Marsh McLennan Agency
Insurance
SeniorPrivateClientAdvisor
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Private Client Advisor at Marsh McLennan Agency. Skills: Client advisory, Insurance sales, Risk assessment. Recommend products and services. Present accurate market data”
What You'll Achieve.
Client retention through exceptional service; New business development via referrals; New business development via expanded client programs
Industry & Context.
Risk assessment; 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
Professional designations, CPCUs, CIC, CPRIs, Experience with luxury carriers, AIG experience, Chubb experience, PURE experience
What You'll Do.
Recommend products and services
Present accurate market data
Provide proactive client service
Anticipate client needs
Address client questions or issues
Gather risk management information
Evaluate financial loss tolerance
Propose solutions to manage risks
Create renewal proposals
Present renewal proposals
Conduct annual client reviews
Negotiate with insurance carriers
Ensure compliance with laws
How You'll Work.
Team & Collaboration
Client Advisory team
Communication Scope
Client presentations
Full Job Description
## Company: Marsh McLennan Agency ## ## Description: **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** 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 colleague.
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