Private Client Advisor

Marsh McLennan•San Francisco, CA

1d•$52,600 - $98,000•Hybrid

About The Position

Private Client Advisor - HNW Personal Lines Insurance 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 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: MMC). A day in the life. As our 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

Diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs.
Presenting clients with accurate market data from reliable sources, helping them navigate complex risks with confidence.
Providing proactive, day-to-day client service—anticipating clients needs and addressing questions or issues in person, over the phone, or via email.
Gathering important information about their risk management needs and financial loss tolerance, then evaluate and propose a variety of solutions to effectively manage their risks.
Creating and presenting renewal proposals to existing clients and conduct engaging annual Client Advisory reviews.
Negotiating with multiple insurance carriers to offer comprehensive coverage options, all while ensuring compliance with industry laws and regulations.