Senior Private Client Advisor

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

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work arrangement

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency seeks a Senior Client Advisor in New York, NY to provide tailored insurance solutions for High-Net-Worth clients. This role involves deep engagement with clients to assess their exposure and propose suitable coverage options. The ideal candidate should have at least 3 years in personal lines insurance and a P&C License, and will enjoy benefits like generous time off, hybrid work arrangements, and professional development opportunities. Compensation ranges from $89,500 to $166,900, and the role supports substantial career growth.

Qualifications

• 3+ years’ personal lines insurance experience with High-Net-Worth clientele.
• Property & Casualty (P&C) License required.
• Client service orientation with ability to manage expectations.
• Ability to travel for client and company meetings as needed.

Responsibilities

• Dive deep into client exposures and loss experiences.
• Recommend appropriate products and services for client needs.
• Conduct annual Client Advisory reviews and create proposals.
• Negotiate with insurance carriers to secure comprehensive coverage.

Skills

Personal lines insurance experience with High-Net-Worth clientele

Client service orientation

Ability to travel for meetings

Education

Bachelor's degree

Property & Casualty (P&C) License

Professional designations (CPCU, CIC, CPRIA)

Job description

Senior Client Advisor

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.

Day in the Life

As our Senior Private 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 and to present clients with accurate market data. You’ll proactively anticipate client needs, address questions via in‑person, phone, or email interactions, and gather information about risk‑management needs and financial loss tolerance to propose tailored solutions. For renewals, you’ll create and present proposals, conduct annual Client Advisory reviews, and focus on client retention. You will also work to grow the business through referrals and expanding client programs, negotiating with insurance carriers to secure comprehensive coverage while ensuring compliance with industry laws and regulations.

Qualifications

• 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

Additional Qualifications

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

Benefits

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

EEO Statement

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

Compensation

The applicable base salary range for this role is $89,500 to $166,900. The base pay offered will be determined based on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. In addition to the base salary, this position may be eligible for performance‑based incentives. We 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.