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

Marsh Agency; Charlotte (NC); On-site; USD 66,000 - 123,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable match programs

Stock purchase plan

Job summary

Marsh Agency is seeking a Senior Private Client Advisor in Charlotte, NC. You will deepen client relationships with High-Net-Worth individuals, tailor personal-lines coverages, and collaborate with multiple carriers to secure optimal protection.

In this role, you will present market data, advise on risk management, handle renewals, and drive growth through referrals while maintaining compliance and exceptional client service.

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 clients with market data and risk-management recommendations.
• Propose tailored solutions and manage renewals with client advisory reviews.
• Grow business through referrals and expanding client programs.

Skills

Personal lines insurance

P&C License

Client service orientation

Travel for meetings

Education

Bachelor’s degree

Job description

Marsh Agency is seeking a Senior Private Client Advisor in Charlotte, NC. You will deepen client relationships with High-Net-Worth individuals, tailor personal-lines coverages, and collaborate with multiple carriers to secure optimal protection.

In this role, you will present market data, advise on risk management, handle renewals, and drive growth through referrals while maintaining compliance and exceptional client service.