Senior Client Advisor - Small Business Solutions

Marsh McLennan Agency; San Antonio (TX); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency in San Antonio is seeking a Senior Client Advisor to work closely with High-Net-Worth clientele. The role involves understanding client exposures and recommending tailored insurance solutions. Successful candidates will have over three years of personal lines insurance experience and a Property & Casualty License.

This hybrid position offers generous time off, tuition reimbursement, and opportunities for professional development. Join a collaborative environment that values diversity and excellence.

Qualifications

• 3+ years of personal lines insurance experience with High-Net-Worth clientele.
• Property & Casualty (P&C) License is required.
• Ability to travel for client and company meetings as needed.

Responsibilities

• Dive deep into client exposures and loss experiences to understand their coverages.
• Recommend the right products and services based on client needs.
• Present accurate market data and provide informed advice.

Skills

Client service orientation

Insurance negotiation skills

Risk management

Education

Bachelor’s degree

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 dive 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 present clients with accurate market data, help them navigate complex risks with informed advice, and proactively anticipate client needs. You’ll gather information about their risk‑management needs and financial loss tolerance to propose tailored solutions. In renewals, you’ll create and present proposals and conduct annual Client Advisory reviews. Your success will be measured by client retention. You’ll grow the business through referrals and expanding client programs, negotiate with multiple insurance carriers, and ensure compliance with industry laws.

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

Additional Qualifications

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

Benefits

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

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