Senior Private Client Advisor - High-Net-Worth Wealth

Marsh Agency; Florida; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work

Tuition reimbursement

Professional development opportunities

Stock purchase programs

Generous time off

Job summary

Marsh Agency in Florida is seeking a Senior Private Client Advisor to manage High-Net-Worth personal lines, assess exposures, and tailor coverage to client needs.

You will present market data, negotiate with carriers, and craft renewal proposals; success is measured by retention, referrals, and expanding client programs.

Join a collaborative team offering hybrid work, strong benefits, and opportunities for professional growth as you help clients protect their futures.

Qualifications

• 3+ 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.

Responsibilities

• Assess client exposures and loss experiences to tailor coverages.
• Present market data and advise on suitable products and services.
• Prepare renewal proposals and conduct annual Client Advisory reviews.
• Grow the business through referrals and expanding client programs.
• Negotiate with multiple carriers to secure comprehensive coverage while ensuring compliance.

Skills

High-Net-Worth personal lines

P&C License

Client service orientation

Travel availability

Education

Bachelor's degree

CPCU

CIC

CPRIA

Job description

Marsh Agency in Florida is seeking a Senior Private Client Advisor to manage High-Net-Worth personal lines, assess exposures, and tailor coverage to client needs.

You will present market data, negotiate with carriers, and craft renewal proposals; success is measured by retention, referrals, and expanding client programs.

Join a collaborative team offering hybrid work, strong benefits, and opportunities for professional growth as you help clients protect their futures.