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

Marsh McLennan Agency; Minneapolis (MN); Hybrid; USD 66,000 - 123,100; Full time

Benefits offered by this job

Hybrid work

Generous time off

Tuition reimbursement and professional

Professional development opportunities

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency is seeking a Senior Private Client Advisor to join our Private Client Services team in a hybrid role. You’ll analyze client exposures and loss experiences to tailor coverages, present market data, and advise on complex risks while driving client retention and growth.

The candidate should have 3+ years of personal lines experience with High‑Net‑Worth clients, a P&C license, and strong client-service orientation.

Qualifications

• 3+ years of personal lines insurance experience with High‑Net‑Worth clientele.
• P&C license.
• Client service orientation with ability to manage expectations.
• Ability to travel for client and company meetings as needed.

Responsibilities

• Understand client exposures and loss experiences to assess current coverages and tailor solutions.
• Present clients with accurate market data and informed advice on risks.
• Lead renewals, create and present proposals, and conduct annual Client Advisory reviews.
• Negotiate with multiple carriers to secure comprehensive coverage options.
• Ensure compliance with industry laws and regulations.

Skills

Client service

Travel

Education

Bachelor's degree

CPCU

CIC

CPRIA

Job description

Marsh McLennan Agency is seeking a Senior Private Client Advisor to join our Private Client Services team in a hybrid role. You’ll analyze client exposures and loss experiences to tailor coverages, present market data, and advise on complex risks while driving client retention and growth.

The candidate should have 3+ years of personal lines experience with High‑Net‑Worth clients, a P&C license, and strong client-service orientation.