Senior Private Client Advisor (Remote - East Coast)

MMC; Charlotte (NC); Hybrid; USD 66,000 - 123,000; Full time

Benefits offered by this job

Hybrid work

Tuition reimbursement and professional

Job summary

Marsh McLennan Agency is seeking a Senior Client Advisor to join our Private Client Services team. You will analyze client exposures, present tailored coverage options, and manage renewals to drive client retention.

You’ll collaborate with carriers to secure optimal protections and grow the business through referrals. You should have 3+ years in personal lines, a High-Net-Worth P&C license, strong client services focus, and be willing to travel for client meetings.

Qualifications

• 3+ years' personal lines insurance experience.
• High-Net-Worth clientele P&C license.
• Client service orientation with balance on managing expectations.
• Ability to travel for client and company meetings as needed.

Responsibilities

• Assess client exposures and loss experiences to tailor coverage.
• Present market data and recommend products that fit client needs.
• Conduct renewals and advisory reviews to keep clients engaged.
• Negotiate with multiple carriers for comprehensive options.
• Grow business through referrals and expanding client programs.
• Ensure compliance with industry laws and regulations.

Skills

Client service orientation

Travel

Negotiation skills

Experience in personal lines insurance

P&C license (HNW)

Education

Bachelor's degree

Professional designations (CPCU, CIC, CPRIA)

Job description

Senior Client Advisor

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Client Advisor at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MRSH).

A day in the life.

As our Senior Private Client Advisor on the Private Client Services team, you'll be diving deep into client exposures and loss experiences to understand their current coverages. Your goal is to recommend the right products and services that fit their needs perfectly. You'll also be presenting clients with accurate market data, helping them navigate complex risks with informed advice. Proactive service is key here. You'll be anticipating client needs and addressing their questions-whether in person, over the phone, or via email. Gathering information about their risk management needs and financial loss tolerance will allow you to propose tailored solutions that effectively manage their risks. When it comes to renewals, you'll create and present proposals to existing clients and conduct annual Client Advisory reviews to keep them engaged and informed. Your success will be measured by client retention, so delivering exceptional service is crucial. Plus, you'll be looking to grow the business through referrals and expanding client programs. Negotiation skills will come into play as you work with multiple insurance carriers to secure comprehensive coverage options for your clients, all while ensuring compliance with industry laws and regulations.

Our future colleague.

We'd love to meet you if your professional track record includes the following skills:

• 3 plus years' personal lines insurance experience
• High-Net-Worth clientele Property & Casualty (P&C) License
• Client service orientation with balance on managing expectations
• Ability to travel for client and company meetings as needed

These additional qualifications are a plus, but not required to apply:

• Bachelor's degree
• Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
• Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is $66,000 to $123,100. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Applications will be accepted until: November 30, 2026