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Marsh McLennan · 5 months ago

Senior Private Client Advisor

Palm Beach Gardens - 4400 PGA

Full-time

Hybrid

Senior Level

5+ years exp

Marsh McLennan Agency is a leading provider of business insurance and private client insurance solutions. They are seeking a Senior Private Client Advisor to support a high-volume book of business, providing exceptional client service and managing complex risks for high net worth clientele.

Financial ServicesProfessional ServicesService Industry

Responsibilities

Reviews client exposures, loss experience and current coverages and recommends appropriate products and services

Presents clients with accurate market data from appropriate resources to advice and counsel on complex risks

Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, over the phone or via email

Gathers information from client related to risk management needs, financial loss tolerance and evaluate and propose a variety of solutions to manage clients risk

Creates and presents renewal proposals to existing clients and conducts annual interactive Client Advisory reviews

Accountable for client retention through delivery of exceptional client service and new business development through referrals and expanded client programs

Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients and prospects, while conforming to all laws, regulations and requirements governing the insurance industry

Qualification

Personal lines insuranceProperty & Casualty LicenseClient service orientationProfessional designationsLuxury carriers

Required

5 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

Preferred

Bachelors degree

Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc

Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE

Benefits

Generous time off, including personal and volunteering

Tuition reimbursement and professional development opportunities

Hybrid and flexible work

Charitable contribution match programs

Stock purchase opportunities

Inclusive Culture

Competitive compensation

Health and welfare benefits

Tuition assistance

401K savings

Other wellbeing programs

Employee assistance programs

Company

Marsh McLennan

Glassdoor4.0

Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.

Founded in 1871

New York, New York, USA

10001+ employees