Private Client Services Advisor - Sales
About the job
- A high school diploma or general education degree is required.
- At least 2 years of experience and/or training in the insurance industry, with exposure to private client services rating systems.
- At least 2 years of experience managing client relationships, including face-to-face client interactions and meetings.
- A property and casualty license is required within the first 3 months of employment.
- Develop relationships with prospective individuals in the community to create qualified opportunities and recommend solutions that meet their insurance needs.
- Manage executive-level client relationships while appropriately delegating daily activities to practice group team members.
- Build a profitable book of business using company resources to identify and close qualified prospects, while meeting or exceeding individual sales goals.
- Network and establish centers of influence.
- Participate in ongoing training, education, and sales meetings to improve sales skills and enhance industry and product knowledge.
- Use the company sales methodology to engage more effectively with prospects and clients.
- Coordinate client service with the account management team for new business, renewals, mid-year reviews, and claims and experience reports.
- Use Salesforce to manage the sales process for prospects and clients.
- Provide technical advice and risk management consulting services that meet clients' insurance needs while ensuring compliance with company policies and regulations.
- A bachelor's degree in risk management, business, or a closely related field.
About the company
Marsh & McLennan Companies, which operates under the Marsh brand, is an insurance broker and consulting group serving businesses, governments and institutions worldwide. Its Marsh Risk unit arranges property, casualty, cyber and employee-benefit coverage, while Guy Carpenter places reinsurance for insurers. Mercer advises employers on pay, benefits, retirement and investments, and Oliver Wyman, Lippincott and NERA handle strategy, brand and economic consulting. Brokers earn commissions and fees from placing coverage, and consultants bill client fees or charge fees based on assets or plan members. The company traces its roots to 1871 and is headquartered in New York City.
Company Size
10,001+
Company Stage
N/A
Total Funding
N/A
Headquarters
New York, NY
Founded
1871
Get referred to Marsh & McLennan
See people who can refer or advise you
Simplify's Take
What believers are saying
- Consulting drives growth: Mercer and Oliver Wyman's group grew 8% organically in the June 2026 quarter, versus 3% for broking.
- Profits cushion jobs: Marsh kept about 27 cents of operating profit per sales dollar in 2025, before one-time costs.
- Many career paths under one employer: 95,000+ colleagues span broking, reinsurance, benefits and strategy consulting in 130 countries.
What critics are saying
- Expect cuts: Thrive, announced October 2025, sets aside $500 million, mostly severance and technology, to save $400 million yearly.
- Pricing works against broking: Marsh's index shows commercial rates fell 6% in the June 2026 quarter, an eighth straight drop.
- Back-office roles are being consolidated: a Business and Client Services unit is pooling operations and technology teams company-wide.
What makes Marsh & McLennan unique
- Consulting is a third of the business: Mercer and the Oliver Wyman group earned 36% of 2025 revenue.
- Investment management sets it apart: Mercer is the world's largest outsourced chief investment office, running portfolios for institutions.
- Scale sets it apart: 2025 revenue grew 10% to $27.0 billion across broking, reinsurance and consulting.
Help us improve and share your feedback! Did you find this helpful?