Business Development Executive - Private Client Insurance
$93.1k - $173.4kMarsh & McLennan
Business Development ExecutiveOur 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 15,000 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 Business Development Executive at MMA 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 (NYSE: MRSH).A day in the life.Private Client Services – National is part of a broader Marsh McLennan Agency platform and is seeking candidates for the Private Client Services - Business Development Executive roles. This position will focus on new business in several regions.As our Business Development Executive on the Private Client Services National team, you'll consistently complete sales calls and presentations, while cultivating and handling a large portfolio of potential accounts aiming to meet personal target sales expectations. You will have the opportunity to utilize existing networks, a mid-sized list of account leads and insights derived from research and relationship engagements to gain business or interest from small, nuanced or manifold potential accounts in a delegated region and/or industry. Additionally, you will conduct in-depth, targeted market research leveraging advanced market awareness, contacts and an in-depth understanding of the competitive environment to identify and target potential business opportunities. In this role you will frequently interface with internal and external senior level stakeholders and assist senior colleagues who specialize in a preferred market and/or industry with advanced aspects of the deal process. You will also be a member of various professional and industry or regional organizations and attends conferences and relevant events to expand and maintain a large professional network, represent the company and gain exposure and insight as to various specialties.Our future colleague.We'd love to meet you if your professional track record includes these skills:Broker License.Bachelor's degree strongly preferred.Minimum of five years' experience with new business development required, ideally with large group insurance experience.Proven insurance industry experience with individual and group insurance products.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 volunteeringTuition reimbursement and professional development opportunitiesHybrid workCharitable contribution match programsStock purchase opportunitiesWe 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 employersThe applicable base salary range for this role is $93,100 to $173,400.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.
$106.5k - $195.1k
...Financial Services - Private Client Services - Tax ManagerLocation: New York Other locations... ...professional services firm with a separate business unit dedicated to the financial... ...Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction...Private clientWork experience placementSummer holidayImmediate startFlexible hours- ...Insurance Office of America, Inc. seeks a Private Client Group (Personal Lines) Account Associate to support personal lines clients with policy servicing and administrative tasks. This role emphasizes client communications, accuracy, and timely service while collaborating...Private clientWork at officeRemote work
- EPIC Insurance Brokers & Consultants in Newport Beach, CA is seeking a Part-Time Bookkeeper (20 hours per week) to ensure accurate financial records for high-net-worth private clients. You will assist the Account Manager in overseeing client finances. The role requires...Private clientPart time
$135k - $160k
...into a firm of more than 200 employees, serving public and private sector clients on projects across the country. Flexible hybrid schedule FSA... ...Tuition reimbursement Full healthcare, vision, and dental insurance coverage 401k match Long-Term Disability Insurance Paid time...Private clientFor contractorsWork at officeLocal areaFlexible hours- ...innovative financing, leasing, and insurance solutions to more than 3 million customers and businesses nationwide. We’re a... ...YOU WILL DO The Business Development Manager (BDM) is responsible for... ...business by developing and executing the Region’s insurance growth...SuggestedFull timeLocal areaImmediate startLong distanceNight shift
$150k - $180k
...is seeking a highly talented Business Development Manager. This position will... ...following daily responsibilities:Client RelationsIdentifying and... ....Proven experience with private owners/clients.Strong understanding... ...offerings include pet insurance, hospital indemnity, critical...Private clientFull timeContract workTemporary workFor subcontractorLocal areaFlexible hours$88k - $132k
...Sr. Business Systems Engineering AssociateHyundai Capital America (HCA) helps people move... ...innovative financing, leasing, and insurance solutions to more than 3 million customers... ...production issues collaborating with development and production support teams to identify...Work at officeImmediate startRemote work- ...Insurance Office Of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate to support the account management team with personal insurance needs. You will handle policy servicing, admin tasks, client communications, and carrier coordination to...Private clientWork at officeRemote work
- ...Insurance Office of America, Inc. is seeking a Private Client Group Associate for personal lines to support account managers, process policy servicing, endorsements, and carrier communications. The role emphasizes excellent client service, accuracy, and teamwork in a remote...Private clientRemote work
$150k - $230k
...East West Bank is seeking a Sr. Private Client Manager in Irvine, California. In this role, you will assess clients' financial situations and provide tailored financial strategies. You'll engage with High Net Worth clients, ensuring exceptional service and commitment...Private client- ...we deliver innovative financing, leasing, and insurance solutions to more than 3 million customers and businesses nationwide.We’re a company driven by growth, innovation... ...escalated production issues collaborating with development and production support teams to identify,...Full timeWork at officeLocal areaImmediate start
$24 - $29 per hour
..., the parent company of EPIC Insurance Brokers & Consultants. Galway... ...through expert tax and business management services, while fostering... ...support, helping our clients manage and streamline all aspects... ...records of the high-net worth private clients are accurate. They...Private clientHourly payPart timeWork at office2 days per week1 day per week- ...Insurance Office of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate. This role supports the account management team with policy servicing, client communications, and carrier coordination. Fully remote for candidates in Pacific Time, with...Private clientWork at officeRemote work
$205k - $273k
...Places to Work award winner in Business Insurance. We are an organization of... ...the U.S. Summary The Senior Private Equity Broker is responsible... ...due diligence, transaction execution, post‑close integration, and... ...placements to achieve optimal client outcomes Lead negotiations...Private client- ...and manage relationships with financial advisors and insurance producers serving high-net-worth clients. This is a hands-on individual contributor role with... ...clientsDemonstrated ability to self-generate business through conferences, seminars, speaking engagements,...Remote work
$140k - $163k
...KBF Advisory is seeking a manager for its Middle Market Tax team. The role focuses on advising private middle-market clients and high‑net‑worth individuals, with leadership responsibilities and a dynamic, collaborative culture. The position is remote (U.S.) or hybrid from...Private clientRemote work- ...Consultant to deliver strategic technology and business transformation for middle‑market and private equity‑backed clients. You will lead workstreams, mentor associates,... ...technology consulting, strong analytical and executive communication skills, and proven ability to manage...Private client
- Insurance Office of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate. This fully remote role supports personal lines accounts, with a strong emphasis on policy servicing, admin support, and client communications, while coordinating with...Private clientRemote job
$250k - $350k
...Senior Litigation Attorney – Business & Commercial Litigation... ...entrepreneurial, and high-net-worth clients. Step into a role built... ..., securities litigation, insurance litigation, employment litigation... ...expert discovery, and case development. Analyze legal issues,...Work at office- BDO USA, LLP is seeking a Tax‑Experienced Manager for Private Client Services to provide tax compliance and consulting for high net‑worth clients, including families, executives, and family offices. The role requires a blend of education, experience, and strong communication...Private client
$165k - $205k
...litigation groups, represents diverse businesses in nearly every sector of the... ...of employment matters for our clients, including advice and... ...businesses for so many years. Private Clients We represent our clients directly, not as insurance appointed counsel, which allows...Private clientFull timeSummer workMonday to FridayFlexible hours- ..., is seeking a Senior Manager for its Private Client Services practice. You will oversee multiple... ..., family offices, owner-operated businesses, and trusts, delivering complex tax... ...wealth advice. You will lead business development, maintain client relationships, review...Private clientPrivate practice
$136k - $165k
BDO USA in Costa Mesa is seeking a Tax-Experienced Manager for Private Client Services. This role involves providing tax compliance and consulting to high net-worth individuals, requiring strong leadership and communication skills. The position entails managing tax engagements...Private client$98k - $143k
...focuses on estate and business succession planning for... ...: Work with clients on the preparation of... ...Dynasty Trusts, Life Insurance Trusts, etc.) Work... ...Charitable Remainder Trusts, Private Foundations,... ...timely and confidently execute well-reasoned resolutions...Work at office$25 - $35 per hour
..., the parent company of EPIC Insurance Brokers & Consultants. Galway... ...through expert tax and business management services, while fostering... ...support, helping our clients manage and streamline all aspects... ...records of the high-net worth private clients are accurate. They also...Private clientHourly payWork at office- JPMorgan Chase's Private Client group seeks a Relationship Manager in Irvine to nurture high-net-worth client relationships, deliver bespoke financial solutions, and expand the client base. You will collaborate across lines, provide tailored guidance, and build a strong...Private client
$400k
...time without you. If you have run a private or independent K-12 school as a Head of... ...whether the problem is the model, campus execution, or family fit, engaging the family directly... ...or major gifts, enterprise sales, client success, or private wealth management...Private clientFull timeWork at officeLocal areaVisa sponsorshipAfternoon shift$150k
...answers are yes, please read on. As a Business Development Executive (BDE) at Pacific Rim Capital (PRC),... ...want to build a book of enterprise clients from the ground up. About the... ...Comprehensive medical, dental, vision, and life insurance, an EAP, and a 401(k) with company...Base plus commissionWork at officeWork from home$160k - $190k
...about us: We're one of the fastest-growing private client tax advisory firms in the country, built from... ...and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses — each with complex, multi-layered tax needs...Private clientLocal areaRemote work$70k - $100k
...Description ABOUT SYNERGY PRIVATE Synergy Private is... ..., founders, and executives. We coordinate sophisticated... ...estate planning, and business affairs. Our... ...the implementation of clients' personal financial strategies... ...tax, investments, insurance, estate planning,...Private clientFull timeWork at officeRemote workWork from home
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