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Insurance Private Client Advisor

4 months ago

Phoenix, United States Marsh McLennan Companies Full time

Description:

Job Description For Posting

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 10, of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Senior Private Client Advisor at MMA Private Client Services – National. 

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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).

A day in the life.

As our Client Advisor on the Las VegasPrivate Client Services team, you’ll

Reviews client exposures, loss experience and current coverage and recommends appropriate products and services. Present clients with accurate market data from appropriate resources 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 in person, over the phone or via email.Manages client accounts receivables to ensure timely collection of premiums and payments to carriers

Understands, introduces and leverages the services of Specialty Practices areas, as appropriate, including surplus lines placements

Conducts Client Advisory Reviews via teleconference meetings and occasional face to face meetings. On larger or more complex clients a manager/colleague will be present

Implements and maintains a quality service plan ensuring the accuracy of binders, policies, and other relevant documents that are delivered to clients

Communicates client’s risk solution and binding instructions to carriersAccountable for client retention through delivery of exceptional client service

Builds relationships with clients, colleagues and centersof influence that facilitateasking for and receiving high quality referrals that become clients

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

2-5 years of insurance experience, with personal lines and high net worth clients a plus

Appropriate Property & Casualty license must be obtained

Bachelor's degree strongly preferred

Ability to communicate with impact

The ability to build and maintain relationships across the firm and with sponsoring organizations

Proven authenticity with prospects, clients and others

Flexibility and moving quickly to deliver quality results

Open to diverse ideas, experiences and backgrounds

We know there are excellent candidates who might not check all of these boxes.Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

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 fulfilment outside of work.

Some benefits included in this role are:

Generous time off, including personal and volunteering

Tuition reimbursement and professional development opportunities

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

The applicable base salary range for this role is $56, to $,. The base pay offered will be determined on factors such as experience, skills, training, location, certifications & education. We do not anticipate candidates hired into this role would immediately earn a salary at or near the top end of the range however, such a decision will be dependent on a case by case basis.In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes: health and welfare benefits, tuition assistance, K savings and other retirement programs as well as employee assistance programs.