Private Client Advisor

Private Client Advisor

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 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 Advisor on the Private Client team, you'll :

• Develop new business sales to meet or exceed production goals.
• Follow up on all referrals and expiration dates.
• Qualify insurance prospects for insurability and quality of risk.
• Gather all information necessary to underwrite and quote each risk.
• Review and expand coverages to existing accounts.
• Maintain a current level of knowledge on forms and coverages for all carrier partners.
• Participate in sales meetings and seminars for skill and knowledge development.
• Keep abreast of selling trends and techniques using agency-selling aids to help maintain a competitive status for the agency within the industry.
• Work closely with the Account Manager to formulate a complete submission and establish a solid relationship with each client.
• Communicate to all involved parties in a timely, accurate, and professional manner.

Our Future Colleague

We'd love to meet you if your professional track record includes these skills :

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 :

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.