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$53k–$98k/yr
Full-time
bachelor degree, professional certificate
Generous Time Off, Volunteering, Tuition Reimbursement, Professional Development Opportunities, Hybrid Work, Charitable Contribution Match Programs
Posted 11d ago
Apply by Sep 28
~40 hrs/week
Responsibilities
The Private Client Advisor analyzes client exposures and loss experiences to recommend tailored insurance products and services. They manage day-to-day client relationships, conduct annual reviews, and negotiate with carriers to ensure comprehensive coverage.
Requirements
Candidates need at least 2 years of personal lines insurance experience with High Net Worth clients and a Property & Casualty (P&C) license. A bachelor's degree and professional designations like CPCU or CIC are preferred but not required.
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: MMC).
A day in the life.
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. 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.
We’d love to meet you if your professional track record includes these skills:
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
These additional qualifications are a plus, but not required to apply:
Bachelor’s degree
Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
The applicable base salary range for this role is $52,600 to $98,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.Applications will be accepted until:September 28, 2026
Related keywords
Personal Lines InsuranceHigh Net WorthProperty & CasualtyP&C LicenseCPCUCICCPRIAAIGChubbPURERisk ManagementInsurance BrokerageClient RetentionRenewal ProposalsMarket Data
This LinkedIn page is closed. Please follow us at Marsh on LinkedIn.
Offices: 1166 Avenue of the Americas, New York, NY 10036, US
Insurance BrokingRisk advisory servicesHR and related consultingoutsourcing and investments servicesand Management consultingFinanceService IndustryBankingConsultingProfessional Services
This LinkedIn page is closed. Please follow us at Marsh on LinkedIn.
Offices: 1166 Avenue of the Americas, New York, NY 10036, US
Insurance BrokingRisk advisory servicesHR and related consultingoutsourcing and investments servicesand Management consultingFinanceService IndustryBankingConsultingProfessional Services