Senior Private Client Advisor

Marsh McLennan; San Antonio (TX); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable contribution match

Stock purchase opportunities

Job summary

Marsh McLennan Agency is seeking a Senior Private Client Advisor to help clients assess exposures, tailor coverage, and provide informed risk recommendations. You will present market data, manage renewals, and build long-term relationships with High-Net-Worth clientele across private client services.

In this role, you will negotiate with multiple carriers, support client retention through proactive service, and grow the book via referrals.

Qualifications

• 3+ years of personal lines insurance experience with High-Net-Worth clientele.
• P&C license is required or in progress.
• Strong client service orientation and ability to manage expectations.

Responsibilities

• Analyze client exposures and loss experience to tailor coverage
• Present market data and advise on risk management solutions
• Prepare renewal proposals and conduct Client Advisory reviews
• Grow business through referrals and expanding client programs
• Negotiate with carriers to secure comprehensive coverage while ensuring regulatory compliance

Skills

Client service

Travel for meetings

Education

Bachelor’s degree

CPCU/CIC/CPRIA (desirable)

Tools

P&C License

Job description

Company:

Marsh McLennan Agency

Description:

Senior Private 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 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

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.