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About the Role
As a Senior Private Client Advisor on the Private Client Services team, you will analyze client exposures and loss experiences to recommend suitable products and services. You will present clients with market data and informed advice on complex risks, proactively addressing their needs through various communication channels. Your role involves gathering risk management needs and financial loss tolerance to propose tailored solutions, creating and presenting renewal proposals, and conducting annual Client Advisory reviews. Success is measured by client retention, and you will also focus on business growth through referrals and program expansion. Negotiation with insurance carriers and ensuring compliance with regulations are key aspects of this position.
Responsibilities
- Analyze client exposures and loss experiences to understand current coverages.
- Recommend appropriate products and services to meet client needs.
- Present clients with accurate market data and informed advice on complex risks.
- Proactively anticipate client needs and address questions via multiple communication channels.
- Gather information on risk management needs and financial loss tolerance to propose tailored solutions.
- Create and present proposals to existing clients for renewals.
- Conduct annual Client Advisory reviews.
- Grow the business through referrals and expanding client programs.
- Negotiate with multiple insurance carriers to secure comprehensive coverage options.
- Ensure compliance with industry laws and regulations.
Requirements
- 3 plus years’ personal lines insurance experience with High-Net-Worth clientele.
- Property & Casualty (P&C) License.
- Client service orientation with balance on managing expectations.
- Ability to travel for client and company meetings as needed.
- Bachelor’s degree.
- Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
- Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE.
Skills
- Negotiation skills
- Client service orientation
- Risk management analysis
- Communication (in person, phone, email)
Location
- Remote
- Hybrid
Work Type
- Hybrid
Experience Level
- Senior
Education Level
- Bachelor's degree
Salary/Compensations
- $89,500 to $166,900
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
- Health and welfare benefits
- 401K savings and other retirement programs
- Employee assistance programs
About the Company
- Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions.
- MMA combines the personalized service model of a local consultant with the global resources of Marsh McLennan.
- Award-winning, inclusive, Top Workplace culture.
- Focus on purposeful work and meaningful impact.
Equal Opportunity
- Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.