Sales and Risk Consultant

Marsh McLennan

Sales and Risk Consultant at Marsh McLennan Agency gathering client coverage information and providing comprehensive risk evaluations. Evaluating and analyzing data to ensure optimal client coverage while managing relationships with HNW clients.

Posted 5/21/2026full-timeLos Angeles • California, Colorado, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $67,500 - $125,800 per yearWebsite

About the role

Key responsibilities & impact

Gather current coverage information from prospects
Evaluate and analyze data and prepare comprehensive risk evaluations
Review and interpret carrier contract language to deliver optimal client coverage recommendations
Work with Business Development Executives (BDEs) and Client Advisors (CAs) as appropriate
Negotiate with primarily multiple HNW insurance carriers
Generate referrals from your COIs
Meet new business development goals and forecasting
Use Salesforce to complete funnel and other internal information tracking reports
Use the EPIC Agency Management System in an accurate and timely manner
Ensure that all regulatory requirements are met and there is compliance with all internal policies and procedures

Requirements

What you’ll need

4 years of directly related business development/client service experience
Successful Sales and Risk Consultant experience with high-net-worth clients essential
P&C licensed and HNW personal lines insurance experience necessary
Bachelor’s degree is strongly preferred.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisrisk evaluationcontract interpretationnegotiationbusiness developmentsalesclient serviceinsurance coverage recommendationsforecasting

Soft Skills

interpersonal skillscommunication skillsorganizational skills

Certifications

P&C license