Private Client Advisor for High-Net-Worth Insurance

Tech Sales Jobs; Florida; Hybrid; USD 75,000 - 115,000; Full time

Benefits offered by this job

Hybrid work

Generous time off

Tuition reimbursement

Professional development

Stock purchase program

Charitable contribution match

Job summary

Marsh McLennan Agency (MMA) is seeking a Client Advisor in a hybrid role based in Palm Beach Gardens, FL. You will analyze client exposures, loss experiences, and current coverages to tailor insurance solutions and deliver proactive service.

The role includes presenting renewal proposals and conducting annual Client Advisory reviews to support client retention and growth. Ideal candidates have 2+ years of personal lines experience with High Net Worth clients and hold a P&C license.

Qualifications

• 2+ years personal lines insurance experience with High Net Worth clientele.
• Property & Casualty (P&C) License.
• Client service orientation with balance on managing expectations.

Responsibilities

• Assess client exposures, loss experiences, and current coverages to tailor the best products and services.
• Create and present renewal proposals; conduct annual Client Advisory reviews and coordinate with carriers.

Skills

Personal lines experience

P&C License

Client service

Job description

Marsh McLennan Agency (MMA) is seeking a Client Advisor in a hybrid role based in Palm Beach Gardens, FL. You will analyze client exposures, loss experiences, and current coverages to tailor insurance solutions and deliver proactive service.

The role includes presenting renewal proposals and conducting annual Client Advisory reviews to support client retention and growth. Ideal candidates have 2+ years of personal lines experience with High Net Worth clients and hold a P&C license.