Talent.com

Client advisor Jobs in Chicago, IL

Create a job alert for this search

Client advisor • chicago il

Last updated: 1 day ago

Senior Private Client Advisor

US012 Marsh & McLennan Agency LLCCanal,Chicago
Full-time

Award-winning, inclusive, Top Workplace culture doesn't happen overnight.Its a result of hard work by extraordinary people.More than 11,000 of the industry's brightest talent drive our efforts to d... Show more

P&C Insurance Producer / Client Advisor - Chicago, IL

Centered Insurance PartnersChicago, IL, US
Full-time

At Centered Insurance Partners, we are redefining the insurance brokerage experience with a seamless, personalized, and empowering approach for our clients.What sets us apart is our strong commitme... Show more

Client Advisor

Clark Dietz IncChicago, IL, United States
Full-time

With offices across Illinois, Indiana, Kentucky, Michigan, and Wisconsin, Clark Dietz, Inc.We are recognized leaders in transportation, civil, environmental, structural, mechanical, electrical and ... Show more

Senior Advisor, Client Engagement

EpsilonChicago, Illinois, United States
Full-time

This role is for a Senior Advisor, Client Engagement professional who will serve as the primary liaison between clients and Epsilon's teams, ensuring successful product and service delivery! This p... Show more

Private Client Advisor II

Bank of AmericaChicago, IL, United States
Full-time

Bank Of America Private Bank Client Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Res... Show more

Advisor

CresaChicago, IL, United States
Full-time

Cresa Commercial Real Estate Advisor.At Cresa, we believe our clients deserve better.A better space to work, create, build, grow.A better outcome for their people and organization.A better partner ... Show more

Senior Client Advisor

Mercer FranceChicago, IL, United States
Full-time

Marsh Specialty Marine is a growing, dynamic, and energetic team across the world and we are excited to be adding a Marine Senior Client Advisor to our US team.If you have the qualifications we are... Show more

Senior Client Advisor

Marsh & McLennanChicago, IL, United States
Full-time

Marsh Specialty Marine is a growing, dynamic, and energetic team across the world and we are excited to be adding a Marine Senior Client Advisor to our US team.If you have the qualifications we are... Show more

Senior Client Advisor

Oliver Wyman, LLCChicago, IL, United States
Full-time

Marsh Specialty Marine is a growing, dynamic, and energetic team across the world and we are excited to be adding a Marine Senior Client Advisor to our US team.If you have the qualifications we are... Show more

Personal Risk Senior Client Advisor (HNW)

USI Insurance ServicesChicago, IL, United States
Full-time

Responsible for independently and proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent).Activities include, but not limited to renewal marketing, handling client questio... Show more

Asset Management - Client Advisor - RIA Channel, Chicago

ChaseChicago, IL, United States
Full-time

Client Advisor In The Institutional Advisor Channel.Morgan Asset Management is committed to providing exceptional service to our clients and business partners.Our sales and client service teams, ma... Show more

Client Advocate

WTWChicago, IL, United States
Full-time

WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth.With roots dating to 1828, WTW has 40,000 employees serving more... Show more

US Client Service Advisor (Market Operations)

HireTalentChicago, IL, United States
Full-time

Technical And Analytical Support.Provides technical and analytical support in a global markets operations function for one or more operations product areas.Responsible for the analysis and resoluti... Show more

Client Advisor with Athletic Background

Northwestern Mutual - ChicagolandChicago, IL, US
Full-time

Join the Winning Team at Northwestern Mutual - Chicagoland!.Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial ... Show more

Block Advisor Tax Advisor

H&R BlockOak Park, IL, United States
Full-time

At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ... Show more

Cyber Client Advisor

US001 Marsh USA LLCWacker,Chicago
Full-time

Marsh's Cyber Retail Broking team of the year has an amazing opportunity to join their team in our Chicago office.As a member of our cyber team, you will deliver expert advisory and market-leading ... Show more

Work From Home - Client Benefits Advisor

Global Elite TexasChicago, Illinois, United States, 60601
Remote
Full-time

Work From Home - Client Benefits Advisor.This might be what you’ve been looking for.Seeking individuals who are ready to take control of their schedule and income by helping clients who have alread... Show more

Asset Management - Client Advisor - RIA Channel, Chicago

JPMorgan ChaseChicago, IL, United States
Full-time

Client Advisor In The Institutional Advisor Channel.Morgan Asset Management is committed to providing exceptional service to our clients and business partners.Our sales and client service teams, ma... Show more

People also ask
Senior Private Client Advisor

Senior Private Client Advisor

US012 Marsh & McLennan Agency LLCCanal,Chicago
30+ days ago
Job type
  • Full-time
Job description

Description:

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. Its a result of hard work by extraordinary people. More than 11,000 of 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 thrive as a Senior Private Client Advisor at Marsh McLennan Agency Private Client Services National team.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

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:

  • 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 clients 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

Our future colleague.

Wed love to meet you if your professional track record includes these skills:

  • 5 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

These additional qualifications are a plus, but not required to apply:

  • Bachelors degree

  • Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.

  • Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, wed be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

  • Generous time off, including personal and volunteering

  • Tuition reimbursement and professional development opportunities

  • Hybrid and flexible work

  • Charitable contribution match programs

  • Stock purchase opportunities

  • Inclusive Culture

  • Competitive compensation