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
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