Senior Private Client Advisor

Seattle, Washington State
Not Specified
Jun 25, 2024
Aug 24, 2024
Job Type
Not Specified
Career Level
Not Specified

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 a Senior Private Client Advisor on the Private Client Services team, you'll successfully support a high-volume book of business associated with a transformational center of influence relationship and work alongside tenured colleagues to gain experience and skill sets for professional growth:

  • Reviews client exposures, risk tolerance, 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 day-to-day client service by responding to client questions and issues on Zoom, over the phone or via email
  • Ensuring availability to answer incoming calls from clients during the designated time frame (8:00 AM PT to 5 PM PT)
  • Address client inquiries, concerns, and requests via phone 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 proposals to existing clients and conducts annual interactive Client Advisory Reviews where appropriate (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
  • Confidence in cultivating opportunities from within the centers of influence
  • Responsible for new business development of assigned book of business through referrals and expanding existing 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
  • 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 complies 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:

  • Previous personal lines insurance experience with High Net Worth clientele
  • Property & Casualty (P&C) License
  • Client facing experience
  • Client service orientation with balance on managing expectations
  • Ability to work well in a team environment
  • Strong technical and computer skills (MS Office tools, etc.)
  • Flexibility to travel in the surrounding local area as client and company needs require

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.

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: or flip through our recruiting brochure:

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

The applicable base salary range for this role is $62,600 to $117,000. 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.



More searches like this