Hybrid NYC: Senior Private Client Advisor (HNW Insurance)

Marsh McLennan Agency; New York (NY); Hybrid; USD 89.500 - 166.900; Vollzeit

Benefits dieser Stelle

Generous time off

Tuition reimbursement

Stock purchase opportunities

Zusammenfassung

A leading insurance agency in New York seeks a Senior Private Client Advisor to provide tailored advice and services to High-Net-Worth clients. The role involves understanding client needs, managing exposures, and delivering exceptional client service. Candidates must have at least 3 years in personal lines insurance and a P&C License. This position offers a hybrid work model, competitive salary, and a robust benefits package fostering colleague well-being.

Qualifikationen

• Minimum 3 years of experience in personal lines insurance.
• Strong client service orientation with client expectation management.
• Property & Casualty (P&C) License required.

Aufgaben

• Dive deep into client exposures and recommend suitable products.
• Present clients with market data and manage their risks effectively.
• Create and present renewal proposals to enhance client engagement.

Kenntnisse

3 plus years’ personal lines insurance experience with High-Net-Worth clientele

Client service orientation

Negotiation skills

Ability to travel

Ausbildung

Bachelor’s degree

Tools

Epic System

Jobbeschreibung

A leading insurance agency in New York seeks a Senior Private Client Advisor to provide tailored advice and services to High-Net-Worth clients. The role involves understanding client needs, managing exposures, and delivering exceptional client service. Candidates must have at least 3 years in personal lines insurance and a P&C License. This position offers a hybrid work model, competitive salary, and a robust benefits package fostering colleague well-being.