Senior Private Client Advisor — High-Net-Worth, Hybrid

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

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable contribution match

Stock purchase opportunities

Job summary

Marsh Agency is seeking a Senior Private Client Advisor to join the Private Client Services team in Minnesota. You will analyze client exposures, present market data, and tailor coverage to client needs with a focus on high-net-worth clients.

You’ll manage renewals, craft proposals for existing clients, and drive growth through referrals while negotiating with carriers and ensuring regulatory compliance. A hybrid work model is available.

Qualifications

• 3+ years of personal lines insurance experience with High-Net-Worth clients.
• P&C License is required.
• Strong client service orientation and ability to manage expectations.
• Ability to travel for client and company meetings as needed.

Responsibilities

• Analyze client exposures and loss experiences to tailor coverages.
• Present market data and recommended products aligned with client risk tolerance.
• Assist with renewals by creating proposals and conducting Client Advisory reviews.
• Grow business through referrals and expanding client programs; negotiate coverage with carriers.
• Ensure compliance with industry laws and regulations while delivering exceptional service.

Skills

Personal lines experience

Client service orientation

Travel for client meetings

Education

Bachelor's degree

Tools

P&C License

CPCU

CIC

CPRIA

Job description

Marsh Agency is seeking a Senior Private Client Advisor to join the Private Client Services team in Minnesota. You will analyze client exposures, present market data, and tailor coverage to client needs with a focus on high-net-worth clients.

You’ll manage renewals, craft proposals for existing clients, and drive growth through referrals while negotiating with carriers and ensuring regulatory compliance. A hybrid work model is available.