Private 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. More than 10,000 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 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 170 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 our Advisor on the Private Client team, you’ll:
- Develop new business sales to meet or exceed production goals.
- Follow up on all referrals and expiration dates.
- Qualify insurance prospects for insurability and quality of risk.
- Gather all information necessary to underwrite and quote each risk.
- Review and expand coverages to existing accounts.
- Maintain a current level of knowledge on forms and coverages for all carrier partners.
- Participate in sales meetings and seminars for skill and knowledge development.
- Keep abreast of selling trends and techniques using agency-selling aids to help maintain a competitive status for the agency within the industry.
- Work closely with the Account Manager to formulate a complete submission and establish a solid relationship with each client.
- Communicate to all involved parties in a timely, accurate, and professional manner.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- Current Florida 2-20 or 20-44 License
- College degree desirable; Three years’ experience in Personal Lines Sales; or equivalent combination of education and experience.
- Possess skills necessary to communicate with clients, carriers and prospects concerning Personal Lines coverage.
- Ability to maintain a professional manner at all times.
- Intermediate knowledge of Microsoft Outlook, Excel and Word.
- Knowledge of Sagitta Agency Management System, or willingness to learn.
- Career development includes obtaining professional insurance designations.
- Ability to work as part of a team
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 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 work
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on social media to meet our colleagues and see what makes us tick:
- https://www.instagram.com/lifeatmma/
- https://www.facebook.com/LifeatMMA
- https://www.linkedin.com/company/marsh-mclennan-agency/
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMAPCS
#LI-Hybrid
Skills Required
- Current Florida 2-20 or 20-44 License
- College degree desirable; three years' experience in Personal Lines Sales or equivalent
- Skills necessary to communicate with clients, carriers, and prospects concerning Personal Lines coverage
- Intermediate knowledge of Microsoft Outlook, Excel, and Word
- Knowledge of Sagitta Agency Management System or willingness to learn
- Ability to work as part of a team
Marsh McLennan Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.
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Leave & Time Off Breadth — Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
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Healthcare Strength — Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
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Retirement Support — Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.
Marsh McLennan Insights
What We Do
Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.
