Private Client Advisor - Hybrid, High-Net-Worth

Marsh McLennan; Miami (FL); Hybrid; USD 80,000 - 105,000; Full time

Benefits offered by this job

Hybrid work

Generous time off

Tuition assistance

Professional development opportunities

Stock purchase plan

Charitable contribution match

Job summary

Marsh McLennan Agency seeks a Client Advisor for the Private Client Services team. You will analyze client exposures, advise on coverage, and present market data to tailor solutions. The role emphasizes proactive service and client retention.

With 3+ years in personal lines insurance for High-Net-Worth clients and a P&C license, you will renewals and expand client programs, while traveling to client meetings as needed. A Bachelor’s degree and professional designations are a plus.

Qualifications

• 3+ 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.
• Bachelor’s degree or higher is preferred.
• Professional designations (CPCU, CIC, CPRIA, etc.) are a plus.

Responsibilities

• Analyze client exposures and loss experiences to understand current coverages.
• Recommend right products and services that fit client needs.
• Present clients with accurate market data and informed advice.
• Proactively service clients and address their questions across in-person, phone, or email channels.
• Create and present renewal proposals to existing clients and conduct annual Client Advisory reviews.
• Grow the business through referrals and expanding client programs; negotiate with carriers while ensuring compliance.

Skills

Client service orientation

Negotiation skills

Willing to travel

Education

Bachelor’s degree

P&C insurance designations a plus

Job description

Marsh McLennan Agency seeks a Client Advisor for the Private Client Services team. You will analyze client exposures, advise on coverage, and present market data to tailor solutions. The role emphasizes proactive service and client retention.

With 3+ years in personal lines insurance for High-Net-Worth clients and a P&C license, you will renewals and expand client programs, while traveling to client meetings as needed. A Bachelor’s degree and professional designations are a plus.