Hybrid Private Client Advisor Manager

Posted last month

Apply now

About the role

  • Client Advisor Manager leading advisory efforts at Marsh McLennan Agency. Managing client relations and overseeing team performance in a hybrid work environment.

Responsibilities

  • Guiding client advisory efforts and ensuring top-notch service
  • Keeping a pulse on client satisfaction and proactively delivering solutions
  • Collaborating with the sales team to assign client advisors and manage transitions
  • Building and nurturing relationships with Centers of Influence (COIs)
  • Conducting performance reviews and addressing underperformance
  • Managing relationships with local and regional carriers and ensuring compliance
  • Handling client communications and presentations
  • Participating in hiring and interviewing processes
  • Monitoring key performance indicators (KPIs) to deliver solid financial results
  • Developing business plans that set clear goals for referrals and cross-selling opportunities

Requirements

  • 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
  • 5+ years experience managing individuals and team goals
  • 3-5+ years personal insurance background required with client facing experience
  • Demonstrate an understanding of cultivating opportunities from within their client’s centers of influence

Benefits

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

Job title

Private Client Advisor Manager

Job type

Experience level

Mid levelSenior

Salary

$89,500 - $166,900 per year

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job