Senior Private Client Advisor

Marsh • Brookfield, WI

4d • $66,000 - $123,100 • Hybrid

About The Position

Marsh McLennan Agency (MMA) provides business insurance, employee health and benefits, retirement, and private client insurance solutions. The Senior Private Client Advisor works on the Private Client Services team, assessing client exposures and loss experiences to understand current coverage and recommend appropriate products and services. The advisor provides accurate market data and guidance to help clients navigate complex risks, gathers information about risk management needs and financial loss tolerance, and proposes tailored solutions. The role provides proactive client service in person, by phone, and by email; prepares and presents renewal proposals; and conducts annual Client Advisory reviews. Success is measured by client retention, while business growth is supported through referrals and expansion of client programs. The advisor negotiates with multiple insurance carriers to secure comprehensive coverage and ensures compliance with industry laws and regulations. The position offers hybrid work and may require travel for client and company meetings.

Requirements

• At least 3 years of personal lines insurance experience with high-net-worth clientele.
• Property & Casualty (P&C) license.
• Client service orientation and ability to manage expectations.
• Ability to travel for client and company meetings as needed.

Nice To Haves

• Bachelor’s degree.
• Professional designations such as CPCU, CIC, or CPRIA.
• Previous experience with luxury carriers such as AIG, Chubb, or PURE.

Responsibilities

• Review client exposures, loss experiences, and current coverages.
• Recommend products and services suited to clients’ needs and provide accurate market data and risk guidance.
• Anticipate client needs and respond to inquiries in person, over the phone, or by email.
• Gather information about clients’ risk management needs and financial loss tolerance and propose tailored risk management solutions.
• Prepare and present renewal proposals to existing clients.
• Conduct annual Client Advisory reviews.
• Deliver exceptional service to support client retention.
• Develop business through referrals and expansion of client programs.
• Negotiate with multiple insurance carriers to obtain comprehensive coverage options.
• Ensure compliance with industry laws and regulations.

Benefits

• Generous time off, including personal and volunteering time.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.
• Health and welfare benefits.
• Tuition assistance.
• 401(k) savings and other retirement programs.
• Employee assistance programs.
• May be eligible for performance-based incentives.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed