Private Client Advisor Team Manager

Marsh McLennan Agency; San Francisco (CA); On-site; 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

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 Advisor Manager at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).

A day in the life

As our Private 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‑one sessions 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.

Our future colleague

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

• 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

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

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

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.

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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 EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

#MMAPCS

The applicable base salary range for this role is $89,500 to $166,900.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401(k) savings and other retirement programs as well as employee assistance programs.