Senior Private Client Advisor — High-Net-Worth (Hybrid)

MMC; 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 programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency (MMA) seeks a Senior Private Client Advisor in Minneapolis to analyze client exposures and losses, and tailor coverage with carriers for high-net-worth individuals. You'll present market data, manage renewals, and deliver informed recommendations to protect client interests.

Role emphasizes proactive service, client retention, and growth through referrals, with a hybrid work model and comprehensive benefits.

Qualifications

• 3+ years in personal lines insurance for high-net-worth clients.
• P&C license required or in process.
• Strong client-service orientation with expectations management.

Responsibilities

• Analyze client exposures and loss experiences to tailor coverage.
• Present market data and proposed solutions to clients.
• Prepare renewals and Client Advisory reviews with proposals.
• Coordinate with multiple carriers to secure comprehensive options.
• Grow business through referrals and expanded programs.

Skills

Personal lines insurance

High-Net-Worth clientele

Client service orientation

Travel for meetings

Education

Bachelors degree

Job description

Marsh McLennan Agency (MMA) seeks a Senior Private Client Advisor in Minneapolis to analyze client exposures and losses, and tailor coverage with carriers for high-net-worth individuals. You'll present market data, manage renewals, and deliver informed recommendations to protect client interests.

Role emphasizes proactive service, client retention, and growth through referrals, with a hybrid work model and comprehensive benefits.