High Net Worth Private Client Advisor (Hybrid)

Marsh; Washington; Hybrid; USD 55,000 - 102,000; Full time

Benefits offered by this job

Generous time off

Hybrid work

Tuition reimbursement

Professional development opportunities

Charitable contribution match

Stock purchase program

Job summary

Marsh McLennan Agency in Washington state is seeking a Client Advisor to analyze client exposures, loss experiences, and current coverages to tailor insurance solutions for high-net-worth clients. You will present market data, negotiate with carriers, and prepare renewal proposals while delivering proactive day-to-day service to build retention and drive new business.

This role offers a hybrid work arrangement with generous benefits and opportunities for professional development.

Qualifications

• Minimum 2+ years of personal lines insurance experience with High Net Worth clients.
• Property & Casualty (P&C) license.
• Strong client service orientation with ability to manage expectations.
• Ability to travel for client and company meetings as needed.

Responsibilities

• Analyze client exposures, loss experiences, and coverages to tailor products and services.
• Present market data and negotiate with carriers to propose solutions.
• Prepare renewal proposals and conduct annual client reviews.
• Support client retention and new business development through referrals.

Skills

Personal lines insurance

High Net Worth

Client service

Travel

Education

Bachelor’s degree

Job description

Marsh McLennan Agency in Washington state is seeking a Client Advisor to analyze client exposures, loss experiences, and current coverages to tailor insurance solutions for high-net-worth clients. You will present market data, negotiate with carriers, and prepare renewal proposals while delivering proactive day-to-day service to build retention and drive new business.

This role offers a hybrid work arrangement with generous benefits and opportunities for professional development.