Marsh McLennan Agency
SeniorPrivateClientAdvisor
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Private Client Advisor at Marsh McLennan Agency. Skills: Client advising, Insurance sales, Risk assessment. Dive deep into client exposures. Understand current coverages”
What You'll Achieve.
Client retention
Industry & Context.
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, Ability to travel
Nice to Have
Bachelor's degree, Professional designations, Experience with luxury carriers
What You'll Do.
Dive deep into client exposures
Understand current coverages
Recommend right products
Present clients accurate market data
Navigate complex risks
Provide informed advice
Anticipate client needs
Address client questions
Gather risk management needs information
Gather financial loss tolerance information
Propose tailored solutions
Create renewal proposals
Present renewal proposals
Conduct annual Client Advisory reviews
Grow business through referrals
Expand client programs
Work with insurance carriers
Secure comprehensive coverage options
Ensure compliance with laws
Ensure compliance with regulations
How You'll Work.
Communication Scope
Client presentations
Full Job Description
## Company: Marsh McLennan Agency ## ## Description: **Senior 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 multiple i
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