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Experienced Private Client Specialist

2 months ago

San Francisco, California, United States Marsh & McLennan Companies Full time
Company: Marsh McLennan Agency

Position Overview:

We are seeking a Senior Wealth Management Consultant to join our dynamic team at Marsh McLennan Agency.

Marsh McLennan Agency (MMA) stands as a premier provider of comprehensive insurance solutions, including business insurance, employee health and benefits, retirement planning, and private client services. Our extensive reach across North America allows us to blend local expertise with global capabilities.

Core Responsibilities:
  • Evaluate client requirements and propose suitable products and services.
  • Deliver market insights to guide clients on intricate risks.
  • Ensure proactive client engagement and anticipate their needs.
  • Craft tailored risk management strategies for clients.
  • Renew current client proposals and perform advisory assessments.
  • Maintain client relationships and identify new business prospects.
  • Negotiate with insurance providers for optimal coverage solutions.
Qualifications:
  • A minimum of 5 years of experience working with High Net Worth individuals.
  • Possession of a Property & Casualty (P&C) License.
  • Strong client service focus with an ability to manage expectations effectively.
Employee Benefits:
  • Generous paid time off, educational reimbursement, and opportunities for professional growth.
  • Flexible work arrangements, including hybrid options.
  • Competitive salary and a culture that promotes inclusivity.
About Our Organization:
At Marsh McLennan Agency, we embrace diversity and are committed to fostering a culture that honors the distinct perspectives of our employees and clients. Join us in providing outstanding service to our clients while advancing your career.

We are proud to be an equal opportunity employer.