- Reviews client exposures, loss experience and current coverages and recommends appropriate products and services.
- Presents clients with accurate market data from appropriate resources to advice and counsel on complex risks.
- Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, over the phone or via email.
- Gathers information from client related to risk management needs, financial loss tolerance and evaluate and propose a variety of solutions to manage client's risk.
- Creates and presents renewal proposals to existing clients and conducts annual interactive Client Advisory reviews.
- Accountable for client retention through delivery of exceptional client service and new business development through referrals and expanded client programs.
- Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients and prospects, while conforming to all laws, regulations and requirements governing the insurance industry
- 3 plus years' personal lines insurance experience with High Net Worth clientele
- Property & Casualty (P&C) License
- Client service orientation with balance on managing expectations.
- Ability to travel for client and company meetings as needed
- Bachelor's degree
- Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
- Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid and flexible work
- Charitable contribution match programs
- Stock purchase opportunities
- Inclusive Culture
- Competitive compensation
-
-
Client Advisor
1 week ago
Neuberger Berman Group LLC Chicago, United StatesSummary · The Vice President, Institutional Client Advisor (CA) will work independently and closely with the Managing Director, Client Advisor on a large market territory. The CA's objective is to better penetrate this large territory through business development activities (pro ...
-
Client Advisor
1 day ago
LVMH Chicago, United StatesPoste · Our Louis Vuitton Nordstrom Chicago location is seeking a highly motivated Full-Time Client Advisor with a passion for creating memorable experiences for our worldly clientele. · We are seeking candidates in the Chicago market with flexible availability. · Profil · This i ...
-
Client Advisor
1 week ago
Northern Trust Chicago, United StatesAbout Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...
-
Client Advisor
2 days ago
Emerging Blue Jobs Chicago, United StatesJob Description · Job Description · Our client is a luxury ready to wear and lifestyle company. Known for its knitwear, garments made of the finest · natural materials, and understated elegance. For more than 25 years, our client has created modern design with old world · inf ...
-
Client Advisor
2 days ago
Emerging Blue Jobs Chicago, United StatesJob Description · Job DescriptionOur client, a luxury apparel company in Chicago, is hiring a full time Client Advisor in Chicago · As a Client Advisor, you are representing the brand in the luxury market and lifestyle market, offering the highest level of customer service, maint ...
-
Client Advisor
1 week ago
Emerging Blue Jobs Chicago, United StatesJob Description · Job DescriptionOur client is a luxury ready to wear and lifestyle company. Known for its knitwear, garments made of the finest · natural materials, and understated elegance. For more than 25 years, our client has created modern design with old world · influences ...
-
client advisor
1 week ago
LVMH Chicago, United StatesPoste · Symbol of elegance and authentic luxury with its sophisticated and timeless Collections, CELINE is a French Leather-Goods and Couture House, driven by a strong artistic and holistic vision. · CELINE's ambition is to be one of the most iconic luxury brands worldwide. To m ...
-
Associate Client Advisor
2 weeks ago
Bessemer Trust Chicago, United StatesJob Summary: · This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Asso ...
-
Senior Client Advisor
1 week ago
The Principal Financial Group Chicago, United StatesWere looking for a Senior Client Advisor to join our Institutional Sales team at Principal Asset Management where you will play a pivotal role in fostering inclusive partnerships and drive sustainable growth. Reporting to Amanda Wilson, Managing Dir Client Advisor, Management, Sa ...
-
Associate Client Advisor
2 weeks ago
Bessemer Trust Chicago, United StatesJob Summary: · This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Assoc ...
-
Lead Client Advisor
1 week ago
The Judson Group Chicago, United StatesJudson Group has been retained by a privately-held RIA with over $1.3B AUM in the search for a · Lead · Client Advisor · to take on existing client relationships. The Lead Client Advisor acts as the primary manager of the client relationship and other service areas of the firm ...
-
Alternatives Client Advisor
1 week ago
Neuberger Berman Chicago, United StatesInformation regarding Neuberger Berman's privacy policy is available under Important Links on . · Alternatives Client Advisor page is loaded · Alternatives Client Advisor · Apply · locations · Chicago, IL · time type · Full time · posted on · Posted Yesterday · job requ ...
-
Private Client Advisor
6 days ago
Henley & Partners - The Firm of Global Citizens® Chicago, United StatesAs the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. · Why choose Henley & Partners? Here's what sets us apart: · Global Impact: Join a company that mak ...
-
Private Client Advisor
1 day ago
Henley & Partners - The Firm of Global Citizens® Chicago, United StatesJoining Henley & Partners · As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. · Why choose Henley & Partners? Here's what sets us apart: · Global Imp ...
-
Senior Client Advisor
4 weeks ago
Crucial Learning Chicago, United StatesSenior Client Advisor - Great Lakes · Reports To: · Director of Sales · Employment Type: · Full Time, · FSLA Status: · Exempt, · EEO Category: · Sales Workers · The Impact you Will Have: · You will be responsible for hitting or exceeding an annual revenue quota from both a ...
-
Senior Private Client Advisor
1 day ago
Marsh & McLennan Companies, Inc. Chicago, United StatesOur not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 10,000 of the industrys brightest talent drive our efforts to deliver purposeful work a Client Advisor, Private, Advisor, ...
-
Senior Client Advisor Chicago
3 days ago
Dolce & Gabbana Chicago, United StatesDolce & Gabbana, a leader in the world of luxury fashion, presents an exceptional career opportunity In Chicago. We are seeking an exceptional Senior Client Advisor with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand ...
-
Client Advisor, Giorgio Armani Chicago
2 weeks ago
Armani Group Chicago, United States Full time RegularJOB DESCRIPTION · Client Advisor | Giorgio Armani Chicago | Full-Time · As an associate with Giorgio Armani Corporation, you will be part of a diverse team , who you will work with to drive sales and provide an excellent client experience that represents the brand. Your abili ...
-
Insurance Private Client Advisor
1 day ago
Marsh McLennan Companies Chicago, United States Full timeDescription:Job Description For Posting · Our Unique Company Culture: · At our company, our award-winning, inclusive, and vibrant workplace culture is not something that happens by chance. It is a direct result of the dedication and hard work of our exceptional team members. More ...
-
Client Advisor, Visual Specialist
1 week ago
LVMH Group Chicago, United StatesLOEWE is one of the world's major luxury houses, founded in 1846 in Spain. Today the Maison is under the creative direction of Jonathan Anderson, who has envisioned and crafted a bold new chapter for LOEWE, translating a prismatic and eclectic range of art influences into the med ...
Private Client Advisor - Chicago, United States - Marsh & McLennan Companies, Inc.
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
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 Senior Private Client Advisor at Marsh McLennan Agency Private Client Services National, Chicago team.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities.
MMC).
A day in the life.
As our Senior Private Client Advisor on the Private Client Services team, you'll successfully support a high-volume book of business to our Private Client clientele and work alongside tenured colleagues to gain experience and skill sets for professional growth:
We'd love to meet you if your professional track record includes these skills:
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:
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.
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