Private Client (Personal Lines) Insurance Advisor - New Berlin WI

Why choose Marsh & McLennan Agency (MMA)?

Make a career. Make a difference. When you work at MMA, you'll experience real opportunities to help people and businesses become more safe, secure, and successful. With MMA, you can create a career that matters.

Interested? Marsh & McLennan Agency (MMA) located in New Berlin, WI may be the place for you. As an MMA colleague, you'll get personal and professional development, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement. Discover how much is possible as you grow or advance your career.

**POSITION SUMMARY**

The Private Client Insurance Advisor is responsible for the servicing of private client accounts, including selling additional policies and coverages to existing clients, and quoting and placing business for new clients.

**ESSENTIAL FUNCTIONS**

• Manage a book of insurance business while acting with a high degree of independent discretion and decision-making.

• Develop new business from existing accounts and assigned leads to meet production goals.

  Review insurance needs with prospective customers, make coverage recommendations and prepare insurance quotations as needed.

  Prepare and submit applications and coordinate premium payment with client.

  Prepare premium and coverage comparisons for clients to review insurance and make appropriate recommendations for improvements.

  Service existing customer accounts with activities related to renewals, endorsements, cancellations, reinstatements, rewrites and claims.

  Access various carrier websites for account information related to quoting, coverage, billing, claims, underwriting information, etc.

  Provide professional courteous service to our clients and business partners.

• Maintain account information in agency management system including the proper documentation of conversations.

  Review download reports to manage renewal and new policies.

  Handle claim related matters with clients and carriers.

  Assist Private Client Manager and other team members as needed.

  Attend industry related continuing education training and courses.

  KNOWLEDGE, SKILLS & ABILITIES

  Minimum of 2 years experience or demonstrated proficiency in a Private Client (Personal Lines) Account Management or other customer service related role.

  Excellent oral and written English communication skills.

  Superior customer service and problem solving skills.

  Property & Casualty Insurance License.

  Ability to work in a team environment.

  Proficient computer skills including the use of programs in Microsoft Office Suite.

  WORK ENVIRONMENT & PHYSICAL DEMANDS

• Sit for long periods of time, stand, walk, move about the facility
• Demonstrate sufficient hand, arm and finger dexterity to operate computer keyboard and other office equipment
• Speak and hear sufficiently to communicate in person, virtually, and over the phone
• Read words and numbers
• Meet expectations for attendance and punctuality
• Able to concentrate and pay attention to details
• Interact professionally cooperatively and productively
• Perform in a manner that prevents errors and omissions
• Tolerate a constant, moderate noise level
• Work independently
• Carry out assignments to completion within parameters of general instructions, prescribed routines and standard practices
• Tolerate high levels of stress and a stressful work environment

• Meet multiple deadlines consistently

Marsh & McLennan Agency (MMA) provides colleagues the freedom to make a career and difference. We encourage you to explore your curiosity and creativity. We gain new insight from diverse thinking, and take risks on new ideas. 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. More than just insurance brokers, we believe that a business culture that supports a healthy, safe work environment does so by offering the right benefits, programs, policies and opportunities to keep employees engaged and productive including: health and welfare, tuition assistance, 401K, employee assistance program, volunteer opportunities, and other programs.

You can apply your talent in bold ways that make a difference at MMA. For more information about our company, please visit us at: http://marshmma.com/careers.