Private Client Claims Advocacy Leader

MMC; New York (NY); Hybrid; USD 125,000 - 233,000; Full time

Benefits offered by this job

Tuition assistance

401K retirement plan

Job summary

Marsh McLennan Agency (MMA) seeks a Claims Advocacy Leader for the Private Client Services team. This senior role leads multiple claims advocacy groups, shaping client-first strategies and driving operational excellence.

The ideal candidate has a decade of claims experience, strong leadership, and a track record of elevating client satisfaction. Hybrid work and travel ~20% are included as part of the package.

Qualifications

• Preferred minimum of 10-year claims experience.
• Knowledge of personal lines products and services.
• Experience in a customer service environment including WFH arrangements, flexible work schedules and extended work hours preferred.
• Experience leading a team of claims professionals a plus.
• Proven ability to meet customer needs and provide exemplary service.

Responsibilities

• Leads multiple Claims Advocacy teams across PCS regions.
• Formulates and executes a client-first vision and operational design for Claims Advocacy.
• Coordinates with PCS Operations and EPIC Transformation teams on claims technologies.
• Interfaces with insurers to protect client interests and retain relationships.
• Contributes to client communications, webinars, and external face of MMA PCS.
• Travel approximately 20%.

Skills

Leadership

Claims management

Client relations

Strategic planning

Risk management

Communication

Education

BS/BA degree preferred

Job description

Claims Advocacy Leader - Private Client Team

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of 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 thrive as a Senior Private Client Advisor 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 170 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: MMC).

A day in the life. The Claims Advocacy Leader on the PRIVATE CLIENT SERVICES team is a foundational pillar of the Private Client Services National (PCS-N) service offering and a meaningful differentiator in the marketplace. The PCS Claims Advocacy Leader will formulate and execute a client first vision, strategy and operational design for Claims Advocacy that enhances the claimant experience and strengthens retention. This position will lead multiple Claims Advocacy teams and field claim executives and direct claims operations activities, including best practices, to achieve effective and efficient delivery of services. They will synchronize CAT event responses, resources for major claims, educational offerings and capabilities across PCS regions. As a subject matter expert the PCS Claims Advocacy Leader will lead efforts to resolve issues with insurers that protect the interests of key clients and Family Offices and retain relationships. The position will also contribute to client and COI communications, participate in client webinars and in coordination with MMC Public Relations, serve as the face of MMA PCS Claims Advocacy to external constituents.

Our future colleague. We'd love to meet you if your professional track record includes these skills:

• Leads a team of claims professionals to resolve complex and/or high value loses, keeping all relevant parties informed.
• Coaches team to achieve favorable client outcomes while attaining internal KPIs for claims operations management and services
• Evaluate existing claims operation processes and departmental strategy and put forth a strategic plan to improve the client claim experience, elevate operational goals and maximize process efficiencies
• Directs and interfaces with PCS Operations and EPIC Transformation teams to design and implement contemporary claims technologies, including claims 'use cases' for Risk Services and Solutions data platform
• Demonstrates strong leadership, emotional intelligence and interpersonal communication skills when assessing existing Claims Advocacy skill sets, relative to requirements of a future state work environment
• Frequently communicate key client and Family Office matters/concerns, team updates, market developments and claims trends with PCS field leadership teams (Zone Leaders and Zone Client Advisor Leaders) as well as MMA regions
• Ensures team maintains regular contact with clients and local PCS service teams to build trust, deliver service and maintain effective working relationships
• Collaborates across the enterprise and partners with MMA regions in order to ensure alignment on claims activities, build strategic regional or national carrier relationships and leverage MMA resources to drive revenue retention and generation
• Monitors external environments for trends, regulatory changes and best practices. Identifies emerging opportunities and risks in order provide strategic guidance and implement appropriate action plans and escalates to senior leaders, where appropriate
• Contributor at key client and Family Office annual review meetings by providing insight into client's loss history and risk management efforts, as well as general claims trends
• Participate in prospect meetings and COI presentations to make PCS claims advocacy promise a tangible experience
• Participate in projects and committees and provides resources for the overall betterment of MMA PCS

Qualifications

• Preferred minimum of 10-year claims experience, preferably with Affluent and High Net Worth broker or carrier.
• Knowledge of personal lines products and services, insurance practices, contracts and their application.
• Experience in a customer service environment including WFH arrangements, flexible work schedules and extended work hours preferred.
• Experience leading a team of claims professionals a plus
• Proven ability to meet customer needs and provide exemplary service by informing customers of the claims process and ensuring a positive customer experience.
• Proven knowledge of the investigation, negotiation and settlement activities used to resolve very complex and /or high value claims.
• Analytical and problem-solving skills necessary to make decisions and resolve conflict in such areas as application of coverages to submitted claims, application of laws of jurisdiction to investigation facts, application of policy exclusions and exceptions
• Excellent verbal and written communications skills
• Ability to travel approximately 20%BS/BA degree preferred

Licenses: Producer Licenses (Casualty - Commercial and Personal)Claim Adjuster Licenses

The applicable base salary range for this role is $125,000 to $233,000.

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, 401K savings and other retirement programs as well as employee assistance programs.