Private Client Sales and Risk Consultant

Location
San Francisco, California
Salary
Not Specified
Posted
Jun 10, 2024
Closes
Aug 09, 2024
Ref
R_268744#GIJ-MarshMcLennan.1
Job Type
Not Specified
Career Level
Not Specified
Workplace
In-Office

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 10,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Private Client Sales and Risk Consultant at MMA Private Client Services – National.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

As our Sales and Risk Consultant on the Private Client Services National team, you'll be responsible for the personal risk management assessment of the prospect's portfolio, identifying solutions and placement strategies to address needs, and ensuring a seamless transition to the Client Advisor.

  • The Sales and Risk Consultant gathers current coverage information from prospect and evaluates, analyzes, and prepares comprehensive risk evaluation to include product and service requirements.
  • Delivers individual advice including advantages and disadvantages of the various options and make recommendations during a one on one with prospects and clients.
  • Negotiates with multiple insurance carriers to provide comprehensive coverage options for prospect's proposals, while conforming with laws, regulations and requirements governing the insurance industry
  • Generates referrals from prospects and clients.
  • Responsible for meeting new business development goals and forecasting.
  • Reviews and interprets carrier contract language to deliver optimal client coverage recommendations.
  • Includes practice specialists, as needed throughout the business development process to best manage prospect's risk exposure.
  • Works with Business Development Executives and Client Advisors as appropriate to grow and expand referral sources.

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

  • 3+ years personal lines business development experience with high-net-worth clientele
  • P&C License
  • Some travel required

These additional qualifications are a plus, but not required to apply:

  • Bachelors degree preferred.

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

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

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

The applicable base salary range for this role is $63,500 to $118,500. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other wellbeing programs as well as employee assistance programs.

Follow us on social media to meet our colleagues and see what makes us tick:

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other wellbeing programs as well as employee assistance programs.

Who you are is who we are.

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.

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

#MMAPCSN

#LI-Hybrid

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