Private Client Advisor

Marsh McLennan; Miami (FL); Hybrid; USD 80,000 - 105,000; Full time

Benefits offered by this job

Hybrid work

Generous time off

Tuition assistance

Professional development opportunities

Stock purchase plan

Charitable contribution match

Job summary

Marsh McLennan Agency seeks a Client Advisor for the Private Client Services team. You will analyze client exposures, advise on coverage, and present market data to tailor solutions. The role emphasizes proactive service and client retention.

With 3+ years in personal lines insurance for High-Net-Worth clients and a P&C license, you will renewals and expand client programs, while traveling to client meetings as needed. A Bachelor’s degree and professional designations are a plus.

Qualifications

• 3+ 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.
• Bachelor’s degree or higher is preferred.
• Professional designations (CPCU, CIC, CPRIA, etc.) are a plus.

Responsibilities

• Analyze client exposures and loss experiences to understand current coverages.
• Recommend right products and services that fit client needs.
• Present clients with accurate market data and informed advice.
• Proactively service clients and address their questions across in-person, phone, or email channels.
• Create and present renewal proposals to existing clients and conduct annual Client Advisory reviews.
• Grow the business through referrals and expanding client programs; negotiate with carriers while ensuring compliance.

Skills

Client service orientation

Negotiation skills

Willing to travel

Education

Bachelor’s degree

P&C insurance designations a plus

Job description

Company:

Marsh McLennan Agency

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 Private Client Advisor on the Private Client Services team, you’ll be diving deep into client exposures and loss experiences to understand their current coverages. Your goal is to recommend the right products and services that fit their needs perfectly. You’ll also be presenting clients with accurate market data, helping them navigate complex risks with informed advice. Proactive service is key here. You’ll be anticipating client needs and addressing their questions—whether in person, over the phone, or via email. Gathering information about their risk management needs and financial loss tolerance will allow you to propose tailored solutions that effectively manage their risks. When it comes to renewals, you’ll create and present proposals to existing clients and conduct annual Client Advisory reviews to keep them engaged and informed. Your success will be measured by client retention, so delivering exceptional service is crucial. Plus, you’ll be looking to grow the business through referrals and expanding client programs. Negotiation skills will come into play as you work with multiple insurance carriers to secure comprehensive coverage options for your clients, 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:

• 3 plus 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

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.