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Senior Wealth Management Consultant

2 months ago

Winston, United States Marsh McLennan Full time
Company:
Marsh McLennan Agency

Position Overview:

The Senior Wealth Management Consultant will oversee a portfolio of clients, ensuring their needs are met with the utmost professionalism. Key duties encompass client engagement, conducting annual assessments, and negotiating terms with insurance providers on behalf of clients.

Our Unique Approach.

Our award-winning, inclusive workplace culture is the result of dedication from exceptional individuals. With a team of over 11,000 talented professionals, we strive to create meaningful impact through purposeful work. Discover how you can excel as a Senior Wealth Management Consultant at Marsh McLennan Agency Private Client Services National team.

Marsh McLennan Agency (MMA) specializes in providing business insurance, employee health & benefits, retirement, and private client insurance solutions for organizations and individuals seeking expansive opportunities. With 170 offices throughout North America, we blend the personalized service of a local consultant with the global capabilities of Marsh McLennan (NYSE: MMC).

A Typical Day:

As a Senior Wealth Management Consultant on the Private Client Services team, you will effectively manage a substantial client portfolio, collaborating with experienced colleagues to enhance your skills and advance your career:
  • Assess client risks, past claims, and existing coverage to recommend suitable products and services.
  • Provide clients with precise market insights to advise on complex risk scenarios.
  • Deliver proactive daily client service by anticipating needs and addressing inquiries in person, via phone, or through email.
  • Collect information regarding clients' risk management requirements and financial tolerance to propose various risk management solutions.
  • Prepare and present renewal proposals to current clients and facilitate annual interactive Client Advisory reviews.
  • Ensure client retention through exceptional service delivery and develop new business opportunities through referrals and expanded client programs.
  • Negotiate with various insurance carriers to offer comprehensive coverage options while adhering to industry regulations.
Your Profile:

We would be eager to connect with you if your professional background includes the following qualifications:
  • A minimum of 5 years of experience in personal lines insurance with High Net Worth clients.
  • Possession of a Property & Casualty (P&C) License.
  • A strong client service orientation with a focus on managing expectations.
  • Willingness to travel for client and company meetings as necessary.
Additional qualifications that would be advantageous, but not mandatory, include:
  • A Bachelor's degree.
  • Professional designations such as CPCU, CIC, CPRIA, etc.
  • Prior experience with luxury insurance carriers, including AIG, Chubb, PURE.
We recognize that exceptional candidates may not meet every criterion. If you feel you are a strong fit, we would be very interested in speaking with you.

Comprehensive Benefits:

We value the contributions of our colleagues both within and outside our organization. Our culture promotes well-being through extensive benefit programs and resources, encourages professional and personal growth, and celebrates opportunities for colleagues to engage in fulfilling projects outside of work.

Some 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.
To explore a career at MMA, please visit our website for more information.

Our Values:

We foster a culture that honors and promotes 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 McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.