Senior Private Client Advisor — Hybrid & High-Net-Worth

Marsh McLennan; Atlanta (GA); Hybrid; USD 85,000 - 130,000; Full time

Benefits offered by this job

Hybrid work

Tuition reimbursement and professional

Professional development opportunities

Charitable contribution match programs

Stock purchase opportunities

Generous time off

Job summary

Marsh McLennan Agency in the United States seeks a Senior Private Client Advisor to manage high-net-worth client risk and exposure, proposing tailored insurance solutions across carriers. You will present market data, support renewals, and drive client retention while expanding programs.

The role requires strong service orientation, carrier negotiation, and willingness to travel to client sites and meetings.

Qualifications

• 3+ years’ personal lines insurance experience with High-Net-Worth clients.
• P&C License is required or actively pursued.
• Strong client-service orientation with expectations management.
• Ability to travel for client and company meetings as needed.

Responsibilities

• Dive into client exposures and loss experiences to recommend tailored coverages.
• Present market data and work with multiple carriers to secure coverage.
• Renewals: prepare proposals and conduct Client Advisory reviews to retain clients and grow programs.

Skills

Personal lines insurance

P&C License

Client service

Travel for meetings

Education

Bachelor's degree

Job description

Marsh McLennan Agency in the United States seeks a Senior Private Client Advisor to manage high-net-worth client risk and exposure, proposing tailored insurance solutions across carriers. You will present market data, support renewals, and drive client retention while expanding programs.

The role requires strong service orientation, carrier negotiation, and willingness to travel to client sites and meetings.