Manager

• As our Client Advisor Manager, you'll be at the helm of a dynamic team, guiding client advisory efforts and ensuring our clients receive top-notch service.
• You'll keep a pulse on client satisfaction, proactively delivering solutions that meet their needs.
• Collaboration is key, so you'll work closely with our sales team to assign client advisors and manage smooth transitions.
• Working collaboratively with various business units, you'll promote a OnePCS mindset and build strong relationships across the organization.
• Building and nurturing relationships with Centers of Influence (COIs) will be a priority, as these connections can enhance our service offerings.
• You'll also take charge of forecasting and conducting performance reviews, addressing any underperformance to keep the team on track.
• Managing relationships with local and regional carriers is essential, and you'll stay informed about contract changes and underwriting guidelines to ensure compliance with regulatory requirements while overseeing the audit process.
• Your role will involve handling client communications and presentations, as well as participating in hiring and interviewing processes to bring in the best talent.
• You'll analyze workload and manage resources effectively, conducting regular staff meetings and one-on-ones to foster development.
• For larger clients, you'll participate in advisory reviews and assist in resolving complex client or underwriting issues.
• Your focus will be on colleague development, training, and succession planning, ensuring our team is well-prepared for the future.
• You'll monitor key performance indicators (KPIs) to deliver solid financial results and develop business plans that set clear goals for referrals, new business, and cross-selling opportunities for Client Advisors.
• Additionally, you'll manage reporting requirements on a weekly, monthly, and quarterly basis while leading a hybrid workforce.
• Embracing change and adapting as needed, you'll reinforce the Marsh McLennan Agency Private Client Service vision and communicate effectively to provide clear and consistent leadership during transitions.

Yacht Client Advisor – Manager

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