Marsh McLennan Agency

Insurance

SeniorPrivateClientAdvisor

$90–90k Philadelphia, Pennsylvania, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Private Client Advisor at Marsh McLennan Agency. Skills: Client advisory, Insurance sales, Risk assessment. Recommend products and services. Present accurate market data”

What You'll Achieve.

Client retention through exceptional service; New business development via referrals; New business development via expanded client programs

Industry & Context.

Insurance
Problems you'll solve

Risk assessment; Solution proposal

Eligibility Requirements

Ability to travel

What They're Looking For.

Must Have

2+ years personal lines insurance experience, High Net Worth clientele experience, Property & Casualty (P&C) License, Client service orientation, Manage client expectations

Nice to Have

Professional designations, CPCUs, CIC, CPRIs, Experience with luxury carriers, AIG experience, Chubb experience, PURE experience

What You'll Do.

Recommend products and services

Present accurate market data

Provide proactive client service

Anticipate client needs

Address client questions or issues

Gather risk management information

Evaluate financial loss tolerance

Propose solutions to manage risks

Create renewal proposals

Present renewal proposals

Conduct annual client reviews

Negotiate with insurance carriers

Ensure compliance with laws

How You'll Work.

Team & Collaboration

Client Advisory team

Communication Scope

Client presentations

Full Job Description

## Company: Marsh McLennan Agency ## ## Description: **Our not-so-secret sauce.** Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a **Private****Client Advisor** at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH). **A day in the life.** As our 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. You'll gather important information about their risk management needs and financial loss tolerance, then evaluate and propose a variety of solutions to effectively manage their risks. Additionally, you'll create and present renewal proposals to existing clients and conduct engaging annual Client Advisory reviews. Your success will be measured by client retention through exceptional service and new business development via referrals and expanded client programs. You'll also negotiate with multiple insurance carriers to offer comprehensive coverage options, all while ensuring compliance with industry laws and regulations. **Our future colleague.

Free ATS check

Applying for this Senior Private Client Advisor role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about Marsh McLennan Agency?

Real rants from real employees. Read before you apply.

Read Company Rants →