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Marsh McLennan Agency · 2 weeks ago

Private Client Services Advisor

Fargo, ND

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Marsh McLennan Agency (MMA) is a leading provider of business insurance and private client insurance solutions. As a Private Client Services Advisor, you will develop relationships with prospective clients, manage executive-level client relationships, and utilize the MMA sales model to meet clients' insurance needs.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Actively work to build a profitable book of business utilizing MMA resources to identify and close qualified prospects, while meeting or exceeding individual sales goals

Actively engage in networking and establishing centers of influence

Participate in ongoing training, education and sales meetings to improve sales skills and enhance industry and product knowledge

Utilize our MMA Sales Methodology to more effectively engage with prospects and clients

Coordinate highest levels of client service with the account management team for new business, renewals, mid-year reviews, and claims/experience reports

Utilize the Salesforce system to manage the sales process for prospects and clients

Provide our clients with strong technical advice and risk management consulting services that meet their insurance needs while ensuring compliance with all company polices and regulations

Qualification

Insurance industry experienceClient relationship managementSalesforce proficiencyRisk management consultingNetworking skillsConsultative sales skillsTrainingEducationProperty & casualty license

Required

High school diploma or general education degree

2+ years' experience and/or training in insurance industry, and exposure to the private client services rating systems

2+ years managing client relationships including face-to-face client interactions & meetings

Preferred

Bachelor's degree in risk management, business or closely related field

Property & casualty license (Required within first 3 months)

Benefits

Generous time off, including personal and volunteering

Tuition reimbursement and professional development opportunities

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees