Description :

Client Advocate Private Client Services

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.

Learn more about what makes us different and how you can thrive as a Client Advocate 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 Client Advocate on the Private Client Services team, you’ll assist in the development of the Private Client Insurance department through the growth of new business and retention by providing prompt, accurate, professional service and sales to clients, producers and carriers.

This role will be able to manage multiple priorities efficiently, communicate with clients in a clear and concise fashion, identify issues and implement appropriate resolutions, collaborate with other team members and carrier partners for best practice sharing and to increase knowledge base, understand the holistic personal lines model and cross sell lines appropriately to mitigate client risks, and desire for continuous learning to keep ahead of industry trends.

Our future colleague.

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

• 2 years insurance industry, laws, products, coverage’s and markets experience.
• Knowledge of insurance company markets and conditions, binding authority, procedures and underwriting guidelines.
• Ability to negotiate quotations with underwriters and evaluate the clients’ needs.
• Be a self-starter; problem solver with good time management skills and the ability to be organized and meet deadlines.

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

• Property & Casualty License (required within 3 months of hire)
• CISR designation (required within 3 years of hire)

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 work
• Charitable contribution match programs
• Stock purchase opportunities

Last updated : 2024-05-22