Private Client Advisor

MMC; San Francisco (CA); Hybrid; USD 53,000 - 98,000; 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 (MMA) seeks a Client Advisor in a hybrid role in the San Francisco area. You will analyze client exposures, current coverages, and loss experiences to tailor coverage options and present data from reliable sources.

The role emphasizes proactive client service, renewal proposals, and annual reviews. Your success will hinge on building relationships, maintaining client retention, and pursuing new business through referrals while negotiating with carriers for comprehensive

Qualifications

• 2+ years in personal lines insurance with High Net Worth clients.
• Holds a Property & Casualty license.
• Demonstrates client service orientation and manages expectations.
• Ability to travel for client/company meetings as needed.

Responsibilities

• Analyze client exposures, loss experiences and current coverages to recommend suitable products.
• Present market data to clients to navigate risks confidently.
• Provide proactive day-to-day client service and address questions promptly.
• Gather risk management needs and financial loss tolerance; evaluate and propose solutions.
• Create and present renewal proposals and conduct annual reviews.
• Support client retention and derive new business through referrals.
• Negotiate with multiple carriers to offer comprehensive coverage options.
• Ensure compliance with industry laws and regulations.

Skills

Personal lines insurance

P&C license

Client service

Travel ability

Education

Bachelor's degree

Job description

Client AdvisorOur 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 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

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.

The applicable base salary range for this role is $52,600 to $98,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis.

In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.