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Client advisor
MarshMclennan Chicago, IL
$56k-73k (estimate)
Full Time Just Posted
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MarshMclennan is Hiring a Client advisor Near Chicago, IL

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.

More than 10,000 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 Marsh McLennan Agency Private Client Services National, Chicago team.

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.

As our Senior Private Client Advisor on the Private Client Services team, you'll successfully support a high-volume book of business to our Private Client clientele and work alongside tenured colleagues to gain experience and skill sets for professional growth :

  • Reviews client exposures, loss experience and current coverages and recommends appropriate products and services.
  • Presents clients with accurate market data from appropriate resources to advice and counsel on complex risks.
  • Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, over the phone or via email.
  • Gathers information from client related to risk management needs, financial loss tolerance and evaluate and propose a variety of solutions to manage client's risk.
  • Creates and presents renewal proposals to existing clients and conducts annual interactive Client Advisory reviews.
  • Accountable for client retention through delivery of exceptional client service and new business development through referrals and expanded client programs.
  • Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients and prospects, while conforming to all laws, regulations and requirements governing the insurance industry

Our future colleague.

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

  • 3 plus years' 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

These additional qualifications are a plus, but not required to apply :

  • Bachelor's degree
  • Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
  • Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE

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 our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are :

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid and flexible work
  • Charitable contribution match programs
  • Stock purchase opportunities
  • Inclusive Culture
  • Competitive compensation

To learn more about a career at MMA, check us out online : http : / / marshmma.com / careers or flip through our recruiting brochure : https : / / bit.ly / 3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick :

  • https : / / www.instagram.com / lifeatmma /
  • https : / / www.facebook.com / LifeatMMA
  • https : / / www.linkedin.com / company / marsh-mclennan-agency /

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

Who you are is who we are.

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.

MMAPCSN

LI-Hybrid

Last updated : 2024-05-18

Job Summary

JOB TYPE

Full Time

SALARY

$56k-73k (estimate)

POST DATE

05/20/2024

EXPIRATION DATE

08/17/2024

Show more

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The job skills required for Client advisor include Client Service, etc. Having related job skills and expertise will give you an advantage when applying to be a Client advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client advisor. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client advisor positions, which can be used as a reference in future career path planning. As a Client advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client advisor. You can explore the career advancement for a Client advisor below and select your interested title to get hiring information.

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If you are interested in becoming a Client Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Advisor for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Advisor job description and responsibilities

Attend all renewal strategy and budget meetings and prepare renewal proposals for all clients.

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Advisors do meeting with prospective new clients to earn the right to give them advice.

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Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors.

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Review bonds wordings and provide clear verbal and written guidance to clients regarding the suitability of the bond wording submitted.

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Ability to build relationships with client teams and key stakeholders.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Advisor jobs

A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.

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Typically, clients meet with financial advisors once or twice quarterly though this depends on the advisor.

03/07/2022: Dallas, TX

Financial advisors need client relationship skills to attract new clients and retain the clients they already have.

02/26/2022: Billings, MT

Providing excellent customer service and developed long-standing client relationships with repeat business.

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Client advisots must be excellent communicators capable of leading a team.

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Step 3: View the best colleges and universities for Client Advisor.

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