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Sales / Business
Senior Private Client Advisor
@US012 Marsh & McLennan Agency LLC
[Hiring] Senior Private Client Advisor @US012 Marsh & McLennan Agency LLC
Mar 30, 2025 - US012 Marsh & McLennan Agency LLC is hiring a remote Senior Private Client Advisor. 💸 Salary: $78,800- $125,800. 📍Location: USA.
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Role Description
This role involves supporting a high-volume book of business to our Private Client clientele as a Senior Private Client Advisor on the Private Client Services team.
- Reviews client exposures, loss experience, and current coverages; recommends appropriate products and services.
- Presents clients with accurate market data from appropriate resources to advise and counsel on complex risks.
- Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, over the phone, or via email.
- Gathers information from clients related to risk management needs and financial loss tolerance; evaluates and proposes a variety of solutions to manage clients’ risk.
- Creates and presents renewal proposals to existing clients and conducts annual interactive Client Advisory reviews.
- Accountable for client retention through delivery of exceptional client service and new business development through referrals and expanded client programs.
- Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients and prospects, while conforming to all laws, regulations, and requirements governing the insurance industry.
Qualifications
- 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.
Requirements
- Bachelor’s degree (preferred).
- Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
- Previous experience with relationships with luxury carriers, such as AIG, Chubb, PURE.
Benefits
- Generous time off, including personal and volunteering.
- Tuition reimbursement and professional development opportunities.
- Hybrid and flexible work.
- Charitable contribution match programs.
- Stock purchase opportunities.
- Inclusive culture.
- Competitive compensation.
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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Sales / Business
Sales / Business
|
Salary
💸
$78,800- $125,800
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Mar 30, 2025
|
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
