Private Client Advisor - Luxury Insurance & Risk Strategy (Hybrid)

Marsh; Florida; Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Hybrid work

Generous time off

Tuition reimbursement

Stock purchase opportunities

Charitable contribution match programs

Job summary

Marsh McLennan Agency (MMA) seeks a Client Advisor to join our Client Advisory team. You will analyze client exposures, loss experiences, and current coverages to tailor products and services, presenting market data to help clients navigate risks.

You will provide proactive day‑to‑day client service, gather information on risk management needs, and prepare renewal proposals. Success is measured by retention and growth through referrals and expanded client programs.

Qualifications

• 2+ years' personal lines insurance experience with High Net Worth clientele.
• P&C License required.
• Strong client service orientation with the ability to manage expectations.
• Willingness to travel for client and company meetings as needed.

Responsibilities

• Analyze client exposures, loss experiences and existing coverages to recommend tailored products and services.
• Present clients with accurate market data, aiming to navigate risks confidently.
• Provide proactive client service, addressing questions in person, by phone or email.
• Create renewal proposals and conduct annual Client Advisory reviews to drive retention and new business.

Skills

Personal lines experience

P&C license

Client service orientation

Travel willingness

Education

Bachelor's degree

Job description

Marsh McLennan Agency (MMA) seeks a Client Advisor to join our Client Advisory team. You will analyze client exposures, loss experiences, and current coverages to tailor products and services, presenting market data to help clients navigate risks.

You will provide proactive day‑to‑day client service, gather information on risk management needs, and prepare renewal proposals. Success is measured by retention and growth through referrals and expanded client programs.