Senior Private Client Advisor – Hybrid, High-Net-Worth

ООО «ХАГЕМАЕР ГРУПП»; Charlotte (NC); Hybrid; USD 66,000 - 123,000; Full time

Benefits offered by this job

Hybrid work

Generous time off

Tuition reimbursement

401K retirement plan

Stock purchase

Charitable matching

Health & welfare benefits

Job summary

Marsh McLennan Agency (MMA) seeks a Senior Private Client Advisor to analyze client risks, propose coverage, and present market data. You will renew and advise clients, handle inquiries, and collaborate with carriers to tailor protections while maintaining regulatory compliance.

The role emphasizes client retention, referrals, and growth within a hybrid work model, with a competitive benefits package and base salary range disclosed.

Qualifications

• 3+ years of personal lines insurance with High-Net-Worth clients.
• P&C license held and active.
• Strong client service orientation with expectation management.
• Willingness to travel for meetings as needed.
• Bachelor's degree; professional designations are a plus.

Responsibilities

• Dive into client exposures and loss experiences to tailor coverages.
• Present clients with market data and tailored solutions.
• Proactive service, renewals, and annual Client Advisory reviews.
• Grow business through referrals and expanding client programs.
• Negotiate with multiple carriers to secure comprehensive options.

Skills

Client service orientation

Travel willingness

Education

Bachelor's degree

Tools

P&C License

Job description

Marsh McLennan Agency (MMA) seeks a Senior Private Client Advisor to analyze client risks, propose coverage, and present market data. You will renew and advise clients, handle inquiries, and collaborate with carriers to tailor protections while maintaining regulatory compliance.

The role emphasizes client retention, referrals, and growth within a hybrid work model, with a competitive benefits package and base salary range disclosed.