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Personal Insurance Advisor

2 months ago

Cleveland, Ohio, United States Marsh McLennan Companies Full time

Position Overview:

Discover our unique approach.

At Marsh McLennan Agency (MMA), we pride ourselves on fostering an award-winning and inclusive workplace culture that thrives on the dedication of exceptional individuals. Our team comprises some of the brightest minds in the industry, all committed to delivering impactful and meaningful work each day. Explore how you can excel as a Client Risk Management Specialist within our National Private Client Services team.

MMA specializes in providing comprehensive business insurance, employee health and benefits, retirement planning, and private client insurance solutions tailored for organizations and individuals seeking boundless opportunities. With a presence across North America, we blend the personalized service of a local consultant with the extensive resources of Marsh McLennan, a global leader in professional services.

Key Responsibilities:

As a Client Risk Management Specialist on our Midwest Private Client Services National team, your primary role will involve assessing personal risk management for prospective clients, identifying tailored solutions, and ensuring a smooth transition to the Client Advisor.

  • Collect and analyze current coverage details from prospects to prepare thorough risk evaluations, including necessary product and service recommendations.
  • Provide personalized consultations, discussing the pros and cons of various options and making informed recommendations during one-on-one meetings with clients.
  • Engage in negotiations with multiple insurance providers to present comprehensive coverage options while adhering to industry regulations and standards.
  • Cultivate referrals from both prospects and existing clients.
  • Meet and exceed new business development targets and accurately forecast future growth.
  • Review and interpret insurance carrier contract language to deliver optimal coverage recommendations for clients.
  • Collaborate with practice specialists as needed throughout the business development process to effectively manage client risk exposure.
  • Partner with Business Development Executives and Client Advisors to enhance and expand referral networks.

Ideal Candidate Profile:

We are eager to connect with candidates who possess the following qualifications:

  • A minimum of 3 years of experience in personal lines business development, particularly with high-net-worth clients.
  • A valid Property & Casualty (P&C) License.
  • Willingness to travel as required.

While a Bachelor's degree is preferred, we encourage all qualified candidates to apply, even if they do not meet every criterion.

Benefits and Culture:

At Marsh McLennan, we recognize and appreciate the significant contributions our colleagues make both within and outside the organization. We have cultivated a culture that prioritizes colleague well-being through comprehensive benefit programs and resources, supports professional and personal growth, and celebrates opportunities for engagement in fulfilling projects beyond work.

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 hybrid work arrangements.
  • Charitable contribution matching programs.
  • Stock purchase options.