Marsh McLennan Agency
Insurance
PrivateClientAdvisor
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Private Client Advisor at Marsh McLennan Agency. Skills: Client relationships, Revenue generation, Deal closure. Analyze client exposures. Analyze loss experiences”
What You'll Achieve.
Client retention; New business development; Referrals; Expanded client programs
Industry & Context.
Risk evaluation; Solution proposal
Ability to travel
What They're Looking For.
Must Have
2+ years personal lines insurance experience, High Net Worth clientele experience, Property & Casualty (P&C) License, Client service orientation, Manage client expectations
Nice to Have
Bachelor's degree, Professional designations, Experience with luxury carriers, Relationships with luxury carriers
What You'll Do.
Analyze client exposures
Analyze loss experiences
Analyze current coverages
Recommend products and services
Provide client service
Gather risk management information
Gather financial loss tolerance
Propose risk management solutions
Create renewal proposals
Present renewal proposals
Conduct annual reviews
Negotiate with insurance carriers
Ensure compliance with laws
How You'll Work.
Communication Scope
Client presentations
Full Job Description
## Company: Marsh McLennan Agency ## ## Description: **Client Advisor** **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). **A day in the life.** As our Client Advisor**** on the Client Advisory team, you’ll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs. You'll present clients with accurate market data from reliable sources, helping them navigate complex risks with confidence. Providing proactive, day-to-day client service is key—anticipating clients needs and addressing questions or issues in person, over the phone, or via email. You'll gather important information about their risk management needs and financial loss tolerance, then evaluate and propose a variety of solutions to effectively manage their risks. Additionally, you'll create and present renewal proposals to existing clients and conduct engaging annual Client Advisory reviews. Your success will be measured by client retention through exceptional service and new business development via referrals and expanded client programs. You'll also negotiate with multiple insurance carriers to offer comprehensive coverage options, all while ensuring compliance with industry laws and regulations. **Our future co
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