Private Client Advisor — High Net Worth Risk & Solutions

Marsh McLennan Agency; Philadelphia (Philadelphia County); Hybrid; USD 54,700 - 101,900; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency in Philadelphia is hiring a Client Advisor to dive into client needs, recommend tailored insurance products, and ensure exceptional client service. Ideal candidates will have 2+ years of personal lines insurance experience and a Property & Casualty License. This role also offers valuable benefits such as generous time off, opportunities for professional development, and tuition reimbursement.

The position features a hybrid work model, promoting colleague well-being and encouraging diversity. Join a culture that values ethics, talent, and ambition!

Qualifications

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

Responsibilities

• Dive into client exposures and recommend tailored products.
• Present accurate market data to clients.
• Gather information about risk management needs.

Skills

Personal lines insurance experience

Client service orientation

Property & Casualty License

Ability to travel

Education

Bachelor's degree

Job description

Marsh McLennan Agency in Philadelphia is hiring a Client Advisor to dive into client needs, recommend tailored insurance products, and ensure exceptional client service. Ideal candidates will have 2+ years of personal lines insurance experience and a Property & Casualty License. This role also offers valuable benefits such as generous time off, opportunities for professional development, and tuition reimbursement.

The position features a hybrid work model, promoting colleague well-being and encouraging diversity. Join a culture that values ethics, talent, and ambition!