Private Client Advisor

Marsh McLennan•Las Vegas, NV

1d•Hybrid

About The Position

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: MMC). As our Private Client Advisor on the Client Advisory team, you’ll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs. You'll present clients with accurate market data from reliable sources, helping them navigate complex risks with confidence. Providing proactive, day-to-day client service is key—anticipating clients needs and addressing questions or issues in person, over the phone, or via email. You'll gather important information about their risk management needs and financial loss tolerance, then evaluate and propose a variety of solutions to effectively manage their risks. Additionally, you'll create and present renewal proposals to existing clients and conduct engaging annual Client Advisory reviews. Your success will be measured by client retention through exceptional service and new business development via referrals and expanded client programs. You'll also negotiate with multiple insurance carriers to offer comprehensive coverage options, all while ensuring compliance with industry laws and regulations.

Requirements

2 + years’ personal lines insurance experience with 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

Nice To Haves

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

Responsibilities

Recommend the best products and services tailored to client needs based on their exposures, loss experiences, and current coverages.
Present clients with accurate market data from reliable sources.
Provide proactive, day-to-day client service, anticipating needs and addressing questions or issues.
Gather information about client risk management needs and financial loss tolerance.
Evaluate and propose solutions to effectively manage client risks.
Create and present renewal proposals to existing clients.
Conduct annual Client Advisory reviews.
Negotiate with multiple insurance carriers to offer comprehensive coverage options.
Ensure compliance with industry laws and regulations.