Senior Private Client Advisor (Hybrid, Wealth & Risk)

Marsh Agency; Florida; Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement and professional

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh Agency in the United States is seeking a Senior Client Advisor to dive into client exposures, loss experiences, and current coverages to tailor products for High Net Worth clients. You’ll present market data from trusted sources, helping clients navigate complex risks with confidence.

The role emphasizes proactive daily service, renewal proposals, annual reviews, and collaboration with multiple carriers to secure comprehensive coverage while maintaining compliance.

Qualifications

• 2+ years of personal lines insurance experience with High Net Worth clientele.
• P&C License is required or in progress.
• Strong client service orientation and ability to manage expectations.
• Willingness to travel for client and company meetings.

Responsibilities

• Dive into client exposures, loss experiences, and current coverages to tailor products and services for clients.
• Present accurate market data from reliable sources to support risk decisions.
• Provide proactive day-to-day client service and address questions in person, by phone, or email.
• Gather information about risk management needs and propose a range of solutions to manage risks.
• Create and present renewal proposals and conduct annual Client Advisory reviews; measure success by retention and growth.

Skills

Personal lines insurance

High Net Worth clientele

Client service orientation

Willingness to travel

Education

Bachelor's degree

Professional designations (CPCU/CIC/CPRIA)

Job description

Marsh Agency in the United States is seeking a Senior Client Advisor to dive into client exposures, loss experiences, and current coverages to tailor products for High Net Worth clients. You’ll present market data from trusted sources, helping clients navigate complex risks with confidence.

The role emphasizes proactive daily service, renewal proposals, annual reviews, and collaboration with multiple carriers to secure comprehensive coverage while maintaining compliance.