Private Client Advisor

Tech Sales Jobs; Florida; Hybrid; USD 75,000 - 115,000; Full time

Benefits offered by this job

Hybrid work

Generous time off

Tuition reimbursement

Professional development

Stock purchase program

Charitable contribution match

Job summary

Marsh McLennan Agency (MMA) is seeking a Client Advisor in a hybrid role based in Palm Beach Gardens, FL. You will analyze client exposures, loss experiences, and current coverages to tailor insurance solutions and deliver proactive service.

The role includes presenting renewal proposals and conducting annual Client Advisory reviews to support client retention and growth. Ideal candidates have 2+ years of personal lines experience with High Net Worth clients and hold a P&C license.

Qualifications

• 2+ years personal lines insurance experience with High Net Worth clientele.
• Property & Casualty (P&C) License.
• Client service orientation with balance on managing expectations.

Responsibilities

• Assess client exposures, loss experiences, and current coverages to tailor the best products and services.
• Create and present renewal proposals; conduct annual Client Advisory reviews and coordinate with carriers.

Skills

Personal lines experience

P&C License

Client service

Job description

Private Client Advisor

Location: Palm Beach Gardens - 4400 PGA

Remote Type: Hybrid

Time Type: Full time

Job Description

Company:

Description:

Client Advisor

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 Client Advisor at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).

A day in the life.

As our Client Advisoron 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.

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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 EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.