Private Client Services Consultant

Marsh McLennan

Insurance Consultant developing sales plans and managing renewals for Marsh McLennan Agency. Serving business insurance, employee benefits, retirement, and private client insurance customers.

Posted 9/4/2026full-timeChesterfield • Kansas, Montana • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing and implementing sales plans for business insurance and employee health & benefits, with a strong focus on aligning offerings with client needs. Proven ability to manage accounts and deliver timely renewals while fostering a collaborative and consultative sales approach.

Highest-signal resume keywords

Outside B2B Sales ExperienceAccount ManagementSalesforce KnowledgeBusiness Insurance ExpertiseEmployee Health & Benefits Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales PlanningAccount CoordinationQuote SecuringRenewal DeliveryConsultative Selling

Soft Skills

ProfessionalismCollaborationPositive AttitudeAssertivenessConsultative Approach

Tools & Technologies

Microsoft Office SuiteSalesforce

Industry Keywords

Midmarket ExperienceB2B SalesClient Needs AlignmentEmployee BenefitsBusiness Insurance

About the role

Key responsibilities & impact

Develop and implement an individual sales plan for business insurance, employee health & benefits, or private client services products
Coordinate service of assigned accounts
Deliver renewals on a timely basis
Secure quotes when necessary
Align MMA offerings with client needs
Work as part of the Sales team

Requirements

What you’ll need

2-5 years of Outside B2B (business-to-business) selling experience with a proven track record of asking the right questions to foster credibility quickly and align offerings with client needs
Experience in the midmarket, defined as companies with 100-1000 employees
Professional, collaborative approach with a positive attitude
Assertive yet consultative approach
BA/BS degree preferred or equivalent experience
Knowledge of Microsoft Office Suite and Salesforce is a plus

Benefits

Comp & perks

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
Robust benefits programs and resources supporting colleague well-being