Senior Private Client Advisor — Hybrid for HNW Clients

Internationalinsuranceprofessionals; New York (NY); Hybrid; USD 90,000 - 167,000; 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 (MMA) in the NY Metro region is seeking a Senior Private Client Advisor to dive into client exposures and tailor coverage. You will present market data, advise on risk and renewals, and build tailored solutions with carriers while maintaining client relationships.

You will engage in proactive service, travel for client meetings as needed, and contribute to growth through referrals and expanded programs. A High-Net-Worth focus and P&C licensing are required.

Qualifications

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

Responsibilities

• Assess client exposures and loss experiences to tailor coverage.
• Present market data and recommend products and services.
• Prepare renewals, proposals and Client Advisory reviews to drive retention and growth.

Skills

Personal lines insurance

P&C License

Client service

Travel readiness

Education

Bachelor's degree

Tools

Epic System

Job description

Marsh McLennan Agency (MMA) in the NY Metro region is seeking a Senior Private Client Advisor to dive into client exposures and tailor coverage. You will present market data, advise on risk and renewals, and build tailored solutions with carriers while maintaining client relationships.

You will engage in proactive service, travel for client meetings as needed, and contribute to growth through referrals and expanded programs. A High-Net-Worth focus and P&C licensing are required.