Senior Private Client Advisor

Marsh McLennan Agency

Boston, MA, US
Base: $66,000 to $123,100; bonus/equity: performan...
Hybrid
5 years personal lines insurance experience
High-net-worth clientele management
Property & casualty license required
The role involves diving deep into client exposures to recommend tailored insurance products and services that fit their specific needs

Job Summary

  • The role involves diving deep into client exposures to recommend tailored insurance products and services that fit their specific needs.
  • Success is measured by client retention, requiring proactive service to anticipate needs and address questions across various communication channels.
  • The company offers a hybrid work model, generous time off, tuition reimbursement, and a competitive total rewards package including stock purchase opportunities.

Matching Summary

The role involves diving deep into client exposures to recommend tailored insurance products and services that fit their specific needs.

Salary

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

Skills & Requirements

Must-have

  • 5 years personal lines insurance experience
  • High-Net-Worth clientele management
  • Property & Casualty License required

Nice-to-have

  • Bachelor's degree preferred
  • Professional designations like CPCU or CIC
  • Relationships with luxury carriers such as AIG or Chubb

Key Requirements

  • 5 years' personal lines insurance experience
  • High-Net-Worth clientele background
  • Valid Property & Casualty (P&C) License

Work Rights

Not specified

Tailored Resume

Cover Letter