Private Client Services Advisor

Marsh McLennan Agency; Fargo (ND); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement and professional

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency (MMA) in Fargo, North Dakota, is seeking a Private Client Services Advisor on the Sales team. You will build relationships with prospective individuals to identify qualified opportunities and recommend insurance solutions while managing executive-level client relationships.

If you have insurance industry experience and a track record in consultative sales, MMA offers a supportive culture, hybrid work arrangements, and opportunities to grow with a global professional

Qualifications

• 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.

Responsibilities

• 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 policies and regulations

Skills

Insurance industry experience

Private client rating systems

Face-to-face client interactions

Education

Bachelor’s degree in risk management/business

Property & casualty license

Job description

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 drives 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.

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 policies 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

Additional qualifications

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

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.