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Luxury Client Services Advisor

2 months ago

Minneapolis, Minnesota, United States Marsh McLennan Full time
Company:
Marsh McLennan Agency

Position Overview:

Our Unique Approach.

At Marsh McLennan Agency, we pride ourselves on fostering an award-winning, inclusive workplace culture that is cultivated through the dedication of exceptional individuals. Our team, comprising over 10,000 talented professionals, is committed to delivering impactful and meaningful work every day. Discover how you can excel as a Wealth Management Consultant within our Private Client Services National team. This role offers a hybrid work environment.

Marsh McLennan Agency (MMA) specializes in providing comprehensive business insurance, employee health and benefits, retirement solutions, and private client insurance services to both organizations and individuals. With a presence in 170 offices across North America, we blend the personalized approach of a local consultant with the extensive resources of the leading global professional services firm, Marsh McLennan (NYSE: MMC).

Key Responsibilities:

As a Wealth Management Consultant on the Private Client Services team, you will effectively manage a substantial portfolio of high-net-worth clients while collaborating with experienced colleagues to enhance your skills and professional development:
  • Assess client risks, past loss experiences, and existing coverage to recommend suitable products and services.
  • Provide clients with accurate market insights to advise on complex risk management strategies.
  • Deliver proactive client service by anticipating needs and addressing inquiries through various communication channels.
  • Collect information regarding clients' risk management requirements and financial tolerance to propose tailored solutions.
  • Prepare and present renewal proposals to current clients and conduct annual interactive Client Advisory reviews.
  • Ensure client retention through exceptional service delivery and foster new business development through referrals and expanded client offerings.
  • Negotiate with multiple insurance providers to offer comprehensive coverage options while adhering to industry regulations.
Ideal Candidate Profile:

We are eager to connect with candidates who possess the following qualifications:
  • Minimum of 2 years' experience in personal lines insurance, particularly with high-net-worth clients.
  • Valid Property & Casualty (P&C) License.
  • Strong client service orientation with an emphasis on managing expectations.
  • Willingness to travel for client and company engagements as necessary.
Additional qualifications that would be advantageous, though not mandatory, include:
  • Bachelor's degree.
  • Professional designations such as CPCU, CIC, CPRIA, etc.
  • Previous experience with luxury insurance carriers, including AIG, Chubb, and PURE.
We recognize that exceptional candidates may not meet every requirement. If you feel you are a strong fit, we would be very interested in discussing your background.

Benefits and Culture:

At Marsh McLennan Agency, we value the contributions of our colleagues both within and outside the organization. Our culture promotes well-being through comprehensive benefits, encourages professional and personal growth, and celebrates opportunities for colleagues to engage in fulfilling projects outside of work.

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.
  • Inclusive workplace culture.
  • Competitive salary and compensation packages.
We invite you to explore a career with Marsh McLennan Agency and discover what makes us a unique place to work.

Our Commitment to Diversity:

We embrace a culture that celebrates the diverse backgrounds, heritages, and perspectives of our colleagues and clients. We are always on the lookout for individuals with ethics, 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.