Senior Private Client Advisor
Marsh & McLennan Companies, Inc.
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At a glance
Requirements
Credentials this posting asks for.
Job overview
Marsh & McLennan Companies, Inc. is hiring a Senior Private Client Advisor. The Senior Private Client Advisor will dive deep into client exposures, recommend tailored insurance products, present market data, anticipate needs, gather risk information, create renewal proposals, conduct advisory reviews, grow business through referrals, and negotiate with carriers to secure comprehensive coverage.
Key focus areas include Dive deep into client exposures and loss experiences to understand current coverages, Recommend tailored insurance products that fit client needs, and Present accurate market data and help clients navigate complex risks.
Important skills include Personal Lines Insurance, High Net Worth Clientele, and Client Service Orientation.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
Job Duties
Senior Private Client Advisor
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. 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 make your mark as a Senior Client Advisor at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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: MRSH).
A day in the life.
As our Senior Private Client Advisor on the Private Client Services team, you'll be diving deep into client exposures and loss experiences to understand their current coverages. Your goal is to recommend the right products and services that fit their needs perfectly. You'll also be presenting clients with accurate market data, helping them navigate complex risks with informed advice. Proactive service is key here. You'll be anticipating client needs and addressing their questions-whether in person, over the phone, or via email. Gathering information about their risk management needs and financial loss tolerance will allow you to propose tailored solutions that effectively manage their risks. When it comes to renewals, you'll create and present proposals to existing clients and conduct annual Client Advisory reviews to keep them engaged and informed. Your success will be measured by client retention, so delivering exceptional service is crucial. Plus, you'll be looking to grow the business through referrals and expanding client programs. Negotiation skills will come into play as you work with multiple insurance carriers to secure comprehensive coverage options for your clients, all while ensuring compliance with industry laws and regulations.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
3 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:
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 of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
To learn more about a career at MMA, check us out our website or flip through recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
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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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LI-PCS
The applicable base salary range for this role is $66,000 to $123,100.
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 retirement programs as well as employee assistance programs.
Apply here: https://www.aplitrak.com/?adid=YmJnZW5lcmljLjM2NjU4LjEzNzk4QG1tY2NvbXAuYXBsaXRyYWsuY29t
Minimum Education Required
Not Specified
Minimum Experience Required
Not Specified
Shift
First (Day)
Number of Openings
1
Compensation
$66,000.00 - $123,100.00 / Annually
Postal Code
55415
Job Type
Full Time
Place of Work
On-site
Requisition ID
46434
Job Benefits
See job description
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