Senior Private Client Advisor

Reposted 21 Hours Ago
Be an Early Applicant
2 Locations
In-Office
66K-123K Annually
Senior level
Fintech • HR Tech • Insurance • Consulting
The Role
The Senior Private Client Advisor supports high-net-worth clients by reviewing exposures, recommending insurance solutions, and developing client relationships to ensure retention and service satisfaction.
Summary Generated by Built In
Company:Marsh McLennan Agency

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

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/

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other wellbeing programs as well as employee assistance programs.

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

 

 

The applicable base salary range for this role is $66,000 to $123,100.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Skills Required

  • 5 years personal lines insurance experience
  • Property & Casualty (P&C) License

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: New York, NY
78,000 Employees
Year Founded: 1871

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.

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