Senior Private Client Advisor

Marsh McLennan Agency

Palm Beach, US
**
Private client insurance solutions
High net worth clientele
Client service orientation
** Marsh McLennan Agency is seeking a Senior Private Client Advisor to work in their Palm Beach office, focusing on providing tailored insurance solutions to high-net-worth clients. The ideal candidate should have at least five years of personal lines insurance experience, particularly with high-net-worth clientele, and possess a Property & Casualty license. **

Job Summary

  • Marsh McLennan Agency Private Client Services National team is seeking a Senior Private Client Advisor to support a high-volume book of business.
  • Responsibilities include reviewing client exposures, recommending products and services, and presenting renewal proposals.
  • The company offers a competitive total rewards package including generous time off, tuition reimbursement, and hybrid/flexible work options.

Matching Summary

Match Score: 75

** Marsh McLennan Agency is seeking a Senior Private Client Advisor to work in their Palm Beach office, focusing on providing tailored insurance solutions to high-net-worth clients. The ideal candidate should have at least five years of personal lines insurance experience, particularly with high-net-worth clientele, and possess a Property & Casualty license. **

Skills & Requirements

Must-have

  • Private client insurance solutions
  • High Net Worth clientele
  • Client service orientation
  • Negotiate with insurance carriers

Nice-to-have

  • Inclusive, Top Workplace culture
  • Professional development opportunities
  • Relationships with luxury carriers

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter