Offer summary

Qualifications:

Property & Casualty (P&C) License required., Minimum of 3 years' experience in personal lines insurance with High-Net-Worth clientele., Strong client service orientation and excellent communication skills., Proficient in MS Office and experience with Agency Management Systems preferred..

Key responsabilities:

Provide day-to-day client service via phone, Zoom, and email.

Review client exposures and recommend appropriate insurance products.

Negotiate with insurance carriers to secure comprehensive coverage options.

Ensure compliance with regulatory requirements and maintain accurate client documentation.

Job description

Company:

Marsh McLennan Agency

Description:

A day in the life.

This position will be remote, based in the Eastern Time Zone / Pacific Time Zone.

As a Senior Private Client Advisor in the Private Client Services Customer Care Team, you’ll successfully support a large book of business for our entry level affluent clientele. You will work alongside tenured colleagues to gain experience, and skill sets for professional growth:

Reviews client exposures, risk tolerance, loss experience and current coverages on a reactive basis and recommend appropriate products and services
Provides day-to-day client service by responding to client questions and issues on Zoom, over the phone or via team email
Ensuring availability to answer incoming calls from clients during the designated time frame
Address client inquiries, concerns, and requests via phone que coverage in a courteous and helpful manner
Directing calls to the appropriate department or team member for further assistance, if needed
Creates and presents renewal comparisons to existing clients upon request and conducts annual interactive reviews when a client has requested a summary of their coverage (Zoom and Phone)
Understands, introduces and leverages the services of Private Client Services (PCS) Specialty Practices areas, as appropriate, including surplus lines placements
Accountable for client retention through delivery of exceptional client service
Responsible for expanding client programs where needed
Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients, while conforming to all laws, regulations and requirements governing the insurance industry
Ability to quote coverages for existing clients
Communicates client’s risk solution and binding instructions to carriers
Implements and maintains a quality service plan ensuring the accuracy of binders, policies, and other relevant documents that are delivered to clients
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 comply 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:

Property & Casualty (P&C) License
3 plus years’ personal lines insurance experience with High-Net-Worth clientele
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.)

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 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.

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

The applicable base salary range for this role is $71,200 - 113,600 . The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined 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, 401K savings and other wellbeing programs as well as employee assistance programs.

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

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