Senior Private Client Advisor

Marsh McLennan Agency; Minneapolis (MN); Hybrid; USD 66,000 - 123,100; Full time

Benefits offered by this job

Hybrid work

Generous time off

Tuition reimbursement and professional

Professional development opportunities

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency is seeking a Senior Private Client Advisor to join our Private Client Services team in a hybrid role. You’ll analyze client exposures and loss experiences to tailor coverages, present market data, and advise on complex risks while driving client retention and growth.

The candidate should have 3+ years of personal lines experience with High‑Net‑Worth clients, a P&C license, and strong client-service orientation.

Qualifications

• 3+ years of personal lines insurance experience with High‑Net‑Worth clientele.
• P&C license.
• Client service orientation with ability to manage expectations.
• Ability to travel for client and company meetings as needed.

Responsibilities

• Understand client exposures and loss experiences to assess current coverages and tailor solutions.
• Present clients with accurate market data and informed advice on risks.
• Lead renewals, create and present proposals, and conduct annual Client Advisory reviews.
• Negotiate with multiple carriers to secure comprehensive coverage options.
• Ensure compliance with industry laws and regulations.

Skills

Client service

Travel

Education

Bachelor's degree

CPCU

CIC

CPRIA

Job description

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 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 anticipate client needs and address 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.

• 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.

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

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.

LI-PCS

The applicable base salary range for this role is $66,000 to $123,100.

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.