Private Client Advisor Manager
Marsh McLennan
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $89,500 - $166,900 per year
Job Level
Mid-LevelSenior
About the role
- Guiding client advisory efforts and ensuring top-notch service
- Keeping a pulse on client satisfaction and proactively delivering solutions
- Collaborating with the sales team to assign client advisors and manage transitions
- Building and nurturing relationships with Centers of Influence (COIs)
- Conducting performance reviews and addressing underperformance
- Managing relationships with local and regional carriers and ensuring compliance
- Handling client communications and presentations
- Participating in hiring and interviewing processes
- Monitoring key performance indicators (KPIs) to deliver solid financial results
- Developing business plans that set clear goals for referrals and cross-selling opportunities
Requirements
- Personal lines insurance experience with High-Net-Worth clientele
- Property & Casualty (P&C) License
- Client service orientation with balance on managing expectations
- Ability to travel for client and company meetings as needed
- 5+ years experience managing individuals and team goals
- 3-5+ years personal insurance background required with client facing experience
- Demonstrate an understanding of cultivating opportunities from within their client’s centers of influence
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client advisoryperformance reviewsbusiness planskey performance indicatorscross-selling
Soft skills
client service orientationrelationship buildingcommunicationcollaborationmanaging expectations
Certifications
Property & Casualty License