Charlotte, North Carolina, United States · Hybrid
$66k–$123k/yr
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 …
Skills: Personal Lines Insurance, High-Net-Worth Client Management, Property & Casualty License, Client Service, Risk Management
Charlotte, North Carolina, United States · On-site
$120k–$128k/yr
Job Title:Underground Transmission Technical Leader Location:Charlotte, NC Job Summary and Description: EPRI’s Underground Transmission Program assists utilities in resolving complex challenges related to the design, con…
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Charlotte, North Carolina, United States · On-site
Whether you’re a recent grad or a seasoned professional, you can experience meaningful career growth at Rosendin. Enjoy a true sense of ownership as you work with a proven industry leader on some of the most exciting and…
Skills: Hazard Identification, Incident Investigation, Safety Training, Regulatory Compliance, LOTO Procedures
Charlotte, North Carolina, United States · On-site
Job DetailsJob Location: Southminster - Charlotte, NC 28210Position Type: Part TimeEducation Level: Not SpecifiedTravel Percentage: NoneJob Shift: AnyJob Category: Health CareJoin Southminster, Charlotte’s premier …
Skills: Nursing Practice, Medication Administration, Care Planning, Patient Observation, Critical Thinking
Charlotte, North Carolina, United States · On-site
$44/hr–$66/hr
Department: 35019 Atrium Health University City - Nursing: Maternity Status: Full time Benefits Eligible: Yes Hours Per Week: 40 Schedule Details/Additional Information: M-F 8:00am-4:00pm Pay Range: $44.15 - $66.25 Essen…
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Charlotte, North Carolina, United States · On-site
Overview Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace…
Skills: Customer Service, Security Patrol, Incident Response, Access Control, Emergency Response
Charlotte, North Carolina, United States · On-site
Looking for a rewarding career? Johnson Brothers is a leading family-owned distributor of wine, spirits, and beer, delivering exceptional service since 1953. We proudly represent the world’s top beverage brands and are c…
Skills: Order Picking, Inventory Replenishment, Warehouse Operations, Safety Compliance, Heavy Lifting
Charlotte, North Carolina, United States · On-site
Looking for a rewarding career? Johnson Brothers is a leading family-owned distributor of wine, spirits, and beer, delivering exceptional service since 1953. We proudly represent the world’s top beverage brands and are c…
Skills: Order Picking, Inventory Replenishment, Warehouse Operations, Heavy Lifting, Safety Compliance
Charlotte, North Carolina, United States · On-site
Store 2723923: 4500 Randolph Rd, Charlotte, North Carolina 28211 Shift AvailabilityDays (Weekdays + Weekend Availability Required) Time Type Part time Customer Service Representative We want you to join our team as a Cus…
Skills: Customer Service, Cashiering, Sales, Communication, Problem Solving
Charlotte, North Carolina, United States · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Controls Management, Data Governance, Risk Management, Monitoring, Surveillance And Testing, Quality Assurance
Charlotte, North Carolina, United States · On-site
What you’ll need to succeed as a Truck Driver at XPO Minimum qualifications: Be at least 21 years of age Valid Class A commercial driver's license Safe driving record and history Currently possess or be willing to obtain…
Skills: Tractor-trailer operation, CDL Class A, Hazardous materials handling, Forklift operation, Freight loading and unloading
Charlotte, North Carolina, United States · On-site
Overview Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace…
Skills: Customer Service, Patrolling, Incident Response, Security Reporting, Observation
Charlotte, North Carolina, United States · On-site
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Sales, Relationship Management, Client Communication, Time Management, Regulatory Due Diligence
Greenwich, Connecticut, United States · Hybrid
Logistics at full potential. At GXO, we’re constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy em…
Skills: Global Event Strategy, Demand Generation, Pipeline Generation, Budget Management, Vendor Management
Charlotte, North Carolina, United States · On-site
$144k–$169k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Business management, Governance coordination, Execution discipline, FICC products, Trading lifecycle
Charlotte, North Carolina, United States · On-site
$60k–$65k/yr
Who We Are Why Lucky Strike? We Are Lucky Strike Entertainment, one of the largest and most successful location-based entertainment companies in the World with 360 upscale and traditional Bowling Centers, five expansive …
Skills: Restaurant Management, Hospitality Leadership, Food And Beverage Operations, Labor Management, Cost Control
Charlotte, North Carolina, United States · On-site
$18/hr–$28/hr
Department: 11611 Regional Non Enterprise Corporate - Guest Services Status: Full time Benefits Eligible: Yes Hours Per Week: 40 Schedule Details/Additional Information: Full Time Pay Range: $18.85 - $28.30 Essential Fun…
Skills: Safe Driving, Patient Transport, Vehicle Maintenance, Confidentiality, Wheelchair Operation
Charlotte, North Carolina, United States · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Controls Management, Data Governance, Risk Management, Monitoring, Surveillance And Testing, Quality Assurance
Charlotte, North Carolina, United States · On-site
$144k–$169k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Business management, Governance coordination, Execution discipline, FICC products, Trading lifecycle
Charlotte, North Carolina, United States · On-site
About this role: Wells Fargo is seeking a Customer Service Associate Licensed in the Customer Care as part of Contact Center division. Learn more about the career areas and lines of business at wellsfargojobs.com. In thi…
Skills: Customer Service, Account Management, Technical Support, Compliance, FINRA Series 7
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The Senior Private Client Advisor analyzes client exposures to recommend tailored insurance products and services for high-net-worth individuals. They manage the full client lifecycle, from proactive risk assessment and negotiation with carriers to conducting annual reviews and driving business growth through referrals.
Candidates must have over 3 years of personal lines insurance experience with high-net-worth clients and a valid Property & Casualty (P&C) license. A bachelor's degree and professional designations like CPCU or CIC are preferred but not required.
Senior Client Advisor
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 insurance carriers to secure comprehensive coverage options for your clients, 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:
These additional qualifications are a plus, but not required to apply:
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.
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:
To learn more about a career at MMA, check us out our website or flip through recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
Who you are is who we are.
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.
This LinkedIn page is closed. Please follow us at Marsh on LinkedIn.
Offices: 1166 Avenue of the Americas, New York, NY 10036, US
