Senior Private Client Advisor - Hybrid with Growth & Wealth

Marsh Agency

Las Vegas (NV)

Hybride

USD 90 000 - 130 000

Plein temps

Il y a 30 heures
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Avantages offerts par ce poste

Hybrid work
Tuition reimbursement
Charitable contribution match
Stock purchase program
Generous time off
Professional development opportunities

Résumé du poste

Marsh Agency in Las Vegas is seeking a Senior Private Client Advisor to join our Private Client Services team. You’ll dive into client exposures, assess coverages, and recommend tailored insurance solutions for high-net-worth individuals.

You’ll present market data, negotiate with carriers, and craft renewal proposals to keep clients engaged and protected. As a trusted partner, you’ll deliver proactive service, grow the book through referrals, and ensure compliance with industry regulations.

Qualifications

  • 3+ years’ personal lines insurance experience with High-Net-Worth clientele.
  • Property & Casualty (P&C) License is required.
  • Strong client service orientation with ability to travel for meetings.

Responsabilités

  • Assess client exposures and loss experiences to tailor coverages.
  • Recommend products and services that fit client needs and risk tolerance.
  • Present market data, negotiate with carriers, and manage renewals.
  • Create proposals for existing clients and conduct Client Advisory reviews.
  • Grow business through referrals while ensuring regulatory compliance.

Connaissances

Personal lines insurance
High-Net-Worth clientele
Client service orientation
Travel for meetings
Negotiation skills

Formation

Bachelor's degree
CPCU
CIC
CPRIA

Description du poste

Marsh Agency in Las Vegas is seeking a Senior Private Client Advisor to join our Private Client Services team. You’ll dive into client exposures, assess coverages, and recommend tailored insurance solutions for high-net-worth individuals.

You’ll present market data, negotiate with carriers, and craft renewal proposals to keep clients engaged and protected. As a trusted partner, you’ll deliver proactive service, grow the book through referrals, and ensure compliance with industry regulations.

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