Private Client Advisor (High Net Worth)

Private Client Advisor, High Net Worth (Open to Remote - US Pacific Region)

Marsh Private Client Services seeks a talented Private Client Advisor to join the Los Angeles team. As a Client Advisor, you will act as the first point of contact for clients, in relationship to overall policy review, expanded services and coverages as well as renewals.

What is in it for you?

• A company with a strong brand and strong results to match
• Culture of internal mobility, collaboration and valued partnership with HR from the business
• Competitive pay, performance bonus potential, full benefits package starting day one (medical, dental, vision, life insurance, generous 401k match AND automatic contribution)
• Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan
• Generous paid time off for vacation, sick, company holidays and time to give back to your community
• Employee Resource Groups, which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations

We will count on you to:

• Review client exposures, loss experience and current coverage and recommend appropriate products and services. Present clients with accurate market data from appropriate resources to advise and counsel on complex risks.
• Provide 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. Manage client account receivables to ensure timely collection of premiums and payments to carriers.
• Understand, introduce and leverage the services of PCS Specialty Practice areas, as appropriate, including surplus lines placements.
• Conduct Client Advisory Reviews via teleconference meetings and occasional face-to-face meetings. On larger or more complex client, a manager/colleague will be present.
• Implement and maintain a quality service plan ensuring the accuracy of binders, policies, and other relevant documents that are delivered to clients.
• Communicate client's risk solution and binding instructions to carriers.
• Be responsible for new business development of assigned book of business through referrals and expanding existing client programs.
• Be accountable for client retention through delivery of exceptional client service.
• Build relationships with clients, Marsh colleagues and centers of influence that facilitate asking for and receiving high quality referrals that become clients.

What you need to have:

• High School Diploma
• Two or more years' experience in high net worth personal lines industry, including thorough knowledge of personal lines products and the unique needs of high net worth clientele
• California Property & Casualty License
• Exceptional computer skills (Microsoft Office Suite Word, Excel, Outlook, etc.)
• Prior use of and/or familiarity with Agency Management Systems such as Applied, Sagitta or Epic
• Ability to prioritize workload according to volume, urgency and deadlines, etc.
• Strong organizational skills and high attention to detail
• Ability to work collaboratively with others
• Ability to be discrete and maintain confidentiality on a wide range of issues
• Strong verbal and written communication skill set
• Resourceful and proactive
• Flexible to travel as client and company needs require.

What makes you stand out?

• Bachelor Degree, preferred
• 4+ years of client management experience
• Key relationships with luxury carriers, such as AIG, Chubb, PURE
• Professional designations a plus, e.g. CPCU, CIC, etc.

Marsh is the world's leading insurance broker and risk adviser. With over 35,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh & McLennan Companies (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue approaching US $17 billion and 76,000 colleagues worldwide, MMC helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. Follow Marsh on Twitter @MarshGlobal; LinkedIn; Facebook; and YouTube, or subscribe to BRINK.

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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