Senior Client Advisor - Small Business Solutions

MMC; San Antonio (TX); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement and professional

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency (MMA) is seeking a Senior Client Advisor to analyze client exposures, tailor coverages, and present market data with informed guidance. You will deliver proactive service, gather risk-management details, and manage renewals while driving client engagement and retention.

You will leverage your P&C license, 3+ years of personal lines experience, and willingness to travel to meet clients and grow the business within MMA's Private Client Services team.

Qualifications

• Minimum 3+ years of personal lines insurance experience for high-net-worth clients.
• Proactive P&C license required to quote and bind coverage.
• Strong client service orientation with focus on managing expectations.
• Willingness and ability to travel for client and company meetings as needed.

Responsibilities

• Analyze client exposures and loss experiences to tailor coverages.
• Present accurate market data and provide informed risk guidance to clients.
• Deliver proactive service by addressing questions and gathering risk-management details.
• Create renewal proposals and conduct annual Client Advisory reviews to maintain engagement.
• Grow business through referrals and expanding client programs while ensuring regulatory compliance.

Skills

Personal lines experience

P&C License

Client service orientation

Travel readiness

Education

Bachelor's degree

Industry designations aplus (CPCU/CIC/CPRIA)

Job description

Senior Client Advisor

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Client Advisor at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MRSH).

A day in the life.

As our Senior Client Advisor on the Private Client Services team, you'll be diving deep into client exposures and loss experiences to understand their current coverages. Your goal is to recommend the right products and services that fit their needs perfectly.

You'll also be presenting clients with accurate market data, helping them navigate complex risks with informed advice.

Proactive service is key here. You'll be anticipating client needs and addressing their questions—whether in person, over the phone, or via email. Gathering information about their risk management needs and financial loss tolerance will allow you to propose tailored solutions that effectively manage their risks.

When it comes to renewals, you'll create and present proposals to existing clients and conduct annual Client Advisory reviews to keep them engaged and informed. Your success will be measured by client retention, so delivering exceptional service is crucial. Plus, you'll be looking to grow the business through referrals and expanding client programs.

Negotiation skills will come into play as you work with multiple insurance carriers to secure comprehensive coverage options for your clients, all while ensuring compliance with industry laws and regulations.

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

• 3 plus 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

These additional qualifications are a plus, but not required to apply:

• Bachelor's degree
• Professional designations aplus, e.g., CPCU, CIC, CPRIA, etc.
• Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.

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Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.