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Client Advisor Associate (MMA PCS)

Marsh and McLennan

This is a Full-time position in Los Angeles, CA posted August 5, 2022.

MMA PCS-N is seeking candidates for the following position:

Client Advisor Associate (MMA PCS)

Future Candidates of the Client Advisor Associate Training Program are self-starters with a high degree of team orientation.   Trainees are expected to analyze and solve for client needs (internal and external), in the Private Client Services division.  The Private Client Services team meets the needs of high-net worth, affluent individuals and families, and trainees are expected to use sound judgment, including confidentiality, in their interaction with colleagues, clients and referral sources when discussing any prospect or client situation. 

What can you expect?

  • Proven ability to learn quickly and without daily instruction, members of the trainee class will succeed in a broad range of assignments, assist each other willingly, join in as members of their assigned workgroup, and provide ideas for the enhancement of this program in future years.
  • This is a 12-18 month training program with the opportunity to move into a Private Client Advisor or Sales & Risk consultant role after successful gradation from the program (12-18 month duration)

What is in it for you?

  • A company with a strong brand and strong results to match
  • Culture of internal mobility, collaboration and valued partnership with HR from the business
  • Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations
  • Competitive pay (salary and performance bonus potential), Full benefits package – starting day one (medical, dental, vision, life insurance, generous 401K match)
  • Flexible work opportunities for work/life balance
  • Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan

We will count on you to:

  • Assist in the Stewardship process by ordering designated summaries in advance of target renewal dates as well as final preparation of renewal summaries, once received by Summary Assembly Team (SAT), to include Year over Year comparison, quotes for recommendations, and binding for delivery
  • Assist in the quoting process when existing account remarkets are require
  • Assist in new business process by establishing Applied file, create binders, identification cards, cancellation forms and coordination of new business policy delivery
  • Quote coverages on carrier websites and find supporting information on coverages, as directed
  • Miscellaneous spreadsheets and research, as needed, for client reviews and prospect meetings
  • Perform Ad hoc report requests from Client Advisor Manager
  • Assist in the updating and maintaining office forecasts
  • Interact with colleagues and Client Advisor Manager (CAM) to assure work assignments given are prioritized as to importance
  • Effectively manage phone coverage to assure clients are immediately assisted and/or routed to the appropriate person in an efficient, friendly manner
  • At CAM’s direction process endorsements, mortgagee/lienholder inquiries, client identification requests and billing inquiries
  • Quality check new business placed to make sure in compliance with Client First Principles, including all applicable new business codes are accurately noted in Applied upon placement
  • Adhere to principals of the Greater Good by encompassing Marsh Best Practices for Compliance and Transparency professional standards
  • Utilize the Applied system in an accurate and timely manner to enter and maintain all pertinent account information.
  • Complete all Marsh/PCS required learning courses and utilize internal references tools to keep current on company policy and procedures, carrier developments and marketplace trends.
  • Maintain current understanding of carrier contracts, changes and enhancements to coverage.
  • Take an active role in personal professional development by discussing career aspirations with your manager and if applicable, jointly establishing a development plan.
  • Property & Casualty license required

What you need to have: 

  • Technological ability to learn multiple carrier websites for the purposes of quoting, locating carrier specific information and obtaining policy declarations as needed
  • Excellent organizational and time-management skills to handle multiple tasks and prioritize effectively
  • Detail oriented to ensure accuracy
  • Possess self-discipline, self-motivation and ability to meet assigned objectives
  • Effective written and verbal communication skills, including the ability to deliver technical information to less technical individuals
  • Must demonstrate strong active listening and follow up skills
  • Proven time management skills are necessary
  • Ability to analyze data and interpret appropriate action
  • Works well within established procedures

What makes you stand out?

  • Bachelor’s Degree required
  • At least 1 year of personal insurance experience preferred but not required
  • Ability to take and pass the P&C licensing course and exam within 3 months of hiring (if not already licensed)
  • Working knowledge of Microsoft Office Suite and ability to navigate through multiple systems with minimal assistance
  • Be a self-starter who can work independently while also knowing when to work in collaboration with colleagues, managers and the business
  • A demonstrable ability to manage projects to completion
  • A commitment to continued professional education
  • Advanced degree or other professional certifications

Private Client Services – National is part of a broader MMA PCS platform that includes a national footprint of over 100 local offices and a team of more than 850 experienced professionals. PCS – National, previously known as Marsh PCS, is a pioneer in the high net worth insurance space. Established as a dedicated practice of Marsh in 1980, PCS is a rapidly growing 330+ colleague organization under Marsh & McLennan Agency (MMA). The leader of PCS – National serves as the overall Practice Leader for MMA PCS as well. 

Today, we hold the largest share of premium in the high net worth personal lines insurance market space yet we are far from satisfied. In fact, we have the growth mind-set and agility of a start-up and are seeking to add to our industry leading team. If you are talented, smart and driven and looking to join a team that values creativity, diversity and imagining the art of the possible, come check us out. We are determined to redefine the colleague and client experience in the HNW space as we leap into the future. Come help us Make Extraordinary Possible!

Your goals. Your ambitions. Your definition of success. At MMA, we believe nothing should stand in your way of making these a reality. As an MMA colleague, you’ll get personal and professional development opportunities, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement.

As a part of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in risk, strategy, and people, MMA colleagues are part of a network of resources and expertise that sets our organization apart from the competition. Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.