Private Client Advisor

Private Client Advisor

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 Advisor at MMA.

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).

• Develop new business sales to meet or exceed production goals.
• Follow up on all referrals and expiration dates.
• Qualify insurance prospects for insurability and quality of risk.
• Gather all information necessary to underwrite and quote each risk.
• Review and expand coverages to existing accounts.
• Maintain a current level of knowledge on forms and coverages for all carrier partners.
• Participate in sales meetings and seminars for skill and knowledge development.
• Keep abreast of selling trends and techniques using agency-selling aids to help maintain a competitive status for the agency within the industry.
• Work closely with the Account Manager to formulate a complete submission and establish a solid relationship with each client.
• Communicate to all involved parties in a timely, accurate, and professional manner.

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

• Current Florida 2-20 or 20-44 License
• College degree desirable;
  Three years’ experience in Personal Lines Sales; or equivalent combination of education and experience.
• Possess skills necessary to communicate with clients, carriers and prospects concerning Personal Lines coverage.
• Ability to maintain a professional manner at all times.
• Intermediate knowledge of Microsoft Outlook, Excel and Word.
• Knowledge of Sagitta Agency Management System, or willingness to learn.
• Career development includes obtaining professional insurance designations.
• Ability to work as part of a team

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.

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

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