Private Client Advisor

Marsh McLennan Agency (MMA)

Hybrid
Develop new business sales
Follow up on referrals
Qualify insurance prospects
As an Advisor on the Private Client team, you will develop new business sales to meet or exceed production goals, follow up on all referrals and expiration dates, and qualify insurance prospects for insurability and quality of risk

Job Summary

  • As an Advisor on the Private Client team, you will develop new business sales to meet or exceed production goals, follow up on all referrals and expiration dates, and qualify insurance prospects for insurability and quality of risk.
  • You will gather all information necessary to underwrite and quote each risk, review and expand coverages to existing accounts, and maintain a current level of knowledge on forms and coverages for all carrier partners.
  • The company offers valuable benefits including generous time off, tuition reimbursement, professional development opportunities, hybrid work, charitable contribution match programs, and stock purchase opportunities.

Matching Summary

As an Advisor on the Private Client team, you will develop new business sales to meet or exceed production goals, follow up on all referrals and expiration dates, and qualify insurance prospects for insurability and quality of risk.

Skills & Requirements

Must-have

  • Develop new business sales
  • Follow up on referrals
  • Qualify insurance prospects
  • Gather underwriting information
  • Review and expand coverages
  • Maintain knowledge of forms and coverages

Nice-to-have

  • Award-winning culture
  • Inclusive workplace
  • Professional development opportunities
  • Team-oriented collaboration
  • Client-focused approach

Key Requirements

  • Current Florida 2-20 or 20-44 License
  • Three years' Personal Lines Sales experience
  • Intermediate Microsoft Outlook, Excel, Word knowledge
  • Sagitta Agency Management System knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter