Private Client Advisor - Luxury Insurance & Hybrid Work

Marsh McLennan Agency; Norwalk (CT); Hybrid; USD 65,000 - 95,000; 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 in Norwalk, CT is seeking a Client Advisor to join our Client Advisory team. You’ll review client exposures, loss histories, and current coverages to tailor products and services that fit their needs.

You’ll present market data from trusted sources, help clients navigate risks with confidence, and prepare renewal proposals and annual Client Advisory reviews. Travel to client meetings is expected, and a strong service mindset is essential to drive retention and growth.

Qualifications

• 2+ years of personal lines insurance experience with High Net Worth clientele.
• P&C License is required.
• Bachelor’s degree preferred.
• Professional designations a plus (CPCU, CIC, CPRIA, etc.).

Responsibilities

• Review client exposures, loss histories, and current coverages to tailor products and services.
• Present accurate market data and help clients navigate risks with confidence.
• Prepare renewal proposals and conduct annual Client Advisory reviews.

Skills

Client service orientation

Travel readiness

People skills

Education

2+ years personal lines insurance experience (High Net Worth)

P&C License

Bachelor’s degree

CPCU/CIC/CPRIA designation

Job description

Marsh McLennan Agency in Norwalk, CT is seeking a Client Advisor to join our Client Advisory team. You’ll review client exposures, loss histories, and current coverages to tailor products and services that fit their needs.

You’ll present market data from trusted sources, help clients navigate risks with confidence, and prepare renewal proposals and annual Client Advisory reviews. Travel to client meetings is expected, and a strong service mindset is essential to drive retention and growth.