Senior Private Client Advisor

About the role

The Senior Private Client Advisor on the Private Client Services team at Marsh McLennan Agency (MMA) plays a pivotal role in understanding and addressing the unique risk management needs of high-net-worth clients. This position requires a minimum of three years of personal lines insurance experience, a P&C license, and a strong client service orientation.

Responsibilities

• Dive deep into client exposures and loss experiences to tailor insurance solutions.
• Present accurate market data and informed advice to clients.
• Anticipate and address client needs through proactive service.
• Create and present renewal proposals to existing clients.
• Conduct annual Client Advisory reviews to maintain client engagement and satisfaction.
• Negotiate with multiple insurance carriers to secure comprehensive coverage options.
• Ensure compliance with industry laws and regulations during the negotiation process.

Requirements

• Minimum of 3 years' personal lines insurance experience with High-Net-Worth clientele.
• Property & Casualty (P&C) License.
• Client service orientation with a balance on managing expectations.
• Ability to travel for client and company meetings as needed.

Qualifications

• Bachelor’s degree.
• Professional designations such as CPCU, CIC, CPRIA, etc., are a plus.
• Previous experience with luxury carriers like AIG, Chubb, and PURE is a plus.

Skills

• Proactive service mindset.
• Strong negotiation skills.
• Effective communication and presentation abilities.
• Understanding of risk management and insurance policies.

Benefits

• Generous time off, including personal and volunteering leave.
• Tuition reimbursement and professional development opportunities.
• Hybrid work arrangements.
• Charitable contribution match programs.
• Stock purchase opportunities.

Pay

Details on pay are not specified in the job posting.

Schedule

Details on schedule are not specified in the job posting.

Benefits

Details on benefits are not specified in the job posting.