Private Client Advisor Team Manager

Marsh•San Francisco, CA

12d•$89,500 - $166,900•Hybrid

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 Private 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: MRSH).

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

Guide client advisory efforts and ensure clients receive top-notch service.
Keep a pulse on client satisfaction, proactively delivering solutions that meet their needs.
Work closely with the sales team to assign client advisors and manage smooth transitions.
Collaborate with various business units to promote a OnePCS mindset and build strong relationships across the organization.
Build and nurture relationships with Centers of Influence (COIs).
Take charge of forecasting and conducting performance reviews, addressing any underperformance.
Manage relationships with local and regional carriers, staying informed about contract changes and underwriting guidelines.
Ensure compliance with regulatory requirements while overseeing the audit process.
Handle client communications and presentations.
Participate in hiring and interviewing processes.
Analyze workload and manage resources effectively.
Conduct regular staff meetings and one-on-ones to foster development.
Participate in advisory reviews for larger clients and assist in resolving complex client or underwriting issues.
Focus on colleague development, training, and succession planning.
Monitor key performance indicators (KPIs) to deliver solid financial results.
Develop business plans that set clear goals for referrals, new business, and cross-selling opportunities for Client Advisors.
Manage reporting requirements on a weekly, monthly, and quarterly basis.
Lead a hybrid workforce.
Reinforce the Marsh McLennan Agency Private Client Service vision and communicate effectively to provide clear and consistent leadership during transitions.
Embrace change and adapt as needed.