Senior Private Client Advisor

Overview

Senior Client Advisor

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

As our Senior Private Client Advisor on the Private Client Services team, you’ll be diving deep into client exposures and loss experiences to understand their current coverages. Your goal is to recommend the right products and services that fit their needs perfectly. You’ll also present clients with accurate market data, help them navigate complex risks with informed advice, and proactively address their questions in person, over the phone, or via email.

You will gather information about risk management needs and financial loss tolerance to propose tailored solutions that effectively manage risks. For renewals, you’ll create and present proposals to existing clients and conduct annual Client Advisory reviews to keep them engaged and informed. Your success will be measured by client retention, so delivering exceptional service is crucial. You’ll also look to grow the business through referrals and expanding client programs.

Negotiation with multiple insurance carriers will be part of securing comprehensive coverage options, while ensuring compliance with industry laws and regulations.

We’d love to meet you if your professional track record includes these skills:

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

• Bachelor’s degree
• Professional designations such as CPCU, CIC, CPRIA, etc.
• Experience with luxury carrier relationships (AIG, Chubb, PURE, etc.)

We know there are excellent candidates who might not check all of these boxes. If you’re close, we’d be very interested in meeting you. We celebrate a culture that values ethics, talent, ambition, and a client-focused approach.

Valuable benefits include a robust program supporting well-being, professional and personal development, and meaningful work. Some benefits in this role are:

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

To learn more about a career at MMA, check our website or recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick:
Instagram, Facebook, X, Linked In. We embrace a culture that celebrates diverse backgrounds and perspectives, and we are an equal opportunity employer for Veterans, individuals with disabilities, and people of all genders and orientations.

The applicable base salary range for this role is $64,400 to $120,100. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and applicable minimum wage requirements. In addition to the base salary, this position may be eligible for performance-based incentives. We offer a competitive total rewards package including health and welfare benefits, tuition assistance, 401(k) savings and other retirement programs, and employee assistance programs.

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