Private Client Services Advisor

Private Client Services Advisor – Sales

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. 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 make your mark as a Private Client Services 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 world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

As our Private Client Services Advisor on the Sales team, you’ll develop relationships with prospective individuals in our community leading to qualified opportunities to recommend solutions to meet individuals insurance needs. You’ll continue to manage the executive-level client relationships while appropriately delegating daily activities to practice group team-members. These activities are accomplished by building client relationships and consultative sales skills while utilizing the MMA sales model and value-added resources. Additional duties include:

• Actively work to build a profitable book of business utilizing MMA resources to identify and close qualified prospects, while meeting or exceeding individual sales goals
• Actively engage in networking and establishing centers of influence
• Participate in ongoing training, education and sales meetings to improve sales skills and enhance industry and product knowledge
• Utilize our MMA Sales Methodology to more effectively engage with prospects and clients
• Coordinate highest levels of client service with the account management team for new business, renewals, mid-year reviews, and claims/experience reports
• Utilize the Salesforce system to manage the sales process for prospects and clients
• Provide our clients with strong technical advice and risk management consulting services that meet their insurance needs while ensuring compliance with all company polices and regulations

Our future colleague.

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

• High school diploma or general education degree
• 2+ years’ experience and/or training in insurance industry, and exposure to the private client services rating systems
• 2+ years managing client relationships including face-to-face client interactions & meetings

These additional qualifications are a plus, but not required to apply:

• Bachelor’s degree in risk management, business or closely related field
• Property & casualty license (Required within first 3 months)

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 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 our recruiting brochure .

Follow us on social media to meet our colleagues and see what makes us tick:

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.

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