Private Client Advisor - Private Client Services - Marsh - Melville, NY
Marsh & McLennan Companies - Melville, NY

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Acts as primary contact for clients in relationship to overall account maintenance. Generates new business by obtaining referrals and expanding relationships with current clients as it relates to high end personal lines insurance needs.

Provides proactive day-to-day client service by anticipating client needs and responding to client questions and issues in a timely manner.

Provides clients with accurate factual information utilizing appropriate resources. Makes necessary contacts both inside and outside of the organization in order to obtain client requested information and then relays information.

Reviews client exposures, loss experience and current coverages and recommends appropriate products and services.

Gathers information from client related to risk management needs and evaluates best way to manage the client's risk.

Creates and presents renewal proposals to existing clients. Conducts stewardship reviews with clients on an annual basis or as appropriate.

Communicates clients' needs and binding instructions to carriers.

Responsible for growth of assigned book of business.

Understands, introduces and leverages the services of PCS Specialty Practices areas as appropriate.

Networks with client's trusted advisors, including other Marsh colleagues associated with the client, to solicit new client relationships.

Coordinates client preferences among related relationships within a complex book of business.

Makes necessary contacts both inside and outside of the organization in order to obtain client requested information seeking innovative solutions and resolution to emerging needs.

Escalates internal and external service concerns that other clients may also be experiencing to appropriate departments for action and prevention of further client impact.

Implements and maintains a quality service plan ensuring the accuracy of binders, policies, and other relevant documents.

Manages client accounts receivables to ensure timely collection of premiums and payments to carriers.

Utilizes the Applied system in an accurate and timely manner to enter and maintain all pertinent account information.

Ensures that all regulatory requirements are met and complies with all internal policies and procedures.

Plans and manages the ongoing stewardship annual review process as appropriate.

Handles a large national book of business containing complex personal lines risks including excess & surplus lines placements.

Other duties as assigned.

The successful candidate will exemplify Marsh’s IGNITE Operating Principles, the behaviors that guide our conduct and growth - In Touch: Get out in front by being informed and being connected; Genuine: Be authentic with clients and each other; Nimble: Be flexible and move quickly to deliver quality results; Inclusive: Be open to diverse ideas, experiences and backgrounds; Trusted: Stand for integrity and ethical behavior; and Engaged: Actively participate in making Marsh extraordinary.



Strong preference for affluent personal lines insurance experience.

Holds appropriate P&C license. Professional designations a plus, e.g. CPCU, CIC, etc.

Bachelor's degree strongly preferred.

Flexible to travel as client and company needs require.


Must have a demonstrated ability to expand new business, grow client relationships and obtain client referrals.

Effective written and verbal communication skills, including the ability to communicate with remote locations, external clients, and vendors. Demonstrated ability to deliver highly technical and complex information to less technical individuals. Proven presentation skills required.

Strong active listening skills with the ability to ask thoughtful and probing questions in order to determine a client's needs. Must be detail oriented with effective follow-up skills.

Proven time management skills are necessary. Must demonstrate the ability to manage multiple priorities, deliver timely and accurate work products with a customer service focus, and respond with a sense of urgency as required.

Must be highly proficient in the use of personal computers and supporting software in a Windows based environment, including MS Office products (Word, Excel, PowerPoint); experience using customer or contact relationship management software strongly preferred, knowledge of Applied is ideal. Should be knowledgeable in the use of intranet and internet applications.

Demonstrated ability to function effectively as a team-oriented self-starter in a high visibility client environment.

Proven ability to exercise sound judgment and strong problem solving skills.

Must demonstrate professional and ethical business practices, adherence to company standards, and a commitment to personal and professional development.

Core Competencies


Attention to Detail

Listening Skills


Oral Presentation

Team Player


Account Servicing

Primary Location


Marsh & McLennan Companies and its Affiliates

are equal opportunity employers

About this company
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Marsh & McLennan Companies is a global professional services firm providing advice and solutions in the areas of risk, strategy and...