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Senior Private Client Advisor - Hybrid ( MMA PCS)

Company: Marsh and McLennan
Location: Naples
Posted on: November 22, 2022

Job Description:

Senior Private Client Advisor - Hybrid - Naples As a Senior Private Client Advisor at Marsh McLennan Agency - Private Client Services you'll act as the primary contact for clients in relationship to overall management of Personal Lines insurance programs. -The senior client advisor is responsible for staying abreast of changes in clients' lifestyle that impact their risk profile and coverages, conducting annual reviews of clients' insurance program, negotiating with carriers on client's behalf, based on detailed market knowledge, and recommending appropriate coverages, limits and risk management solutions to clients. Client Advisors are also responsible for new business generation by obtaining referrals from existing clients and centers of influence and expanding relationships with current clients.Interested? Keep reading.Your goals. Your ambitions. Your definition of success. At MMA PCSN, we believe nothing should stand in your way of making these a reality. As a colleague, you'll get personal and professional development opportunities, a driven and entrepreneurial team-oriented environment, the flexibility you desire and leaders at all levels who are committed to maintaining high levels of colleague engagement.As a part of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in risk, strategy, and people, MMA PCSN colleagues are part of a network of resources and expertise that sets our organization apart from the competition.What can you expect?

  • 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 side-by-side training to become successful in this role
  • Work alongside tenured colleagues to gain experience and skill sets for professional growthWhat is in it for you?
    • A company with a strong brand and strong results to match
    • Culture of internal mobility, collaboration and valued partnerships
    • 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 bonus potential), Full benefits package - starting day one (medical, dental, vision, life insurance, 401k match)
    • Flexible work opportunities for work/life balance
    • Tuition Reimbursement plan per year and participation in our Employee Stock Purchase PlanWe will count on you to: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 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 influenceFinance:
        • 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 industryOperational 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 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 impactWhat you need to have:
            • 3 - 5 years' insurance experience with High Net Worth (HNW) clientele
            • Property & Casualty (P&C) License
            • Previous Personal Lines Insurance experience with HNW clienteleClient 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 requireWhat makes you stand out:
              • College Degree, preferred
              • Professional designations a plus, e.g. CPCU, CIC, CRPIA, etc.
              • Previous experience with an Agency Management System preferred
              • Key relationships with luxury carriers, such as AIG, Chubb, PUREMMA encourages all its colleagues to pursue dreams without limits. We promote curiosity and creativity. We gain new insight from diverse thinking and take risks on new ideas. 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.We further believe a business culture that supports a healthy, safe work environment does so by offering the right benefits, programs, policies and opportunities to keep colleagues engaged and productive including: health and welfare, tuition assistance, 401K, employee assistance program, volunteer opportunities, flexibility and other programs. Our organization is no exception. MMA was named a 2022 Top Workplace and Top Workplace awards for cultural excellence in the areas of professional development, DE&I practices, and employee well-being.At MMA, your future is limitless. For more information about our company, please visit us at:

Keywords: Marsh and McLennan, Cape Coral , Senior Private Client Advisor - Hybrid ( MMA PCS), Other , Naples, Florida

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