Marsh McLennan Agency

SeniorPrivateClientAdvisor

$150–250k ~AI est. 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 advising, Insurance sales, Risk management. Understand client exposures. Understand client loss experiences”

What You'll Achieve.

Client retention

Industry & Context.

Eligibility Requirements

Travel for meetings

What They're Looking For.

Must Have

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

Nice to Have

Bachelor's degree, Professional designations, Experience with luxury carriers

What You'll Do.

Understand client exposures

Understand client loss experiences

Recommend products and services

Advise clients on risks

Anticipate client needs

Address client questions

Gather risk management information

Gather financial loss tolerance

Propose tailored solutions

Create renewal proposals

Present proposals to clients

Conduct annual Client Advisory reviews

Grow business through referrals

Expand client programs

Work with insurance carriers

Secure comprehensive coverage

Ensure compliance with laws

How You'll Work.

Communication Scope

Client presentations

Full Job Description

## Company: Marsh McLennan Agency ## ## Description: **Senior Private Client Advisor** **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 Senior 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 Senior Private Client Advisor on the Private Client Services team, you’ll be diving deep into client exposures and loss experiences to understand their current coverages. Your goal is to recommend the right products and services that fit their needs perfectly. You’ll also be presenting clients with accurate market data, helping them navigate complex risks with informed advice. Proactive service is key here. You’ll be anticipating client needs and addressing their questions—whether in person, over the phone, or via email. Gathering information about their risk management needs and financial loss tolerance will allow you to propose tailored solutions that effectively manage their risks. When it comes to renewals, you’ll create and present proposals to existing clients and conduct annual Client Advisory reviews to keep them engaged and informed. Your success will be measured by client retention, so delivering exceptional service is crucial. Plus, you’ll be looking to grow the business through referrals and expanding client programs. Negotiation skills will come into play as you work with mu

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