Senior Private Client Advisor

Company:
Marsh McLennan Agency
Description:
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 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.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and Private Client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 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 PRIVATE CLIENT ADVISOR on the PRIVATE CLIENT SERVICES Las Vegas team, you'll work closely with individuals and families to ensure they're protected from financial loss. You'll review exposure, recommend coverages, and provide counsel on their most complex risks. With your strong client relationships, you'll expand your book of business through referrals and trusted relationships with centers of influence.
Our future colleague.

• This position is critical to successfully support a high volume book of business to our Private Client clientele
• You will receive on the job, computer based and one-on-one training to become successful in this role
• Work alongside tenured colleagues to gain experience and skill sets for professional growth

What is in it for you?

• A company with a strong brand and strong results to match
• Culture of internal mobility, collaboration and valued partnership with HR from the business.
• Employee Resource Groups, which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations.
• Competitive pay (salary and performance bonus potential), Full benefits package - starting day one (medical, dental, vision, life insurance, and 401k match after a one year vesting period)
• Flexible work opportunities for work/life balance
• Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan

We will count on you for the following responsibilities:
Client:

• Reviews client exposures, loss experience and current coverages and recommends appropriate products and services
• Presents clients with accurate market data from appropriate resources to advise and counsel on complex risks
• Provides proactive day-to-day client service by anticipating and evaluating client
• Reviews client exposures, loss experience and current coverages and recommends appropriate products and services
• Presents clients with accurate market data from appropriate resources to advise and counsel on complex risks
• Provides 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
• Gathers information from client related to risk management needs, financial loss tolerance and evaluate and propose a variety of solutions to manage client's risk
• Creates and presents renewal proposals to existing clients and conducts annual interactive Client Advisory reviews where appropriate
• Understands, introduces and leverages the services of Private Client Services (PCS) Specialty Practices areas, as appropriate, including surplus lines placements
• Conducts Client Advisory Reviews via face-to-face meetings. On larger or more complex clients a manager/colleague will be present
• Ability to quote coverages for existing clients
• Confidence in cultivating opportunities from within their client's centers of influence

Finance:

• Responsible for new business development of assigned book of business through referrals and expanding existing client programs.
• Builds relationships with clients, Marsh colleagues and centers of influence that facilitate asking for and receiving high quality referrals that become clients
• Accountable for client retention through delivery of exceptional client service

Operational Excellence:

• 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 carriers
• Utilizes the (TAM) Applied system in an accurate and timely manner to enter and maintain all pertinent account information
• Ensures that all regulatory requirements are met and complies with all internal policies and procedures
• Escalates internal and external service concerns that clients may be experiencing to appropriate departments for action and prevention of further client impact

What you need to have:

• 3 - 5 years' insurance experience; preferably working with HNW clientele
• Property & Casualty (P&C) License
• Client service orientation with balance on managing expectations
• Excellent verbal & written communication skills
• Ability to maintain confidentiality and professionalism
• Ability to adhere to policies, practices & procedures
• Ability to work well in a team environment
• Strong technical and computer skills (MS Office tools)

What makes you stand out?

• College Degree, preferred
• Professional designations a plus, e.g. CAPI, CPRM, CPRIA, CPCU, etc.
• Previous experience with The Agency Management System (TAM) or similar system preferred

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

To learn more about a career at MMA, check us out online: http://marshmma.com/careers .
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those 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.
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