Private Client Advisor

Marsh; Washington; Hybrid; USD 55,000 - 102,000; Full time

Benefits offered by this job

Generous time off

Hybrid work

Tuition reimbursement

Professional development opportunities

Charitable contribution match

Stock purchase program

Job summary

Marsh McLennan Agency in Washington state is seeking a Client Advisor to analyze client exposures, loss experiences, and current coverages to tailor insurance solutions for high-net-worth clients. You will present market data, negotiate with carriers, and prepare renewal proposals while delivering proactive day-to-day service to build retention and drive new business.

This role offers a hybrid work arrangement with generous benefits and opportunities for professional development.

Qualifications

• Minimum 2+ years of personal lines insurance experience with High Net Worth clients.
• Property & Casualty (P&C) license.
• Strong client service orientation with ability to manage expectations.
• Ability to travel for client and company meetings as needed.

Responsibilities

• Analyze client exposures, loss experiences, and coverages to tailor products and services.
• Present market data and negotiate with carriers to propose solutions.
• Prepare renewal proposals and conduct annual client reviews.
• Support client retention and new business development through referrals.

Skills

Personal lines insurance

High Net Worth

Client service

Travel

Education

Bachelor’s degree

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 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 volunteeringTuition 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. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn

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.

The applicable base salary range for this role is $54,700 to $101,900.

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.