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

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

Benefits offered by this job

Hybrid work

Generous time off

Tuition reimbursement

Professional development opportunities

Charitable contribution match

Stock purchase opportunities

Job summary

Marsh Agency is seeking a Senior Client Advisor to join the Private Client Services team in a hybrid work environment. You will dive into client exposures, assess loss experiences, and tailor coverage solutions with market data and informed guidance.

Your role focuses on renewals, advisory reviews, and growing client programs while maintaining exceptional service and compliance across carriers. Strong relationships with High-Net-Worth clients are valued.

Qualifications

• 3+ years of personal lines insurance experience with High-Net‑Worth clientele.
• Property & Casualty (P&C) License is required.
• Customer-focused mindset with ability to manage expectations.

Responsibilities

• Analyze client exposures and loss experiences to tailor coverages.
• Present clients with market data and informed advice.
• Prepare renewals, proposals and annual Client Advisory reviews for existing clients.
• Grow business through referrals and expanding client programs.
• Negotiate with multiple carriers to secure comprehensive coverage.

Skills

Personal lines insurance

High-Net‑Worth clientele

Client service orientation

Travel for meetings

Education

P&C License

Job description

Marsh Agency is seeking a Senior Client Advisor to join the Private Client Services team in a hybrid work environment. You will dive into client exposures, assess loss experiences, and tailor coverage solutions with market data and informed guidance.

Your role focuses on renewals, advisory reviews, and growing client programs while maintaining exceptional service and compliance across carriers. Strong relationships with High-Net-Worth clients are valued.