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Lead Private Client Consultant
2 months ago
Our unique approach.
At Marsh LLC, we pride ourselves on fostering an award-winning, inclusive workplace culture that is built on the dedication of exceptional individuals. Our team of over 10,000 talented professionals is committed to delivering impactful and meaningful work every day. Discover how you can flourish as a Lead Private Client Consultant within our Private Client Services National team. This position offers a hybrid work environment.
Marsh LLC specializes in providing comprehensive business insurance, employee health and benefits, retirement solutions, and private client insurance to both organizations and individuals who seek endless opportunities. With a network of 170 offices across North America, we merge the personalized service of a local consultant with the extensive resources of the world’s foremost professional services firm.
Your daily responsibilities.
As a Lead Private Client Consultant on our Private Client Services team, you will effectively manage a substantial portfolio of clients while collaborating with experienced colleagues to enhance your skills and advance your career:
- Assess client risks, loss history, and existing coverages, recommending suitable products and services.
- Provide clients with precise market insights to advise on complex risk scenarios.
- Deliver proactive client service by anticipating needs and addressing inquiries through various communication channels.
- Collect and analyze client information related to risk management and financial tolerance, proposing diverse solutions to mitigate risks.
- Develop and present renewal proposals to current clients, conducting annual interactive reviews.
- Ensure client retention through exceptional service and drive new business through referrals and expanded offerings.
- Negotiate with multiple insurance providers to secure comprehensive coverage options while adhering to industry regulations.
Your qualifications.
We are eager to connect with you if your professional background includes the following:
- A minimum of 5 years of experience in personal lines insurance with High Net Worth clients.
- Valid Property & Casualty (P&C) License.
- Strong client service orientation with a focus on managing expectations.
- Willingness to travel for client and company engagements as necessary.
Additional preferred qualifications.
While not mandatory, the following qualifications would be advantageous:
- A Bachelor’s degree.
- Professional designations such as CPCU, CIC, CPRIA, etc.
- Established relationships with luxury insurance carriers like AIG, Chubb, or PURE.
We recognize that exceptional candidates may not meet every requirement. If you feel you are a strong fit, we encourage you to reach out.
Benefits that matter.
At Marsh LLC, we value the contributions of our colleagues both within and outside the organization. We have cultivated a culture that prioritizes well-being through comprehensive benefits and resources, promotes professional and personal growth, and celebrates opportunities for colleagues to engage in fulfilling projects beyond their work responsibilities.
Some of the benefits associated with this role include:
- Generous paid time off, including personal and volunteer days.
- Tuition reimbursement and opportunities for professional development.
- Flexible and hybrid work arrangements.
- Charitable contribution matching programs.
- Stock purchase options.
- An inclusive workplace culture.
- Competitive salary and compensation packages.
Join us in making a difference.
We embrace a culture that celebrates the diverse backgrounds, experiences, and perspectives of our colleagues and clients. We are always on the lookout for individuals with integrity, talent, and ambition who are interested in joining our client-focused teams.
Marsh LLC is an equal opportunity employer.
