Private Client Advisor Manager - Hybrid NYC

Marsh McLennan•Madison, NY

10d•Hybrid

About The Position

Client Advisor Manager - Hybrid schedule 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 Manager 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: MMC). A day in the life. As our Private Client Advisor Manager , you'll be at the helm of a dynamic team, guiding client advisory efforts and ensuring our clients receive top-notch service. You'll keep a pulse on client satisfaction, proactively delivering solutions that meet their needs. Collaboration is key, so you'll work closely with our sales team to assign client advisors and manage smooth transitions. Working collaboratively with various business units, you'll promote a OnePCS mindset and build strong relationships across the organization. Building and nurturing relationships with Centers of Influence (COIs) will be a priority, as these connections can enhance our service offerings. You'll also take charge of forecasting and conducting performance reviews, addressing any underperformance to keep the team on track. Managing relationships with local and regional carriers is essential, and you'll stay informed about contract changes and underwriting guidelines to ensure compliance with regulatory requirements while overseeing the audit process. Your role will involve handling client communications and presentations, as well as participating in hiring and interviewing processes to bring in the best talent . You'll analyze workload and manage resources effectively, conducting regular staff meetings and one-on- ones to foster development. For larger clients, you'll participate in advisory reviews and assist in resolving complex client or underwriting issues. Your focus will be on colleague development, training, and succession planning, ensuring our team is well-prepared for the future. You'll monitor key performance indicators (KPIs) to deliver solid financial results and develop business plans that set clear goals for referrals, new business, and cross-selling opportunities for Client Advisors. Additionally, you'll manage reporting requirements on a weekly, monthly, and quarterly basis while leading a hybrid workforce. Embracing change and adapting as needed, you'll reinforce the M arsh M cLennan Agency P rivate C lient S ervice vision and communicate effectively to provide clear and consistent leadership during transitions.

Requirements

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
5+ years experience managing individuals and team goals
3-5+ years personal insurance background required with client facing experience
Demonstrate an understanding of cultivating opportunities from within their client’s centers of influence

Responsibilities

Guiding client advisory efforts and ensuring clients receive top-notch service
Keeping a pulse on client satisfaction, proactively delivering solutions that meet their needs
Collaborating with our sales team to assign client advisors and manage smooth transitions
Working collaboratively with various business units, you'll promote a OnePCS mindset and build strong relationships across the organization
Building and nurturing relationships with Centers of Influence (COIs)
Taking charge of forecasting and conducting performance reviews, addressing any underperformance to keep the team on track
Managing relationships with local and regional carriers
Staying informed about contract changes and underwriting guidelines to ensure compliance with regulatory requirements while overseeing the audit process
Handling client communications and presentations
Participating in hiring and interviewing processes to bring in the best talent
Analyzing workload and manage resources effectively, conducting regular staff meetings and one-on- ones to foster development
Participating in advisory reviews and assist in resolving complex client or underwriting issues for larger clients
Focusing on colleague development, training, and succession planning
Monitoring key performance indicators (KPIs) to deliver solid financial results
Developing business plans that set clear goals for referrals, new business, and cross-selling opportunities for Client Advisors
Managing reporting requirements on a weekly, monthly, and quarterly basis while leading a hybrid workforce
Embracing change and adapting as needed
Reinforcing the M arsh M cLennan Agency P rivate C lient S ervice vision and communicate effectively to provide clear and consistent leadership during transitions