Job Description
Qualifications
3 - 5 years’ insurance experience with High Net Worth clientele
Property & Casualty (P&C) License
Previous Personal Lines Insurance experience with High Net Worth clientele
Client facing experience
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, etc.)
Flexibility to travel in the surrounding local area as client and company needs require
Bachelor’s degree
P&C License
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
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid and flexible work
Charitable contribution match programs
Stock purchase opportunities
Inclusive Culture
Competitive compensation
Responsibilities
Reviews client exposures, loss experience and current coverages and recommends appropriate products and services
Presents clients with accurate market data from appropriate resources to advice 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
Ability to quote coverages for existing clients
Confidence in cultivating opportunities from within their client’s centers of influence
Responsible for new business development of assigned book of business through referrals and expanding existing client programs
Builds relationships with clients, MMA PCSN 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
Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients and prospects, while conforming to all laws, regulations and requirements governing the insurance industry
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 Agency Management 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
Job description
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 10,000 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 High Net Worth 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 180 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 Senior Private Client Advisor on the Private Client Services team, you’ll successfully support a high volume book of business to our Private Client clientele and work alongside tenured colleagues to gain experience and skill sets for professional growth:
• Reviews client exposures, loss experience and current coverages and recommends appropriate products and services
• Presents clients with accurate market data from appropriate resources to advice 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
• Responsible for new business development of assigned book of business through referrals and expanding existing client programs
• Builds relationships with clients, MMA PCSN 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
• Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients and prospects, while conforming to all laws, regulations and requirements governing the insurance industry
• 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 Agency Management 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
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
• 3 - 5 years’ insurance experience with High Net Worth clientele
• Property & Casualty (P&C) License
• Previous Personal Lines Insurance experience with High Net Worth clientele
• Client facing experience
• 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, etc.)
• Flexibility to travel in the surrounding local area as client and company needs require
These additional qualifications are a plus, but not required to apply:
• Bachelor’s degree
• P&C License
• Professional designations a plus, e.g. CPCU, CIC, CPRIA, etc.
• Previous experience with an Agency Management System preferred key relationships with luxury carriers, such as AIG, Chubb, PURE
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 and flexible work
• Charitable contribution match programs
• Stock purchase opportunities
• Inclusive Culture
• Competitive compensation
To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on social media to meet our colleagues and see what makes us tick:
• https://www.instagram.com/lifeatmma/
• https://www.facebook.com/LifeatMMA
• https://www.linkedin.com/company/marsh-mclennan-agency/
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.
#MMAPCSN
3 - 5 years’ insurance experience with High Net Worth clientele
Property & Casualty (P&C) License
Previous Personal Lines Insurance experience with High Net Worth clientele
Client facing experience
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, etc.)
Flexibility to travel in the surrounding local area as client and company needs require
Bachelor’s degree
P&C License
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
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid and flexible work
Charitable contribution match programs
Stock purchase opportunities
Inclusive Culture
Competitive compensation
Responsibilities
Reviews client exposures, loss experience and current coverages and recommends appropriate products and services
Presents clients with accurate market data from appropriate resources to advice 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
Ability to quote coverages for existing clients
Confidence in cultivating opportunities from within their client’s centers of influence
Responsible for new business development of assigned book of business through referrals and expanding existing client programs
Builds relationships with clients, MMA PCSN 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
Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients and prospects, while conforming to all laws, regulations and requirements governing the insurance industry
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 Agency Management 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
Job description
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 10,000 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 High Net Worth 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 180 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 Senior Private Client Advisor on the Private Client Services team, you’ll successfully support a high volume book of business to our Private Client clientele and work alongside tenured colleagues to gain experience and skill sets for professional growth:
• Reviews client exposures, loss experience and current coverages and recommends appropriate products and services
• Presents clients with accurate market data from appropriate resources to advice 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
• Responsible for new business development of assigned book of business through referrals and expanding existing client programs
• Builds relationships with clients, MMA PCSN 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
• Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients and prospects, while conforming to all laws, regulations and requirements governing the insurance industry
• 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 Agency Management 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
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
• 3 - 5 years’ insurance experience with High Net Worth clientele
• Property & Casualty (P&C) License
• Previous Personal Lines Insurance experience with High Net Worth clientele
• Client facing experience
• 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, etc.)
• Flexibility to travel in the surrounding local area as client and company needs require
These additional qualifications are a plus, but not required to apply:
• Bachelor’s degree
• P&C License
• Professional designations a plus, e.g. CPCU, CIC, CPRIA, etc.
• Previous experience with an Agency Management System preferred key relationships with luxury carriers, such as AIG, Chubb, PURE
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 and flexible work
• Charitable contribution match programs
• Stock purchase opportunities
• Inclusive Culture
• Competitive compensation
To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on social media to meet our colleagues and see what makes us tick:
• https://www.instagram.com/lifeatmma/
• https://www.facebook.com/LifeatMMA
• https://www.linkedin.com/company/marsh-mclennan-agency/
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.
#MMAPCSN
💡 Quick Summary
Seeking a career-building opportunity? The Senior Private Client Advisor position is now open for candidates interested in the Marketing Executive Jobs sector. This role in Miami offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Marketing Executive Jobs is a plus.
