Senior Private Client Advisor

Marsh Agency; Las Vegas (NV); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work

Tuition reimbursement

Charitable contribution match

Stock purchase program

Generous time off

Professional development opportunities

Job summary

Marsh Agency in Las Vegas is seeking a Senior Private Client Advisor to join our Private Client Services team. You’ll dive into client exposures, assess coverages, and recommend tailored insurance solutions for high-net-worth individuals.

You’ll present market data, negotiate with carriers, and craft renewal proposals to keep clients engaged and protected. As a trusted partner, you’ll deliver proactive service, grow the book through referrals, and ensure compliance with industry regulations.

Qualifications

• 3+ years’ personal lines insurance experience with High-Net-Worth clientele.
• Property & Casualty (P&C) License is required.
• Strong client service orientation with ability to travel for meetings.

Responsibilities

• Assess client exposures and loss experiences to tailor coverages.
• Recommend products and services that fit client needs and risk tolerance.
• Present market data, negotiate with carriers, and manage renewals.
• Create proposals for existing clients and conduct Client Advisory reviews.
• Grow business through referrals while ensuring regulatory compliance.

Skills

Personal lines insurance

High-Net-Worth clientele

Client service orientation

Travel for meetings

Negotiation skills

Education

Bachelor's degree

CPCU

CIC

CPRIA

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 Client Advisor at Marsh Agency.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what's possible and guide them during every step of their journey.

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

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.

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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.

If you require an accommodation during the application or interview process, please let us know by contacting [e-mail].

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