Senior Private Client Advisor

Marsh McLennan Agency

San Francisco, United States
Base: $66,000 to $123,100; bonus/equity: performan...
On-site
High-net-worth clientele experience
Proactive client service
Negotiate with insurance carriers
Dive deep into client exposures and loss experiences to understand their current coverages and recommend the right products and services

Job Summary

  • Dive deep into client exposures and loss experiences to understand their current coverages and recommend the right products and services.
  • Present clients with accurate market data, helping them navigate complex risks with informed advice and anticipate client needs.
  • Grow the business through referrals and expanding client programs while ensuring compliance with industry laws and regulations.

Matching Summary

Dive deep into client exposures and loss experiences to understand their current coverages and recommend the right products and services.

Salary

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

Skills & Requirements

Must-have

  • High-Net-Worth clientele experience
  • Proactive client service
  • Negotiate with insurance carriers

Nice-to-have

  • Award-winning culture
  • Inclusive workplace
  • Meaningful impact

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter