Senior Private Client Advisor - High-Net-Worth Insurance

Marsh McLennan Agency; San Antonio (TX); Hybrid; USD 70,000 - 110,000; 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 in San Antonio is seeking a Senior Client Advisor to work closely with High-Net-Worth clientele. The role involves understanding client exposures and recommending tailored insurance solutions. Successful candidates will have over three years of personal lines insurance experience and a Property & Casualty License.

This hybrid position offers generous time off, tuition reimbursement, and opportunities for professional development. Join a collaborative environment that values diversity and excellence.

Qualifications

• 3+ years of personal lines insurance experience with High-Net-Worth clientele.
• Property & Casualty (P&C) License is required.
• Ability to travel for client and company meetings as needed.

Responsibilities

• Dive deep into client exposures and loss experiences to understand their coverages.
• Recommend the right products and services based on client needs.
• Present accurate market data and provide informed advice.

Skills

Client service orientation

Insurance negotiation skills

Risk management

Education

Bachelor’s degree

Job description

Marsh McLennan Agency in San Antonio is seeking a Senior Client Advisor to work closely with High-Net-Worth clientele. The role involves understanding client exposures and recommending tailored insurance solutions. Successful candidates will have over three years of personal lines insurance experience and a Property & Casualty License.

This hybrid position offers generous time off, tuition reimbursement, and opportunities for professional development. Join a collaborative environment that values diversity and excellence.