Senior Private Client Advisor

Marsh McLennan Agency; Norwalk (CT); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable contribution match

Stock purchase opportunities

Job summary

Marsh McLennan Agency in Norwalk, CT is seeking a Client Advisor to join our Client Advisory team. You’ll review client exposures, loss histories, and current coverages to tailor products and services that fit their needs.

You’ll present market data from trusted sources, help clients navigate risks with confidence, and prepare renewal proposals and annual Client Advisory reviews. Travel to client meetings is expected, and a strong service mindset is essential to drive retention and growth.

Qualifications

• 2+ years of personal lines insurance experience with High Net Worth clientele.
• P&C License is required.
• Bachelor’s degree preferred.
• Professional designations a plus (CPCU, CIC, CPRIA, etc.).

Responsibilities

• Review client exposures, loss histories, and current coverages to tailor products and services.
• Present accurate market data and help clients navigate risks with confidence.
• Prepare renewal proposals and conduct annual Client Advisory reviews.

Skills

Client service orientation

Travel readiness

People skills

Education

2+ years personal lines insurance experience (High Net Worth)

P&C License

Bachelor’s degree

CPCU/CIC/CPRIA designation

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 Client Advisor.

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 a Client Advisor on the Client Advisory team, you’ll dive 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, evaluate and propose a variety of solutions to effectively manage their risks, 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

• 2+ years of 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

Preferred qualifications

• Bachelor’s degree
• Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
• Previous experience with luxury carriers, such as AIG, Chubb, PURE

Valuable Benefits

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

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.