Senior Private Client Advisor

Marsh McLennan

Senior Private Client Advisor diving into client exposures and needs at Marsh McLennan Agency. Delivering exceptional service and tailored insurance solutions for High-Net-Worth clientele.

Posted 7/10/2026full-timeMinneapolis • Minnesota • 🇺🇸 United StatesSenior💰 $66,000 - $123,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in personal lines insurance, particularly with High-Net-Worth clientele, while providing exceptional client service and navigating complex risks. Proficient in conducting client advisory reviews and making informed product recommendations to enhance client retention.

Highest-signal resume keywords

Personal Lines Insurance ExperienceProperty & Casualty LicenseClient Service OrientationProfessional Designations (CPCU, CIC, CPRIA)Experience with Luxury Carriers

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Advisory ReviewsRisk NavigationMarket Data PresentationProposal DevelopmentClient Retention Strategies

Soft Skills

Expectation ManagementExceptional Service Delivery

Certifications & Qualifications

Property & Casualty LicenseCPCUCICCPRIA

Industry Keywords

High-Net-Worth ClienteleLuxury CarriersAIGChubbPURE

About the role

Key responsibilities & impact

Diving deep into client exposures and loss experiences to understand their current coverages.
Recommend the right products and services that fit their needs perfectly.
Present clients with accurate market data.
Help clients navigate complex risks with informed advice.
Make proposals to existing clients during renewals.
Conduct annual Client Advisory reviews to keep clients engaged and informed.
Measure success by client retention and deliver exceptional service.

Requirements

What you’ll need

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.
Bachelor’s degree (preferred)
Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE

Benefits

Comp & perks

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities