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Private Client Services - Senior Private Client Advisor , Personal Lines

Location: Chicago, Illinois, United States

Secondary Locations: Minneapolis,Minnesota,United States;

Company: Marsh

Job ID R_093182-en

Position Summary Acts as primary contact for clients in relationship to overall management of their personal insurance program. The client advisor (CA) is responsible for staying abreast of changes in clients’ lifestyle that impact their risk profile and coverages, conducting annual reviews of clients’ insurance program, negotiating with carriers on client’s behalf, based on detailed market knowledge, and recommending appropriate coverages, limits and risk management solutions to clients. CA’s are also responsible for new business generation by obtaining referrals from existing clients and centers of influence and expanding relationships with current clients. Responsibilities Client - Book contains several complex clients with high activity and frequent contact. - Exhibits self-management of their book of business. Sheds transactional clients to create capacity for newly sourced clients. - Provides proactive day-to-day client service by anticipating and evalua


Education (degree / diploma) - Bachelor’s degree preferred Experience - 3-5+ years personal insurance background required with some client facing experience, some exposure to high-net worth clients and carriers preferred Knowledge and skills (general and technical) - Able to independently quote coverages for existing clients and has familiarity with excess & surplus placements. - Demonstrates an understanding of cultivating opportunities from within their client’s centers of influence - Excellent verbal & written communication skills - Ability to work well in a team environment - Excellent technical and computer skills (MS Office etc) - Maintains confidentiality and professionalism - Adheres to policies, practices & procedures - Client service orientation with balance on managing expectations Other requirements (licenses, certifications, specialized training) - Holds appropriate P&C License. Professional designations a plus, e.g. CPCU, CIC, etc. - Flexible to tra

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