Private Client Advisor

Description :

Private Client Advisor   - HNW Personal Lines Insurance

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culturedoesn’thappen overnight.It’sa result ofhard workby extraordinary people. The industry’s brightest talentdriveour 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 : MMC).

A day in the life.

As ourClient Advisoron theClient Advisoryteam,you’llbe diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs.You'llpresent clients withaccuratemarket data from reliable sources, helping them navigate complex risks with confidence. Providing proactive, day-to-day client service iskey—anticipatingclientsneeds and addressing questions or issues in person, over the phone, or via email.You'llgatherimportant informationabout their risk management needs andfinancial losstolerance, then evaluate and propose a variety of solutions to effectively manage their risks. Additionally,you'llcreate 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'llalso negotiate with multiple insurance carriers to offer comprehensive coverage options, all while ensuring compliance with industry laws andregulations.

Our future colleague.

We’dlove to meet you if your professionaltrack recordincludes these skills :

2 + years’ personal lines insurance experience withHigh Net Worthclientele

Property & Casualty (P&C) License

Client service orientation with balance on managing expectations

Ability to travel for client and company meetings as needed

Theseadditionalqualifications are a plus, but notrequiredto apply :

Bachelor’s degree

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

Previousexperience 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, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are :

Generous time off, including personal and volunteering

Tuition reimbursement and professional development opportunities

Hybrid work

Charitable contribution match programs

Stock purchase opportunities