Senior Private Client Advisor

7 days ago

Morristown, Tennessee, United States Marsh McLennan Agency Full time

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 Senior Private Client Advisor at Marsh McLennan Agency Private Client Services National.

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 a Private Client Advisor on the Private Client Services National team, you'll successfully support a high-volume book of business associated with a transformational center of influence relationship and work alongside tenured colleagues to gain experience and skill sets for professional growth:

  • Reviews client exposures, risk tolerance, 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 day-to-day client service by responding to client questions and issues on Zoom, over the phone or via email
  • Ensuring availability to answer incoming calls from clients during the designated time frame (8:00 am – 5:00 pm ET)
  • Address client inquiries, concerns, and requests via phone coverage in a courteous and helpful manner
  • Directing calls to the appropriate department or team member for further assistance, if needed
  • Creates and presents renewal proposals to existing clients and conducts annual interactive Client Advisory Reviews where appropriate (Zoom and Phone)
  • Understands, introduces and leverages the services of Private Client Services (PCS) Specialty Practices areas, as appropriate, including surplus lines placements
  • Accountable for client retention through delivery of exceptional client service
  • Confidence in cultivating opportunities from within the centers of influence
  • Responsible for new business development of assigned book of business through referrals and expanding existing 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
  • Ability to quote coverages for existing clients
  • Communicates client's risk solution and binding instructions to carriers
  • Implements and maintains a quality service plan ensuring the accuracy of binders, policies, and other relevant documents that are delivered to clients
  • Utilizes the Agency Management System in an accurate and timely manner to enter and maintain all pertinent account information
  • Ensures that all regulatory requirements are met and complies with all internal policies and procedures
  • Escalates internal and external service concerns that clients may be experiencing to appropriate departments for action and prevention of further client impact

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

  • Previous personal lines insurance experience with High Net Worth clientele
  • Property & Casualty (P&C) License
  • Client facing experience
  • Client service orientation with balance on managing expectations
  • Ability to work well in a team environment
  • Strong technical and computer skills (MS Office tools, etc.)
  • Flexibility to travel in the surrounding local area as client and company needs require

These additional qualifications are a plus, but not required to apply:

  • Bachelor's degree
  • Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
  • Previous experience with an Agency Management System preferred
  • Key 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 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: or flip through our recruiting brochure:

Follow us on social media to meet our colleagues and see what makes us tick:

The applicable base salary range for this role is $62,600 to $117,000. 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 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

#LI-Hybrid

  • Professional & Casualty Treaty Underwriter

    2 weeks ago

    Morristown, Tennessee, United States Arch Capital Group Full time

    Job SummaryAs an underwriter of Professional & Casualty Lines Treaty at Arch Re Co reporting to Chief Underwriting Officer, you will be responsible for assisting in and underwriting a book of longtail treaty and facultative business. Candidate should have experience in evaluating, underwriting, and facilitating management of a portfolio of treaty reinsurance...

  • Senior Manager, Tax Accounting

    2 weeks ago

    Morristown, Tennessee, United States Kroll Full time

    Job Description The Senior Manager's primary emphasis will be to manage the ASC 740 process, including post diligence review of tax workpapers and purchase accounting for new acquisitions. The tax accounting process will support the Federal, State, and Foreign income tax return processes by providing a summary of open items that require further researching...

  • Director, Client KYC and Due Diligence

    7 days ago

    Morristown, Tennessee, United States Zelis NA Full time

    OVERVIEW:We are looking for a senior compliance professional to advance and lead the way Zelis Payments approaches KYC and customer due diligence while bridging onboarding processes with customer risk rating. You will help to formulate our risk management vision and play a key role in helping the company identify and mitigate risks presented by our products,...

  • PEPI: Associate, CFO Services

    2 months ago

    Morristown, Tennessee, United States Alvarez and Marsal Full time

    Description Alvarez & Marsal Private Equity Performance Improvement Associate, CFO Services - (Digital Finance)OVERVIEW:A&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to improve...

  • Senior Account Executive

    4 weeks ago

    Morristown, Tennessee, United States PerformLine Full time

    Hybrid (Morristown, NJ) OR Remote (US)ABOUT PERFORMLINEPerformLine is a category-leading SaaS company that empowers leaders with end-to-end marketing compliance technology, from automated review of documents to discovery and live monitoring across consumer-facing channels including the web, calls, messaging, emails, and social media. PerformLine powers...

  • Senior Account Executive

    1 month ago

    Morristown, Tennessee, United States PerformLine Full time

    Hybrid (Morristown, NJ) OR Remote (US)ABOUT PERFORMLINEPerformLine is a category-leading SaaS company that empowers leaders with end-to-end marketing compliance technology, from automated review of documents to discovery and live monitoring across consumer-facing channels including the web, calls, messaging, emails, and social media. PerformLine powers...

  • Senior Project Manager

    2 weeks ago

    Morristown, Tennessee, United States TranSystems Full time

    Overview We are excited to share once again TranSystems has been recognized as a top 100 design firm by Engineering News-Record in 2023. For more than 50 years, TranSystems has committed to a mission of performing engineering and architectural planning, design, and construction solution services in a manner that is both safe and in compliance with all...

  • SENIOR linux admin

    4 weeks ago

    Morristown, Tennessee, United States Motion Recruitment Full time

    A highly motivated Senior System Administrator is needed to join our DOD client's dynamic team in Mooristown, New Jersey. Being a pioneer in our field, they place a high importance on creativity, quality, and ongoing development. This is a fantastic opportunity in a reputable business.Responsibilities:Lead technically on projects, documenting results and...

  • SENIOR linux admin

    2 months ago

    Morristown, Tennessee, United States Motion Recruitment Full time

    A highly motivated Senior System Administrator is needed to join our DOD client's dynamic team in Mooristown, New Jersey. Being a pioneer in our field, they place a high importance on creativity, quality, and ongoing development. This is a fantastic opportunity in a reputable business.Responsibilities:Lead technically on projects, documenting results and...

  • Senior Fire Protection Engineer

    3 weeks ago

    Morristown, Tennessee, United States Burns & McDonnell Full time

    Description The Senior Fire Protection Engineer will lead the design work on multi-discipline projects and lead the preparation of comprehensive fire protection packages including fire suppression, fire alarm, smoke management, and life safety. This position will work on various projects with a diverse portfolio of project types and clients. Lead the design,...

  • Senior Electrical Engineer

    2 months ago

    Morristown, Tennessee, United States Burns & McDonnell Full time

    DescriptionResponsible for substation engineering and consulting services for clients across the US and internationally. Main responsibilities include creating electrical protection & control and/or physical layout design deliverables. Projects range in size, complexity, and voltage class from small distribution facility upgrades to large transmission...

  • Senior Electrical Engineer

    4 weeks ago

    Morristown, Tennessee, United States Burns & McDonnell Full time

    DescriptionResponsible for substation engineering and consulting services for clients across the US and internationally. Main responsibilities include creating electrical protection & control and/or physical layout design deliverables. Projects range in size, complexity, and voltage class from small distribution facility upgrades to large transmission...

  • Senior Electrical Engineer

    2 weeks ago

    Morristown, Tennessee, United States Burns & McDonnell Full time

    DescriptionResponsible for substation engineering and consulting services for clients across the US and internationally. Main responsibilities include creating electrical protection & control and/or physical layout design deliverables. Projects range in size, complexity, and voltage class from small distribution facility upgrades to large transmission...

  • Global Analytics Specialist

    7 days ago

    Morristown, Tennessee, United States MMC Corporate Full time

    Marsh & McLennan Shared Services, LLC is seeking candidates for the following position based in the Morristown, New Jersey office (Remote work may be permitted within a commutable distance from the worksite).Global Analytics SpecialistWe will count on you to:Serve as a business analyst with technical knowledge to analyze and develop methods for identifying...

  • Director, Provider Client Services

    7 days ago

    Morristown, Tennessee, United States Zelis NA Full time

    Zelis is seeking a dynamic and experienced Call Center Director to lead our Payments Optimization call center operations. The ideal candidate will be a strategic thinker with a passion for driving excellence in customer experience. The Call Center Director will oversee all aspects of call center operations, including staffing, training, quality assurance,...

  • PEPI - CFO Services – Manager, FP&A

    2 months ago

    Morristown, Tennessee, United States Alvarez and Marsal Full time

    Description PEPI - CFO Services – ManagerOVERVIEW:A&M CFO Services works with private equity-held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits...

  • Caregiver CNA or CHHA

    2 weeks ago

    Morristown, Tennessee, United States Spring Hills Full time

    Award winning company focused on employee experience. INVESTING IN YOUR FUTURE with, COMPETITIVE pay, matching 401k, education and training. CARING about your work/life balance with flexible scheduling & GENEROUS PTO. #FINDINGYOURHAPPY with Employee Committee, rewards and recognitions, making friends where you work.BUILDING YOUR SKILLS with new investments...

  • ITS - Traffic Engineer

    2 weeks ago

    Morristown, Tennessee, United States WSP Full time

    Job Description This Opportunity WSP is currently initiating a search for an ITS -Traffic Engineer position to join their dynamic Mid-Atlantic team. The role can sit in any of these four offices: Morristown/Lawrenceville/Newark, NJ or Philadelphia, PA. Be involved in projects with our East Traffic Engineering Team and be a part of a growing organization that...

  • Sr. Project Manager

    2 weeks ago

    Morristown, Tennessee, United States Jacobs Solutions Inc. Full time

    Your Impact:Our People & Places Solutions business - reinforces our drive to improve the lives of people everywhere and epitomizes the "why" of what we do - the tremendous positive impact and value our solutions bring to our communities and society as a whole. From facilities delivering life-saving therapies and ensuring clean water to enabling the...

  • Senior Power System Protection Engineer

    3 weeks ago

    Morristown, Tennessee, United States Burns & McDonnell Full time

    Description Responsible for leading or executing power system protection and control engineering projects. Projects range in size, complexity, and voltage class from small distribution equipment upgrades to large transmission projects. This position can influence the future of the resiliency, reliability and economic operation of the electric grid....