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 Senior Private Client Advisor at Marsh McLennan Agency Private Client Services National.
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 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.
- Accountable for client retention through delivery of exceptional client service and new business development through referrals and expanded client programs.
- 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
Our future colleague.
We'd love to meet you if your professional track record includes these skills :
- 3 plus 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 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 /
The applicable base salary range for this role is $63,500 to $120,500. 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
LI-Hybrid
Private Client Financial Advisor - Brooklyn, NY (Borough Park)
Primary responsibilities include Identify client objectives and goals; then monitor progress throughout the financial lifecycle Broaden and deepen affluent client relationships in investment, deposit, and lending Become a trusted advisor who earns referrals from existing clients Engage prospects to...
Senior Client Advisor (UHNW)
We are actively searching for exceptionally talented Senior Client Advisor(s). A clear track record of successfully working with private clients (UHNWIs, Family Offices and/or Key Clients). My client is a highly reputable multi-billion dollar wealth management business with an immaculate reputation,...
Private Client Advisor Ii
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. This job is responsible for acqui...
J.P. Morgan Wealth Management - Private Client Advisor - Queens, NY
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...
J.P. Morgan Wealth Management - Private Client Advisor - Queens, NY
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Chase, we have an en...
J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...
Tax Senior Manager - Private Client Services
Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses. Ability to attract and service new c...
Tax Senior Associate - PCS [Private Client Services Group]
Private Client Services team is expected to have high technical knowledge in review of individual 1040 returns, fiduciary 1041 returns, 709, family partnerships, private foundations, and entity; manage accounts, train, assign work to staff and communicate directly to clients and partners; research t...
J.P. Morgan Wealth Management - Private Client Advisor - Midtown West Manhattan, NY
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Chase, we have an en...
Tax Senior, Private Client Services - New York
This position requires an experienced Tax Private Client Services professional with strong interpersonal and supervisory skills. Marcum LLP is seeking a Senior to join our growing and well established national firm in New York. Interact closely with clients year round to provide innovative tax plann...