Senior Private Client Advisor - NY Metro

Marsh McLennan • New York, NY

271d

About The Position

As our Senior Private Client Advisor on the Private Client Services team, you'll successfully support a high-volume book of business to our Private Client clientele and work alongside tenured colleagues to gain experience and skill sets for professional growth. MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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).

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

• Reviews client exposures, loss experience and current coverages and recommends appropriate products and services.
• Presents clients with accurate market data from appropriate resources to advice and counsel on complex risks.
• Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, over the phone or via email.
• Gathers information from client related to risk management needs, financial loss tolerance and evaluate and propose a variety of solutions to manage client's risk.
• Creates and presents renewal proposals to existing clients and conducts annual interactive Client Advisory reviews.
• Accountable for client retention through delivery of exceptional client service and new business development through referrals and expanded client programs.
• Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients and prospects, while conforming to all laws, regulations and requirements governing the insurance industry.

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree