Senior Private Client Advisor - Hybrid Growth

MMC; New York (NY); Hybrid; USD 90,000 - 167,000; Full time

Benefits offered by this job

Hybrid work

Generous time off

Tuition reimbursement and professional

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency (MMA) is hiring a Senior Private Client Advisor in New York. The role focuses on understanding client exposures, recommending tailored insurance solutions, and presenting accurate market data.

You will lead renewals, advisory reviews, and growth through referrals while ensuring regulatory compliance. The position features a hybrid work model with opportunities for professional development, travel for client meetings, and potential performance-based incentives.

Qualifications

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

Responsibilities

• Assess client exposures and loss experiences to tailor coverage.
• Present market data and proposals to clients; renewals and Client Advisory reviews.
• Collaborate with multiple carriers to secure comprehensive coverage options.
• Build and grow client programs through referrals and cross-sell.

Skills

Personal lines insurance

P&C license

Client service orientation

Travel willingness

Education

Bachelor's degree

Job description

Marsh McLennan Agency (MMA) is hiring a Senior Private Client Advisor in New York. The role focuses on understanding client exposures, recommending tailored insurance solutions, and presenting accurate market data.

You will lead renewals, advisory reviews, and growth through referrals while ensuring regulatory compliance. The position features a hybrid work model with opportunities for professional development, travel for client meetings, and potential performance-based incentives.