Private Client Advisor

Marsh McLennan Agency

Multiple Locations
Base: $66,000 to $123,100; bonus/equity: performan...
On-site
High net worth clientele experience
Proactive client service
Negotiate with insurance carriers
Marsh McLennan Agency is seeking a Private Client Advisor to join their Client Advisory team, providing tailored insurance solutions to high-net-worth clients. The ideal candidate will have at least two years of experience in personal lines insurance and a Property & Casualty license, along with a strong client service orientation

Job Summary

  • As a Private Client Advisor, you will dive into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs.
  • Providing proactive, day-to-day client service is key—anticipating clients needs and addressing questions or issues in person, over the phone, or via email.
  • We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Matching Summary

Match Score: 85

Marsh McLennan Agency is seeking a Private Client Advisor to join their Client Advisory team, providing tailored insurance solutions to high-net-worth clients. The ideal candidate will have at least two years of experience in personal lines insurance and a Property & Casualty license, along with a strong client service orientation.

Salary

Base: $66,000 to $123,100; Bonus/Equity: Performance-based incentives; Benefits: Health and welfare benefits, tuition assistance, 401K savings, retirement programs, employee assistance programs

Skills & Requirements

Must-have

  • High Net Worth clientele experience
  • Proactive client service
  • Negotiate with insurance carriers
  • Gather risk management information

Nice-to-have

  • Client service orientation
  • Manage client expectations
  • Relationships with luxury carriers

Key Requirements

  • 2+ years personal lines insurance experience
  • Property & Casualty (P&C) License
  • Ability to travel

Work Rights

Not specified

Tailored Resume

Cover Letter