Private Client Advisor

Marsh McLennan • Sandy Springs, GA

70d • Hybrid

About The Position

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 such as CPCU, CIC, CPRIA, etc.
• Previous experience with luxury carriers, such as AIG, Chubb, PURE.

Responsibilities

• Dive into client exposures, loss experiences, and current coverages to recommend tailored products and services.
• 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 clients' risk management needs and financial loss tolerance.
• Evaluate and propose a variety of solutions to manage risks effectively.
• Create and present renewal proposals to existing clients.
• Conduct engaging annual Client Advisory reviews.
• Negotiate with multiple insurance carriers to offer comprehensive coverage options.
• Ensure compliance with industry laws and regulations.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree