Private Client Advisor

Marsh

Private Client Advisor diving into client exposures and recommending tailored personal insurance solutions at MMA. Delivering exceptional service and driving client retention through effective risk management strategies.

Posted 7/30/2026full-timeRemote • Nevada • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in personal lines insurance, particularly for High Net Worth clientele, with a strong focus on client service, risk management, and effective communication. Proficient in evaluating coverage options and negotiating with insurance carriers to meet client needs.

Highest-signal resume keywords

Personal Lines Insurance ExperienceProperty & Casualty (P&C) LicenseClient Service OrientationRisk Management EvaluationNegotiation with Insurance Carriers

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Risk ManagementInsurance Coverage EvaluationProposal CreationMarket Data AnalysisClient Advisory Reviews

Soft Skills

Client Relationship ManagementExpectation ManagementEffective Communication

Certifications & Qualifications

Property & Casualty (P&C) License

Industry Keywords

High Net Worth ClienteleInsurance CarriersComprehensive Coverage OptionsClient ServiceLoss Experience

About the role

Key responsibilities & impact

Diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs
Presenting clients with accurate market data from reliable sources
Providing proactive, day-to-day client service
Gathering important information about risk management needs and financial loss tolerance
Evaluating and proposing a variety of solutions to effectively manage risks
Creating and presenting renewal proposals to existing clients
Conducting engaging annual Client Advisory reviews
Negotiating with multiple insurance carriers to offer comprehensive coverage options

Requirements

What you’ll need

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

Benefits

Comp & perks

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