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Marsh McLennan · 3 months ago

Private Client Advisor - HNW Personal Lines Insurance

New York - 350 Madison

Full-time

Hybrid

Entry, Mid Level

$53K/yr - $98K/yr

2+ years exp

Marsh McLennan Agency is a leading provider of business insurance and personal client solutions. They are seeking a Private Client Advisor to dive into client exposures and recommend tailored insurance products and services, while providing proactive day-to-day client service and managing risk effectively.

Financial ServicesProfessional ServicesService Industry

Responsibilities

Dive into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs

Present clients with accurate market data from reliable sources, helping them navigate complex risks with confidence

Provide proactive, day-to-day client service by anticipating clients needs and addressing questions or issues in person, over the phone, or via email

Gather important information about clients' risk management needs and financial loss tolerance, then evaluate and propose a variety of solutions to effectively manage their risks

Create and present renewal proposals to existing clients and conduct engaging annual Client Advisory reviews

Measure success by client retention through exceptional service and new business development via referrals and expanded client programs

Negotiate with multiple insurance carriers to offer comprehensive coverage options, ensuring compliance with industry laws and regulations

Qualification

Personal lines insuranceProperty & Casualty LicenseLuxury carrier relationshipsProfessional designationsClient service orientation

Required

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

Preferred

Bachelor's 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 work

Charitable contribution match programs

Stock purchase opportunities

Health and welfare benefits

Tuition assistance

401K savings and other retirement 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