Senior Private Client Advisor

Marsh McLennan Agency

Multiple Locations
Base: $66,000 to $123,100; bonus/equity: performan...
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High net worth clientele experience
Proactive client service
Negotiate with insurance carriers
** Marsh McLennan Agency is seeking a Senior Private Client Advisor to manage a high-volume book of business, providing client service and support to high-net-worth clientele. The ideal candidate should have at least five years of personal lines insurance experience and a client service orientation, with attractive benefits including flexible work options and generous time off. **

Job Summary

  • Reviews client exposures, loss experience and current coverages and recommends appropriate products and services.
  • Accountable for client retention through delivery of exceptional client service and new business development through referrals and expanded client programs.
  • We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.

Matching Summary

Match Score: 75

** Marsh McLennan Agency is seeking a Senior Private Client Advisor to manage a high-volume book of business, providing client service and support to high-net-worth clientele. The ideal candidate should have at least five years of personal lines insurance experience and a client service orientation, with attractive benefits including flexible work options and generous time off. **

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Inclusive, Top Workplace culture
  • Professional development opportunities
  • Client-focused teams

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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