Private Client Advisor Team Lead (Hybrid)

Marsh McLennan Agency; San Francisco (CA); Hybrid; USD 89,500 - 166,900; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Stock purchase opportunities

Charitable contribution match programs

Job summary

A leading insurance consulting firm is seeking a Private Client Advisor Manager in San Francisco. This role involves leading a dynamic team, ensuring exceptional service for high-net-worth clients, and managing client advisory efforts alongside local and regional partners. The ideal candidate will possess strong insurance experience, team management skills, and the ability to foster key relationships. Competitive compensation and benefits are offered, including a hybrid work model.

Qualifications

• 5+ years experience managing individuals and team goals.
• 3-5+ years personal insurance background required.
• Strong client-facing experience is necessary.

Responsibilities

• Guide client advisory efforts and ensure top-notch service.
• Manage relationships with local and regional carriers.
• Conduct performance reviews and team development.

Skills

Personal lines insurance experience with High-Net-Worth clientele

Client service orientation

Ability to travel for client and company meetings

Team management experience

Understanding of cultivating opportunities from clients

Education

Property & Casualty (P&C) License

Job description

A leading insurance consulting firm is seeking a Private Client Advisor Manager in San Francisco. This role involves leading a dynamic team, ensuring exceptional service for high-net-worth clients, and managing client advisory efforts alongside local and regional partners. The ideal candidate will possess strong insurance experience, team management skills, and the ability to foster key relationships. Competitive compensation and benefits are offered, including a hybrid work model.