Private Client Advisor

Marsh McLennan Agency; San Francisco (CA); Hybrid; USD 52,600 - 98,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work arrangement

Charitable contribution match

Stock purchase opportunities

Job summary

Marsh McLennan Agency in San Francisco seeks a Client Advisor to help clients manage risk and drive new business through exceptional service.

You will analyze exposures, present market data, coordinate renewal proposals, and negotiate with carriers while ensuring regulatory compliance. Hybrid work arrangement with a competitive total rewards package.

Qualifications

• 2+ years of personal lines insurance experience with high‑net‑worth clientele.
• P&C License required or in process.
• Professional designations welcome but not required.

Responsibilities

• Analyze client exposures, loss experiences and coverages to tailor products and services.
• Present accurate market data to clients and help them navigate complex risks with confidence.
• Provide proactive day‑to‑day client service and address questions in person, by phone or email.
• Gather risk management information and evaluate solutions to manage client risks.
• Create renewal proposals and conduct annual client advisory reviews; support new business through referrals.

Skills

Client service orientation

Travel willingness

Education

Bachelor’s degree

Job description

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 drives 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.

Client Advisor

Responsibilities

As a 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.

Qualifications

• 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

Additional Qualifications

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

Benefits

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

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

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.

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