Private Client Advisor
About The Position
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 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).
Requirements
- 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
Nice To Haves
- Bachelor’s degree
- Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
- Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE
Responsibilities
- Diving deep into client exposures and loss experiences to understand their current coverages.
- Recommending the right products and services that fit their needs perfectly.
- Presenting clients with accurate market data, helping them navigate complex risks with informed advice.
- 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 to propose tailored solutions.
- Creating and presenting proposals to existing clients for renewals.
- Conducting annual Client Advisory reviews to keep clients engaged and informed.
- Working with multiple insurance carriers to secure comprehensive coverage options for clients.
- Ensuring compliance with industry laws and regulations.
- Growing the business through referrals and expanding client programs.
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
