Private Client Advisor
National African-American Insurance Association (NAAIA), Granite Heights, WI, United States
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. 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 make your mark as a
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 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 Client Advisory team, you'll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs. You'll present clients with accurate market data from reliable sources, helping them navigate complex risks with confidence. Providing proactive, day-to-day client service is key—anticipating clients' needs and addressing questions or issues in person, over the phone, or via email. You'll gather important information about their risk management needs and financial loss tolerance, then evaluate and propose a variety of solutions to effectively manage their risks. Additionally, you'll create and present renewal proposals to existing clients and conduct engaging annual Client Advisory reviews. Your success will be measured by client retention through exceptional service and new business development via referrals and expanded client programs. You'll also negotiate with multiple insurance carriers to offer comprehensive coverage options, all while ensuring compliance with industry laws and regulations.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
2+ years' personal lines insurance experience with High Net Worth clientele
Property & Casualty (P&C) License
Client service orientation with balance on managing expectations
Ability to travel for client and company meetings as needed
These additional qualifications are a plus, but not required to apply:
Bachelor's degree
Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
Previous experience 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 of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
The applicable base salary range for this role is $66,000 to $123,100.
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, 401K savings and other retirement programs as well as employee assistance programs.
#J-18808-Ljbffr
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. 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 make your mark as a
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 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 Client Advisory team, you'll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs. You'll present clients with accurate market data from reliable sources, helping them navigate complex risks with confidence. Providing proactive, day-to-day client service is key—anticipating clients' needs and addressing questions or issues in person, over the phone, or via email. You'll gather important information about their risk management needs and financial loss tolerance, then evaluate and propose a variety of solutions to effectively manage their risks. Additionally, you'll create and present renewal proposals to existing clients and conduct engaging annual Client Advisory reviews. Your success will be measured by client retention through exceptional service and new business development via referrals and expanded client programs. You'll also negotiate with multiple insurance carriers to offer comprehensive coverage options, all while ensuring compliance with industry laws and regulations.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
2+ years' personal lines insurance experience with High Net Worth clientele
Property & Casualty (P&C) License
Client service orientation with balance on managing expectations
Ability to travel for client and company meetings as needed
These additional qualifications are a plus, but not required to apply:
Bachelor's degree
Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
Previous experience 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 of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
The applicable base salary range for this role is $66,000 to $123,100.
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, 401K savings and other retirement programs as well as employee assistance programs.
#J-18808-Ljbffr