Description:
Senior Client Advisor
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 aSenior Client Advisorat 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 inthe life.
As our Senior Private Client Advisor on the Private Client Services team,you’llbe diving deep into client exposures and loss experiences to understand their currentcoverages. Your goal is to recommend the right products and services that fit their needs perfectly.You’llalso be presenting clients withaccuratemarket data, helping them navigate complex risks with informed advice. Proactive service is key here.You’llbeanticipatingclient needs and addressing their questions—whether in person, over the phone, or via email. Gathering information about their risk management needs andfinancial losstolerance will allow you to propose tailored solutions that effectively manage their risks. When it comes to renewals,you’llcreate and present proposals to existing clients and conduct annual Client Advisory reviews to keep them engaged and informed. Your success will be measured by client retention, so delivering exceptional service is crucial. Plus,you’llbe looking to grow the business through referrals and expanding client programs. Negotiation skills will come into play as you work with multiple insurance carriers to secure comprehensive coverage options for your clients, all while ensuring compliance with industry laws and regulations.
Our future colleague.
We’dlove to meet you if your professionaltrack recordincludes these skills:
3 plus years’ personal lines insurance experience with High-Net-Worth clientele
Property & Casualty (P&C) License
Client service orientation withbalanceon managing expectations.
Ability to travel for client and company meetings as needed
Theseadditionalqualifications are a plus, but notrequiredto apply:
Bachelor’s degree
Professionaldesignations 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 checkall ofthese boxes.Don’tbe shy. Ifyou’reclose,we’dbevery interestedin 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
Senior Private Client Advisor • SW Columbia,Portland
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