[Hiring] Private Client Advisor @Marsh McLennan

Role Description

As our Private Client Advisor on the Client Advisory team, you’ll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs. You'll present clients with accurate market data from reliable sources, helping them navigate complex risks with confidence. Providing proactive, day-to-day client service is key—anticipating clients' needs and addressing questions or issues in person, over the phone, or via email.

• Gather important information about their risk management needs and financial loss tolerance.
• Evaluate and propose a variety of solutions to effectively manage their risks.
• Create and present renewal proposals to existing clients.
• Conduct engaging annual Client Advisory reviews.
• Measure success by client retention through exceptional service and new business development via referrals and expanded client programs.
• Negotiate with multiple insurance carriers to offer comprehensive coverage options.
• Ensure compliance with industry laws and regulations.

Qualifications

• 2+ 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.

Requirements

• Bachelor’s degree (preferred).
• Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
• Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE.

Benefits

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Charitable contribution match programs.
• Stock purchase opportunities.