Leader, Private Client Advisor Manager

3 weeks ago

Las Vegas, Nevada, United States Marsh McLennan Full time
The Private Client Advisor Manager for the MMA PCS team, has overall responsibility for the Las Vegas team's client retention, generation of expanded revenue, cultivation and development of COI relationships, and developing active client referrals. Ensures the achievement of superior client service for the office. Directs the overall performance of Client Advisors in the office by providing day-to-day leadership, management, and coaching.

What can you expect?

Client:

  • Monitors overall client satisfaction and ensures appropriate level of service delivery. Oversees the Client Advisory process and monitors adherence to procedures and guidelines.
  • Develops service strategies to ensure clients' needs and expectations are met.
  • Participates in Client Advisory review process and meetings for select clients. Ensures there is National Client Executive involvement with largest/most complex clients and Zone/National Leadership engagement with our most important clients.
  • Assists in resolving complex client or underwriting issues.
  • Working closely with Sales, assigns clients to appropriate Client Advisors based on set standards, client complexity, and skills and experience of individual colleagues.
  • Develops and supports adoption of practices to improve quality and consistency in the client experience.
  • Develops and maintains relationships with sales team, clients, carriers, and MMC partners
  • Identify, develop and nurture new and existing COI relationshipsFinancial
  • Drives a client-focused sales and servicing environment.
  • Sets referral, new business and cross-selling, client contact goals for Client Advisors and monitors achievement of these goals.
  • Overseas Client Advisor business plan development. Guides and supports client advisors with business plan implementation and adjustments (as necessary)
  • Manages accurate monthly team forecasting

Colleague Capability

  • Articulates a clear purpose/vision for the team that motivates colleagues and guides their actions/decision making
  • Directly manages the Client Advisors and Insurance Assistant within the office.
  • Responsible for hiring/training/onboarding of new hires.
  • Support a continuous learning culture for all direct reports and seek on-going training opportunities for direct reports.
  • Sets goals for staff and provides on going high quality feedback and coaching
  • Conduct performance reviews and participate in compensation evaluation and discussion.
  • Ensures that all professional standards and guidelines are being met
  • Builds talent pool/bench strength by identifying high performing colleagues and working collaboratively with each colleague to craft a tailored Professional Development plan
  • Actively manages underperformers
  • Shares relevant information with the staff to ensure goal achievement and uses Applied reports to monitor progress towards goals. Measure progress against goal utilizing reports available in Applied.
  • Direct involvement in day to day matters through observance and maintaining visibility and accessibility for staff.
  • Directs and manages client assignments

​Process

  • Ensures proactive consultation to clients on a regular basis.
  • Effectively manages weekly, monthly and quarterly reporting requirements.
  • Ensures all billing is managed on a timely basis.
  • Ensures that all workflow, process and procedures are followed.
  • Ensures that all regulatory requirements are met and complies with all internal policies and procedures, e.g. transparency training. Works with Zone Client Services Manager and PCS Compliance team as necessary.

What is in it for you?

  • A company with a strong brand and strong results to match
  • Culture of internal mobility, collaboration and valued partnership with HR from the business.
  • Employee Resource Groups, which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations.
  • Competitive pay (salary and performance bonus potential), Full benefits package – starting day one (medical, dental, vision, life insurance, 401k match ).
  • Flexible work opportunities for work/life balance
  • Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan

What you need to have:

  • 5+ Years experience managing individuals and team goals
  • 3-5+ years personal insurance background required with some client facing experience, some exposure to high-net worth clients and carriers preferred
  • Able to independently quote most coverages for existing clients and have familiarity with excess & surplus placements.
  • Demonstrate an understanding of cultivating opportunities from within their client's centers of influence

What makes you stand out?

  • Bachelor's degree required
  • P&C License required
  • Excellent verbal & written communication skills
  • Ability to work well in a team environment
  • Excellent technical and computer skills (MS Office etc)
  • Maintains confidentiality and professionalism
  • Adheres to policies, practices & procedures

Marsh McLennan Agency (MMA) is a wholly owned subsidiary of Marsh, serving the risk prevention and insurance needs of middle market companies in the United States through four primary business lines: Business Insurance, Employee Health & Benefits, Private Client Services (PCS) and Retirement Services. MMA has over 8,000 employees in nearly 120 locations, with access to broad resources and solutions across all of its sister companies under the MarshMcLennan (MMC) parent company banner. Sister companies include Marsh, Mercer, Oliver Wyman and Guy Carpenter amongst others.

Private Client Services – National is part of a broader MMA PCS platform that includes a national footprint of over 100 local offices and a team of more than 850 experienced professionals. PCS - National, previously known as Marsh PCS, is a pioneer in the high net worth insurance space. Established as a dedicated practice of Marsh in 1980, PCS is a rapidly growing 330+ colleague organization under Marsh & McLennan Agency (MMA). The leader of PCS – National serves as the overall Practice Leader for MMA PCS as well.

Today, we hold the largest share of premium in the high net worth personal lines insurance market space yet we are far from satisfied. In fact, we have the growth mindset and agility of a start-up and are seeking to add to our industry leading team. If you are talented, smart and driven and looking to join a team that values creativity, diversity and imagining the art of the possible, come check us out. We are determined to redefine the colleague and client experience in the HNW space as we leap into the future. Come help us Make Extraordinary Possible

Your goals. Your ambitions. Your definition of success. At MMA, we believe nothing should stand in your way of making these a reality. As an MMA colleague, you'll get personal and professional development opportunities, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement.

As a part of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in risk, strategy, and people, MMA colleagues are part of a network of resources and expertise that sets our organization apart from the competition.

PCS2020

*LI-P

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