCSN
Tax Senior Associate - Private Client Services (PCS)
EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines. About our Private Client Services (PCS) Team:. The EisnerAmper Private...
Tax Senior Manager, Private Client Advisors
Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors. Train and develo...
Private Client Financial Advisor - West Philadelphia, PA
Private Client Financial Advisor - West Philadelphia, PA. ...
Tax Supervising Senior, Private Client Advisors
Identify key planning opportunities throughout the year and develop a framework for tax strategies that best align with client needs and goals. Maintain great relationships with clients, understanding their unique needs to provide a tailored service . ...
Private Client Financial Advisor-Blue Bell PA
Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Private Client Financial Advisor-Blue Bell PA. The Citizens PCFA is a branch-based advisor who excel...
Tax Senior Manager, Private Client Services
A Private Client Services (PCS) Tax Senior Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services t...
Tax Senior - Private Client Services
Tax Senior - Private Client Services. Our Tax practice seeks an experienced and accomplished tax professional with strong technical skills, leadership capabilities, and experience in providing sophisticated tax planning, consulting and compliance services tailored exclusively to high-net-worth indiv...
J.P. Morgan Wealth Management - Private Client Advisor - Pennsylvania (Multiple Locations)
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...
Private Client Financial Advisor - Philadelphia, PA
Private Client Financial Advisor - Philadelphia, PA. ...
Private Client Advisor II
The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs. Retention of clients ...