Senior Private Client Advisor
2 weeks ago
We are seeking a highly skilled Senior Private Client Advisor to join our Private Client Services team. As a key member of our team, you will be responsible for delivering exceptional client service and developing new business opportunities.
Key Responsibilities- Review client exposures, loss experience, and current coverages to recommend appropriate products and services.
- Present clients with accurate market data to advise and counsel on complex risks.
- Provide proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues.
- Gather information from clients related to risk management needs, financial loss tolerance, and evaluate and propose solutions to manage client risk.
- Create and present renewal proposals to existing clients and conduct 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.
- Negotiate 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.
- 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.
- 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.
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).
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 fulfillment outside of work.
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