Private Client Advisor Team Manager

Marsh McLennan Agency

San Francisco, United States
Base: $89,500 - $166,900; bonus/equity: performanc...
On-site
High-net-worth clientele insurance
Client satisfaction management
Carrier relationship management
As a Private Client Advisor Manager, you will guide client advisory efforts, ensuring top-notch service and proactively delivering solutions to meet client needs

Job Summary

  • As a Private Client Advisor Manager, you will guide client advisory efforts, ensuring top-notch service and proactively delivering solutions to meet client needs.
  • Your role involves managing relationships with local and regional carriers, overseeing audits, and participating in hiring and interviewing processes to build the best talent.
  • We offer valuable benefits including generous time off, tuition reimbursement, professional development opportunities, and a hybrid work model.

Matching Summary

As a Private Client Advisor Manager, you will guide client advisory efforts, ensuring top-notch service and proactively delivering solutions to meet client needs.

Salary

Base: $89,500 - $166,900; Bonus/Equity: Performance-based incentives; Benefits: Health and welfare benefits, tuition assistance, 401K, retirement programs

Skills & Requirements

Must-have

  • High-Net-Worth clientele insurance
  • Client satisfaction management
  • Carrier relationship management
  • Performance review and forecasting
  • Team development and training

Nice-to-have

  • Inclusive workplace culture
  • Proactive solution delivery
  • Cross-organizational collaboration
  • Hybrid workforce leadership

Key Requirements

  • Personal lines insurance experience
  • Property & Casualty (P&C) License
  • 5+ years managing individuals and team goals
  • 3-5+ years personal insurance background
  • Ability to travel for meetings

Work Rights

Not specified

Tailored Resume

Cover Letter