Marsh McLennan
Senior Private Client Advisor
Marsh McLennan, San Francisco, California, United States, 94102
Client Advisor
Our not-so-secret sauce. Award-winning, inclusive, top workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. The industrys 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 make your mark as a 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 offices across North America, we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm, Marsh McLennan. A Day in the Life
As our Senior Private Client Advisor on the Client Advisory team, youll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs. Youll present clients with accurate market data from reliable sources, helping them navigate complex risks with confidence. Providing proactive, day-to-day client service is keyanticipating clients needs and addressing questions or issues in person, over the phone, or via email. Youll gather important information about their risk management needs and financial loss tolerance, then evaluate and propose a variety of solutions to effectively manage their risks. Additionally, youll create and present renewal proposals to existing clients and conduct engaging annual Client Advisory reviews. Your success will be measured by client retention through exceptional service and new business development via referrals and expanded client programs. Youll also negotiate with multiple insurance carriers to offer comprehensive coverage options, all while ensuring compliance with industry laws and regulations. Our Future Colleague
Wed love to meet you if your professional track record includes these skills: 2+ 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: Bachelors 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. Dont be shy. If youre close, wed be very interested in meeting you. Valuable Benefits
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check out our website or flip through the recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn 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 The applicable base salary range for this role is $64,400 to $120,100. 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 retirement programs as well as employee assistance programs.
Our not-so-secret sauce. Award-winning, inclusive, top workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. The industrys 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 make your mark as a 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 offices across North America, we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm, Marsh McLennan. A Day in the Life
As our Senior Private Client Advisor on the Client Advisory team, youll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs. Youll present clients with accurate market data from reliable sources, helping them navigate complex risks with confidence. Providing proactive, day-to-day client service is keyanticipating clients needs and addressing questions or issues in person, over the phone, or via email. Youll gather important information about their risk management needs and financial loss tolerance, then evaluate and propose a variety of solutions to effectively manage their risks. Additionally, youll create and present renewal proposals to existing clients and conduct engaging annual Client Advisory reviews. Your success will be measured by client retention through exceptional service and new business development via referrals and expanded client programs. Youll also negotiate with multiple insurance carriers to offer comprehensive coverage options, all while ensuring compliance with industry laws and regulations. Our Future Colleague
Wed love to meet you if your professional track record includes these skills: 2+ 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: Bachelors 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. Dont be shy. If youre close, wed be very interested in meeting you. Valuable Benefits
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check out our website or flip through the recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn 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 The applicable base salary range for this role is $64,400 to $120,100. 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 retirement programs as well as employee assistance programs.