Private Client Services Advisor
| Company | Marsh & McLennan |
|---|---|
| Location | Fargo, ND, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- 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
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
Preferred Qualifications
- Bachelor’s degree in risk management, business or closely related field
- Property & casualty license (Required within first 3 months)