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: careers or flip through our recruiting brochure: 3Qpcjmw
Follow us on social media to meet our colleagues and see what makes us tick:
- lifeatmma/
- LifeatMMA
- company/marsh-mclennan-agency/
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
Job Tags
Minimum wage, Remote job,