
Private Client Advisor
필수 스킬
Excel
Company:
Description:
Private Client Advisor 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 Private Client Advisor at MMA.
Marsh Mc Lennan 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 Mc Lennan (NYSE: MMC).
A day in the life.
As our Advisor on the Private Client
team, you’ll: -Develop new business sales to meet or exceed production goals.
- Follow up on all referrals and expiration dates.
- Qualify insurance prospects for insurability and quality of risk.
- Gather all information necessary to underwrite and quote each risk.
- Review and expand coverages to existing accounts.
- Maintain a current level of knowledge on forms and coverages for all carrier partners.
- Participate in sales meetings and seminars for skill and knowledge development.
- Keep abreast of selling trends and techniques using agency-selling aids to help maintain a competitive status for the agency within the industry.
- Work closely with the Account Manager to formulate a complete submission and establish a solid relationship with each client.
- Communicate to all involved parties in a timely, accurate, and professional manner.Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- Current Florida 2-20 or 20-44 License
- College degree desirable; Three years’ experience in Personal Lines Sales; or equivalent combination of education and experience.
- Possess skills necessary to communicate with clients, carriers and prospects concerning Personal Lines coverage.
- Ability to maintain a professional manner at all times.
- Intermediate knowledge of Microsoft Outlook, Excel and Word.
- Knowledge of Sagitta Agency Management System, or willingness to learn.
- Career development includes obtaining professional insurance designations.
- Ability to work as part of a team
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 work
- Charitable contribution match programs
- Stock purchase opportunities
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/
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 Mc Lennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMAPCS
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Marsh McLennan 소개

Marsh McLennan
PublicMarsh McLennan is a global professional services firm providing risk management, strategy consulting, and human capital solutions. The company operates through four main businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman.
10,001+
직원 수
New York
본사 위치
$21.3B
기업 가치
리뷰
10개 리뷰
3.7
10개 리뷰
워라밸
3.2
보상
2.8
문화
4.1
커리어
2.5
경영진
2.8
65%
지인 추천률
장점
Supportive management and good work-life balance
Strong company culture and values
Job security and stability
단점
Below market compensation and pay issues
High workload and overwhelming demands
Limited career advancement opportunities
연봉 정보
0개 데이터
Junior/L3
Junior/L3 · Business Analyst
0개 리포트
$25,716
총 연봉
기본급
-
주식
-
보너스
-
$21,860
$29,572
면접 후기
후기 1개
난이도
1.0
/ 5
면접 과정
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
Technical Assessment
5
Final Interview
6
Offer
자주 나오는 질문
Behavioral/STAR
Technical Knowledge
Past Experience
Industry Regulations
Risk Assessment
최근 소식
Teacher Retirement System of Texas Increases Stock Position in Marsh & McLennan Companies, Inc. $MRSH - MarketBeat
MarketBeat
News
·
2w ago
Marsh & McLennan Companies, Inc. $MRSH Stock Holdings Decreased by B. Metzler seel. Sohn & Co. AG - MarketBeat
MarketBeat
News
·
2w ago
[HIRING] a Power and Renewable Energy Broker! in Marsh McLennan
Company: Marsh McLennan Location: UK 📍 Date Posted: April 23, 2026 📅 Categories: #finance #fulltime Apply & Description 👉 https://jobboardsearch.com/redirect?utm_source=reddit&utm_medium=bot&utm_id=jobboarsearch&utm_term=jobicy.com&rurl=aHR0cHM6Ly9qb2JpY3kuY29tL2pvYnMvMTQyNDAwLXBvd2VyLWFuZC1yZW5ld2FibGUtZW5lcmd5LWJyb2tlcg==
·
2w ago
·
1
Marsh - Forbes
Forbes
News
·
2w ago