Senior Private Client Advisor

Marsh McLennan • New York, NY

78d • $87,300 - $162,800 • Hybrid

About The Position

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.

Requirements

• 3 plus 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 relationships with luxury carriers, such as AIG, Chubb, PURE.

Responsibilities

• Dive deep into client exposures and loss experiences to understand their current coverages.
• Recommend the right products and services that fit client needs.
• Present clients with accurate market data and informed advice on complex risks.
• Anticipate client needs and address questions via in-person, phone, or email.
• Gather information about risk management needs and financial loss tolerance.
• Propose tailored solutions to effectively manage client risks.
• Create and present proposals for renewals and conduct annual Client Advisory reviews.
• Measure success by client retention and deliver exceptional service.
• Grow the business through referrals and expanding client programs.
• Negotiate with multiple insurance carriers to secure comprehensive coverage options.

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: Senior
• Industry: Insurance Carriers and Related Activities