Senior Private Client Advisor - HNW Personal Lines Insurance

Marsh McLennan Agency; New York (NY); Hybrid; USD 89,500 - 166,900; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Stock purchase opportunities

Job summary

A leading insurance agency in New York seeks a Senior Private Client Advisor to provide tailored advice and services to High-Net-Worth clients. The role involves understanding client needs, managing exposures, and delivering exceptional client service. Candidates must have at least 3 years in personal lines insurance and a P&C License. This position offers a hybrid work model, competitive salary, and a robust benefits package fostering colleague well-being.

Qualifications

• Minimum 3 years of experience in personal lines insurance.
• Strong client service orientation with client expectation management.
• Property & Casualty (P&C) License required.

Responsibilities

• Dive deep into client exposures and recommend suitable products.
• Present clients with market data and manage their risks effectively.
• Create and present renewal proposals to enhance client engagement.

Skills

3 plus years’ personal lines insurance experience with High-Net-Worth clientele

Client service orientation

Negotiation skills

Ability to travel

Education

Bachelor’s degree

Tools

Epic System

Job description

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 Private Client Advisor at MMA.

Hybrid to our NY Metro office.

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 Private 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 a plus, e.g., CPCU, CIC, CPRIA, etc.
• Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE
• Experience with Epic System

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

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.

Follow us on social media to meet our colleagues and see what makes us tick.

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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 EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

#MMAPCS

The applicable base salary range for this role is $89,500 to $166,900.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.