Private Client Services Advisor

Marsh McLennan•Fargo, ND

139d•Hybrid

About The Position

Private Client Services Advisor – Sales 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 Services 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: MMC). A day in the life. As our Private Client Services Advisor on the Sales team, you’ll develop relationships with prospective individuals in our community leading to qualified opportunities to recommend solutions to meet individuals insurance needs. You’ll continue to manage the executive-level client relationships while appropriately delegating daily activities to practice group team-members. These activities are accomplished by building client relationships and consultative sales skills while utilizing the MMA sales model and value-added resources.

Requirements

High school diploma or general education degree
2+ years’ experience and/or training in insurance industry, and exposure to the private client services rating systems
2+ years managing client relationships including face-to-face client interactions & meetings

Nice To Haves

Bachelor’s degree in risk management, business or closely related field
Property & casualty license (Required within first 3 months)

Responsibilities

Actively work to build a profitable book of business utilizing MMA resources to identify and close qualified prospects, while meeting or exceeding individual sales goals
Actively engage in networking and establishing centers of influence
Participate in ongoing training, education and sales meetings to improve sales skills and enhance industry and product knowledge
Utilize our MMA Sales Methodology to more effectively engage with prospects and clients
Coordinate highest levels of client service with the account management team for new business, renewals, mid-year reviews, and claims/experience reports
Utilize the Salesforce system to manage the sales process for prospects and clients
Provide our clients with strong technical advice and risk management consulting services that meet their insurance needs while ensuring compliance with all company polices and regulations