Marsh McLennan Agency · 14 hours ago
Private Client Advisor
San Francisco, CA
Full-time
Hybrid
Entry, Mid Level
$53K/yr - $98K/yr
2+ years expMarsh McLennan Agency (MMA) is a leading provider of business insurance and client solutions, promoting a culture of inclusivity and excellence. They are seeking a Private Client Advisor to deliver tailored insurance solutions for High Net Worth clients, focusing on client service, risk management, and business development.
Employee BenefitsHealth CareInsuranceRetirement
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, anticipating clients needs and addressing questions or issues in person, over the phone, or via email
Gather important information about their 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
Negotiate with multiple insurance carriers to offer comprehensive coverage options, ensuring compliance with industry laws and regulations
Qualification
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 Agency
Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Ben Newman
Chief Financial Officer
Michael Harris
COO
Recent News
2026-01-23
2025-12-09
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