Senior Private Client Advisor

Marsh McLennan•Atlanta, GA

8d•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 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 a plus, e.g., CPCU, CIC, CPRIA, etc.
Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE

Responsibilities

diving deep into client exposures and loss experiences to understand their current coverages
recommend the right products and services that fit their needs perfectly
presenting clients with accurate market data
helping them navigate complex risks with informed advice
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
create and present proposals to existing clients and conduct annual Client Advisory reviews to keep them engaged and informed
grow the business through referrals and expanding client programs
work with multiple insurance carriers to secure comprehensive coverage options for your clients
ensuring compliance with industry laws and regulations