High Net Worth Private Client Advisor - Hybrid

ООО «ХАГЕМАЕР ГРУПП»; Florida; Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Professional development

Stock purchase opportunities

Job summary

Marsh McLennan Agency (MMA) seeks a Client Advisor to analyze client exposures, loss experiences, and current coverages, and to recommend the best products and services tailored to client needs. You’ll present market data from reliable sources, helping clients navigate complex risks with confidence.

Your role includes providing proactive day‑to‑day client service, gathering risk information, evaluating solutions, and presenting renewal proposals.

Qualifications

• 2+ years' personal lines insurance experience with High Net Worth clientele.
• P&C License.
• Strong client service orientation and managing expectations.
• Ability to travel for client and company meetings.

Responsibilities

• Assess client exposures, loss experiences, and current coverages.
• Present renewal proposals to clients.
• Conduct engaging annual Client Advisory reviews.
• Negotiate with carriers to offer comprehensive coverage options.
• Ensure compliance with industry laws and regulations.

Skills

Personal lines

High Net Worth

Client service

Travel

Education

Bachelor's degree

Job description

Marsh McLennan Agency (MMA) seeks a Client Advisor to analyze client exposures, loss experiences, and current coverages, and to recommend the best products and services tailored to client needs. You’ll present market data from reliable sources, helping clients navigate complex risks with confidence.

Your role includes providing proactive day‑to‑day client service, gathering risk information, evaluating solutions, and presenting renewal proposals.