Marsh McLennan Agency · 21 hours ago
Senior Private Client Advisor
Las Vegas, NV
Full-time
Hybrid
Mid, Senior Level
$64K/yr - $120K/yr
3+ years expMarsh McLennan Agency (MMA) is a leading provider of business insurance and employee benefits solutions. As a Senior Private Client Advisor, you will work closely with high-net-worth clients to assess their insurance needs, provide tailored solutions, and ensure exceptional client service to drive retention and business growth.
Employee BenefitsHealth CareInsuranceRetirement
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 clients 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
Propose tailored solutions that effectively manage their risks
Create and present proposals to existing clients
Conduct annual Client Advisory reviews to keep clients engaged and informed
Delivering exceptional service
Looking to grow the business through referrals and expanding client programs
Working with multiple insurance carriers to secure comprehensive coverage options for clients
Ensuring compliance with industry laws and regulations
Qualification
Required
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
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
2025-12-09
2025-12-01
Company data provided by crunchbase