Hybrid Private Client Advisor (High-Net-Worth Insurance)

Marsh McLennan Agency; Florida; Hybride; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Hybrid work

Generous time off

Tuition reimbursement

Stock purchase opportunities

Charitable contribution match programs

Professional development

Résumé du poste

Marsh McLennan Agency, a leading provider of business insurance solutions, is seeking a Client Advisor to join the Client Advisory team. You will evaluate client risk, present market data, and tailor coverage recommendations to protect client interests.

The role emphasizes proactive service, renewal proposals, and strong carrier negotiations. Hybrid work arrangement in a national footprint offers growth in client engagement, development opportunities, and collaboration with seasoned

Qualifications

• 2+ years’ personal lines insurance experience with High Net Worth clientele.
• P&C License.
• Client service orientation with balance on managing expectations.
• Ability to travel for client and company meetings as needed.

Responsabilités

• Analyze client exposures, loss experiences, and coverages to tailor recommendations.
• Present market data and renewal proposals to clients.
• Provide proactive day-to-day client service and address questions via in person, phone, or email.
• Negotiate with multiple carriers to offer comprehensive coverage options while ensuring regulatory compliance.

Formation

Bachelor’s degree

CPCU

CIC

CPRIA

Description du poste

Marsh McLennan Agency, a leading provider of business insurance solutions, is seeking a Client Advisor to join the Client Advisory team. You will evaluate client risk, present market data, and tailor coverage recommendations to protect client interests.

The role emphasizes proactive service, renewal proposals, and strong carrier negotiations. Hybrid work arrangement in a national footprint offers growth in client engagement, development opportunities, and collaboration with seasoned