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).
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 mindset 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!
PCS - National is seeking candidates for Midwest Zone Client Advisory Leader.
What can you expect?
This position manages a department that includes multiple teams led by Managers and/or Supervisors in Client Relationship Management.
Responsible and accountable for successfully managing a team of leaders who have Client Advisory staff reporting into them and the Client Advisors manage books of business and a high-yield team account portfolio. Retention, revenue growth and client satisfaction are key priorities of this team. The client advisory team also includes Insurance Assistants as well.
The individual directs growth strategies, solution development and account delegation in the efforts to maintain a portfolio and best assist a team.
What is in it for you?
A business with the most respected brand in the private client segment in the USA for over 4 decades
A parent company that is recognized as a leader in every operating business and has a long track record of strong financial performance
A business that is actively investing for growth with a determination to build the industry's most dynamic platform for private client specialists to practice their trade and build THEIR career.
A culture of collaboration and valued partnership throughout the 330+ PCS - National organization
Competitive Pay (salary and performance bonus potential) & Top Benefits - starting day one (medical, dental, vision, life insurance, etc.)
What job specific responsibilities will the candidate be performing?
Responsible for maintaining and expanding a book of business across the region with high-yield and/or large accounts and meeting personal retention and growth targets and is accountable for a portfolio of a mid-large sized team of service professionals representing a broad region.
Advises the industry or region on organization standards and best practices for account retention and expansion including opportunity identification through targeted market research, quantitative and qualitative presentation development and organization political awareness.
Develops methodologies for account prioritization and opportunity prioritization as dictated by the external business environment, competitor standing, account relationship status and the internal business strategy.
Approves major account delegation decisions leveraging an acute awareness to external market/industry factors, service team capabilities, and cross-functional input and intervenes when conflicts or at-risk status accounts are escalated.
Develops and executes a market or industry specific expansion and marketing strategy informed by insights garnered from team members, competitor positioning, and the external and internal business environments to grow the clients portfolio.
Ensures service delivery excellence, meeting compliance and audit key performance indicators, while directing and coaching the team to high customer service standards. Experience leading through net promoter scoring methodology to identify trends, inform actions and deliver outcomes above the stated goal.
Manages the performance and human capital strategy, including hiring and talent management for a large team
Becomes a frequent attendee and participant in industry events and conferences to build up a strong professional network, maintain proximity to the relevant market and represent the Company as a thought leader.
What qualifications are necessary to have for the role?
Ten years of relevant experience
Excellent verbal and written communications skills
Demonstrated experience managing a team; this role is a leader of leaders.
What makes you stand out?
P&C License required
Bachelor's degree in related field preferred
Evidence of being self-motivated and accountable and willing to put in the extra effort
Marshis the world's leading insurance broker and risk adviser. With over 35,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business ofMarsh McLennan(NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue approaching US $17 billion and 76,000 colleagues worldwide, MMC helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses:Marsh,Guy Carpenter,Mercer, andOliver Wyman. Follow Marsh on Twitter@MarshGlobal;LinkedIn;Facebook; andYouTube,or subscribe toBRINK.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity.