Marsh McLennan

Private Client Advisor – HNW Insurance

Marsh McLennan

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

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Salary

💰 $52,600 - $98,000 per year

About the role

  • Dive into client exposures, loss experiences, and current coverages to recommend tailored products and services
  • Present clients with accurate market data from reliable sources
  • Provide proactive, day-to-day client service, anticipating client needs and addressing questions or issues
  • Gather important information about risk management needs and financial loss tolerance
  • Evaluate and propose a variety of solutions to effectively manage risks
  • Create and present renewal proposals to existing clients and conduct annual Client Advisory reviews
  • Negotiate with multiple insurance carriers to offer comprehensive coverage options

Requirements

  • 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
  • Bachelor’s degree (preferred)
  • Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
  • Previous experience with 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
risk managementinsurance negotiationclient advisorymarket data analysisproposal creation
Soft skills
client service orientationanticipation of client needsissue resolutionexpectation managementcommunication
Certifications
Property & Casualty LicenseCPCUCICCPRIA