Private Client Advisor | Hybrid, Growth & Benefits

MMC; San Francisco (CA); Hybrid; USD 53,000 - 98,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable contribution match

Stock purchase opportunities

Job summary

Marsh McLennan Agency (MMA) seeks a Client Advisor in a hybrid role in the San Francisco area. You will analyze client exposures, current coverages, and loss experiences to tailor coverage options and present data from reliable sources.

The role emphasizes proactive client service, renewal proposals, and annual reviews. Your success will hinge on building relationships, maintaining client retention, and pursuing new business through referrals while negotiating with carriers for comprehensive

Qualifications

• 2+ years in personal lines insurance with High Net Worth clients.
• Holds a Property & Casualty license.
• Demonstrates client service orientation and manages expectations.
• Ability to travel for client/company meetings as needed.

Responsibilities

• Analyze client exposures, loss experiences and current coverages to recommend suitable products.
• Present market data to clients to navigate risks confidently.
• Provide proactive day-to-day client service and address questions promptly.
• Gather risk management needs and financial loss tolerance; evaluate and propose solutions.
• Create and present renewal proposals and conduct annual reviews.
• Support client retention and derive new business through referrals.
• Negotiate with multiple carriers to offer comprehensive coverage options.
• Ensure compliance with industry laws and regulations.

Skills

Personal lines insurance

P&C license

Client service

Travel ability

Education

Bachelor's degree

Job description

Marsh McLennan Agency (MMA) seeks a Client Advisor in a hybrid role in the San Francisco area. You will analyze client exposures, current coverages, and loss experiences to tailor coverage options and present data from reliable sources.

The role emphasizes proactive client service, renewal proposals, and annual reviews. Your success will hinge on building relationships, maintaining client retention, and pursuing new business through referrals while negotiating with carriers for comprehensive