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Senior Wealth Management Consultant
2 months ago
Position Overview:
Our unique approach.
At Marsh McLennan Companies, we pride ourselves on fostering an award-winning, inclusive workplace culture that is cultivated through the dedication of exceptional individuals. Our team comprises some of the most talented professionals in the industry, all committed to delivering impactful and meaningful work every day. Discover how you can excel as a Senior Wealth Management Consultant within our Private Client Services National team.
Marsh McLennan Companies offers a comprehensive suite of solutions, including business insurance, employee health and benefits, retirement planning, and private client insurance services tailored for individuals and organizations seeking boundless opportunities. With a presence across North America, we merge the personalized service of a local consultant with the extensive resources of a global leader in professional services.
Daily Responsibilities:
As a Senior Wealth Management Consultant on our Private Client Services team, you will effectively manage a substantial portfolio of clients, collaborating with experienced colleagues to enhance your skills and advance your career:
- Assess client risks, historical loss data, and existing coverage to recommend suitable products and services.
- Provide clients with precise market insights from relevant sources to advise on intricate risks.
- Deliver proactive client service by anticipating needs and addressing inquiries through various communication channels.
- Collect information regarding clients' risk management requirements and financial risk tolerance, proposing diverse solutions to mitigate their exposure.
- Develop and present renewal proposals to current clients and facilitate annual Client Advisory reviews.
- Ensure client retention through outstanding service delivery and foster new business opportunities through referrals and expanded client programs.
- Negotiate with multiple insurance providers to offer comprehensive coverage options while adhering to industry regulations and standards.
Ideal Candidate:
We are eager to connect with you if your professional background includes the following qualifications:
- A minimum of 5 years of experience in personal lines insurance, particularly with High Net Worth clients.
- Possession of a Property & Casualty (P&C) License.
- Strong client service orientation with a focus on managing expectations effectively.
- Willingness to travel for client and company engagements as necessary.
Additional qualifications that would be advantageous, though not mandatory, include:
- A Bachelor's degree.
- Professional designations such as CPCU, CIC, CPRIA, etc.
- Previous experience with luxury insurance carriers, including AIG, Chubb, and PURE.
We recognize that exceptional candidates may not meet every single requirement. If you feel you are a strong fit, we would be very interested in discussing your potential.
Benefits and Perks:
We value the contributions of our colleagues both within and outside the organization. Our culture promotes well-being through comprehensive benefit programs and resources, encourages professional and personal growth, and celebrates opportunities for colleagues to engage in fulfilling projects beyond their work responsibilities.
Some of the benefits associated with this role include:
- Generous paid time off, including personal and volunteer days.
- Tuition reimbursement and opportunities for professional development.
- Flexible and hybrid work arrangements.
- Charitable contribution matching programs.
- Stock purchase options.
- A commitment to an inclusive culture.
- Competitive salary and compensation packages.
