Private Client Advisor

Marsh Agency; Florida; Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement and professional

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh Agency in the United States is seeking a Senior Client Advisor to dive into client exposures, loss experiences, and current coverages to tailor products for High Net Worth clients. You’ll present market data from trusted sources, helping clients navigate complex risks with confidence.

The role emphasizes proactive daily service, renewal proposals, annual reviews, and collaboration with multiple carriers to secure comprehensive coverage while maintaining compliance.

Qualifications

• 2+ years of personal lines insurance experience with High Net Worth clientele.
• P&C License is required or in progress.
• Strong client service orientation and ability to manage expectations.
• Willingness to travel for client and company meetings.

Responsibilities

• Dive into client exposures, loss experiences, and current coverages to tailor products and services for clients.
• Present accurate market data from reliable sources to support risk decisions.
• Provide proactive day-to-day client service and address questions in person, by phone, or email.
• Gather information about risk management needs and propose a range of solutions to manage risks.
• Create and present renewal proposals and conduct annual Client Advisory reviews; measure success by retention and growth.

Skills

Personal lines insurance

High Net Worth clientele

Client service orientation

Willingness to travel

Education

Bachelor's degree

Professional designations (CPCU/CIC/CPRIA)

Job description

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 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 Marsh Agency.

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 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 Marsh Agency.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands‑on proactive service, data‑driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what’s possible and guide them during every step of their journey.

A day in the life.

As our Client Advisor on the Client Advisory team, you’ll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs. You'll present clients with accurate market data from reliable sources, helping them navigate complex risks with confidence. Providing proactive, day-to-day client service is key—anticipating clients needs and addressing questions or issues in person, over the phone, or via email. You'll gather important information about their risk management needs and financial loss tolerance, then evaluate and propose a variety of solutions to effectively manage their risks. Additionally, you'll create and present renewal proposals to existing clients and conduct engaging annual Client Advisory reviews. Your success will be measured by client retention through exceptional service and new business development via referrals and expanded client programs. You'll also negotiate with multiple insurance carriers to offer comprehensive coverage options, 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:

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

These additional qualifications are a plus, but not required to apply:

Bachelor’s degree

Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.

Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE

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.

Valuable Benefits.

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

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

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:

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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.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

If you require an accommodation during the application or interview process, please let us know by contacting [e-mail].

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