Private Client Services Advisor

Dormont Manufacturing Co; Fargo (ND); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable contribution match

Stock purchase opportunities

Job summary

Marsh McLennan Agency is seeking a Private Client Services Advisor to join their Sales team in North Dakota. The successful candidate will develop relationships with prospective clients, ensuring their insurance needs are met while managing high-level client relationships.

This role requires 2+ years of experience in the insurance industry and strong client management skills. It offers valuable benefits including generous time off and tuition reimbursement, along with a hybrid work environment.

Qualifications

• 2+ years’ experience in the insurance industry and managing face-to-face client interactions.
• Ability to build profitable business relationships.
• Property & casualty license required within the first 3 months.

Responsibilities

• Develop relationships with prospective clients to recommend insurance solutions.
• Manage executive-level client relationships and delegate activities to team members.
• Participate in training and sales meetings to enhance skills.
• Utilize MMA Sales Methodology and Salesforce to manage sales processes.

Skills

Client relationship management

Sales methodologies

Networking

Education

High school diploma or equivalent

Bachelor’s degree in risk management or business

Tools

Salesforce

Job description

Company:

Marsh McLennan Agency

Description

Private Client Services Advisor – Sales

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: MMC).

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

Our future colleague.

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)

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

Who you are is who we are.

Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.