Private Client Advisor for High-Net-Worth Clients

ООО «ХАГЕМАЕР ГРУПП»; Miami (FL); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement and professional

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency (MMA) is seeking a Client Advisor to manage Private Client services, assess exposures, and tailor coverages for high-net-worth clients. You will present market data, advise on risk management, and help clients navigate complex risks with proactive, compliant service.

The role emphasizes renewals, advisory reviews, and growth through referrals, with travel to meet clients and collaborate with multiple carriers to secure optimal solutions.

Qualifications

• 3+ years' personal lines insurance experience with High-Net-Worth clientele.
• Hold a Property & Casualty (P&C) license.
• Client service orientation with strong expectations management.
• Ability to travel for client and company meetings.

Responsibilities

• Analyze client exposures and loss experiences to tailor coverages.
• Present clients with market data and tailored solutions.
• Prepare renewal proposals and conduct annual Client Advisory reviews.
• Grow the business through referrals and expanded programs.
• Negotiate with multiple carriers to secure comprehensive coverage and stay compliant.

Skills

Client service orientation

Travel readiness

High-net-worth client servicing

Education

Bachelor's degree

P&C License

Professional designations (CPCU, CIC, CPRIA, etc.)

Job description

Marsh McLennan Agency (MMA) is seeking a Client Advisor to manage Private Client services, assess exposures, and tailor coverages for high-net-worth clients. You will present market data, advise on risk management, and help clients navigate complex risks with proactive, compliant service.

The role emphasizes renewals, advisory reviews, and growth through referrals, with travel to meet clients and collaborate with multiple carriers to secure optimal solutions.