Advisor - Private Client Services

ООО «ХАГЕМАЕР ГРУПП»; Fargo (ND); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Hybrid work

Generous time off

Tuition reimbursement

Professional development

Stock purchase

Job summary

Marsh McLennan is seeking a Private Client Services Advisor on the Sales team. You will build relationships with prospective individuals in the community to generate qualified opportunities and recommend insurance solutions.

You will manage executive-level client relationships and delegate day-to-day tasks to team members while applying the MMA sales model. You will actively engage in networking, participate in ongoing training, and use Salesforce to manage the sales process.

Qualifications

• High school diploma or GED required.
• 2+ years of experience and/or training in insurance industry, exposure to private client services rating systems.
• 2+ years managing client relationships including face-to-face interactions & meetings.

Responsibilities

• Develop relationships with prospective individuals to create qualified opportunities and recommend insurance solutions.
• Manage executive-level client relationships and delegate daily activities to team members as needed.
• Use MMA Sales Methodology to engage with prospects and clients and coordinate with account management for new business, renewals, and reviews.
• Utilize Salesforce to manage sales pipeline and client communications.
• Provide technical advice and risk management consulting to meet insurance needs while ensuring policy compliance.

Skills

Client relationships

Sales skills

Networking

Sales process

Education

High school diploma

Bachelor's degree in risk management

Tools

Salesforce

Job description

Private Client Services Advisor - Sales

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. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Private Client Services Advisor at MMA.

A day in the life

As our Private Client Services Advisor on the Sales team, you'll develop relationships with prospective individuals in our community leading to qualified opportunities to recommend solutions to meet individuals insurance needs. You'll continue to manage the executive-level client relationships while appropriately delegating daily activities to practice group team-members. These activities are accomplished by building client relationships and consultative sales skills while utilizing the MMA sales model and value-added resources.

Additional duties include

• Actively work to build a profitable book of business utilizing MMA resources to identify and close qualified prospects, while meeting or exceeding individual sales goals
• Actively engage in networking and establishing centers of influence
• Participate in ongoing training, education and sales meetings to improve sales skills and enhance industry and product knowledge
• Utilize our MMA Sales Methodology to more effectively engage with prospects and clients
• Coordinate highest levels of client service with the account management team for new business, renewals, mid-year reviews, and claims/experience reports
• Utilize the Salesforce system to manage the sales process for prospects and clients
• Provide our clients with strong technical advice and risk management consulting services that meet their insurance needs while ensuring compliance with all company polices and regulations

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

• High school diploma or general education degree
• 2+ years' experience and/or training in insurance industry, and exposure to the private client services rating systems
• 2+ years managing client relationships including face-to-face client interactions & meetings

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

• Bachelor's degree in risk management, business or closely related field
• Property & casualty license (Required within first 3 months)

Valuable benefits

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful 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

Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn

Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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