Private Client Advisor

3 days ago


Austin, United States Marsh LLC Full time

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 10,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Private Client Advisor at Marsh McLennan Agency Private Client Services National team. This is a hybrid role.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). 

A day in the life -

As our Private Client Advisor on the Private Client Services team, you’ll successfully support a high-volume book of business to our Private Client clientele and work alongside tenured colleagues to gain experience and skill sets for professional growth:

  • Reviews client exposures, loss experience and current coverages and recommends appropriate products and services. 

  • Presents clients with accurate market data from appropriate resources to advice and counsel on complex risks. 

  • Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, over the phone or via email. 

  • Gathers information from client related to risk management needs, financial loss tolerance and evaluate and propose a variety of solutions to manage client’s risk. 

  • Creates and presents renewal proposals to existing clients and conducts annual interactive Client Advisory reviews.

  • Accountable for client retention through delivery of exceptional client service and new business development through referrals and expanded client programs.

  • Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients and prospects, while conforming to all laws, regulations and requirements governing the insurance industry 

Our future colleague. 

We’d love to meet you if your professional track record includes these skills: 

  • 3 + 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

These additional qualifications are a plus, but not required to apply:

  • Bachelor’s degree 

  • Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc. 

  • Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE  

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits. 

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.  

Some benefits included in this role are: 

  • Generous time off, including personal and volunteering 

  • Tuition reimbursement and professional development opportunities 

  • Hybrid and flexible work 

  • Charitable contribution match programs 

  • Stock purchase opportunities 

  • Inclusive Culture

  • Competitive compensation     

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

  • https://www.instagram.com/lifeatmma/

  • https://www.facebook.com/LifeatMMA

  • https://www.linkedin.com/company/marsh-mclennan-agency/

Who you are is who we are.  

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and

ambition who are interested in joining our client-focused teams. 

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. 

#MMAPCSN

#LI-hybrid



  • Austin, Texas, United States Marsh LLC Full time

    Job DescriptionThis role requires a Private Client Advisor to support a high-volume book of business for our Private Client clientele.The successful candidate will work alongside tenured colleagues to gain experience and skill sets for professional growth.


  • Austin, United States Advisor Employee Services Full time

    Client Service AdministratorAre you looking for an opportunity to utilize superior client service skills and work one-on-one with client's daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!Our fast-paced financial firm, REAP Financial Group,...


  • Austin, United States Advisor Employee Services Full time

    Client Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client's daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our fast-paced financial firm, REAP Financial Group,...


  • austin, United States Waverly Advisors, LLC Full time

    Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting...


  • Austin, United States Zimmermann Full time

    This iconic Australian brand has stayed true to its original vision: sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their namesake brand in Sydney in 1991.Early in its evolution, ZIMMERMANN took the bold step of fusing fashion with swimwear and presented it to the world. It...


  • Austin, Texas, United States Empower Retirement Full time

    Earn a rewarding career as a Client Relations Advisor at Empower Retirement! In this role, you will build lasting relationships with our clients, providing expert guidance and support to help them achieve their financial goals.About the Job:Develop and maintain strong relationships with clients through regular communication and proactive issue...


  • Austin, United States World Insurance Associates, LLC. Full time

    Job DescriptionJob DescriptionWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011,...

  • Surety Bonds Sales

    1 week ago


    Austin, United States World Insurance Associates LLC Full time

    World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the...

  • Surety Bonds Sales

    1 week ago


    Austin, United States World Insurance Associates LLC Full time

    World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the...

  • Surety Bonds Sales

    1 day ago


    Austin, United States World Insurance Associates, LLC. Full time

    Job DescriptionJob DescriptionWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011,...


  • Austin, Texas, United States Watkins Insurance Group Full time

    About the Role:We are seeking a seasoned insurance professional to join our team as a Private Client Insurance Specialist. As a key member of our high-net-worth personal lines team, you will be responsible for managing a portfolio of private client accounts, ensuring exceptional customer service and revenue growth.This role requires a unique blend of skills,...


  • Austin, United States Waverly Advisors LLC Full time

    Waverly Advisors primary goal is to serve our clients, one another, and our communities. We arent your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our...


  • Austin, United States Waverly Advisors, LLC Full time

    Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting...


  • Austin, United States Waverly Advisors, LLC Full time

    Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting...


  • Austin, United States Tiffany & Co. Full time

    Overview:We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to Live our brand ethics of optimism, love, inclusivity, and creativity.For us, it is a dream to be associated with a company that is...

  • Financial Advisor

    6 hours ago


    Austin, United States Edward Jones Full time

    Financial Advisor - Paid Training Provided at Edward Jones summary: As a Financial Advisor at Edward Jones, you will guide clients in achieving their long-term financial goals such as retirement and wealth building through personalized strategies. With paid training and a supportive network, you will develop your own practice while building lasting...

  • Financial Advisor

    4 days ago


    Austin, United States Edward Jones Full time

    Financial Advisor - Paid Training Provided at Edward Jones summary: As a Financial Advisor with Edward Jones, you will partner with clients to help them achieve their long-term financial goals through personalized strategies and comprehensive training. You'll build strong relationships, understand client needs, and lead your branch team while benefiting...


  • Austin, United States REAP Financial Full time

    Client Service Specialist REAP Financial Group is a boutique investment advisory firm that specializes in Retirement Planning.Our mission statement is to “Empower families to reimagine what matters most”.Our home office is located in Northwest Austin.The purpose of this position is to ensure smooth day-to-day operations of the practice while providing...


  • Austin, Texas, United States Group 1 Automotive, Inc. Full time

    Overview:We are seeking a Quality Automotive Service Advisor to join our team at Maxwell Ford, a part of the fast-growing Group 1 Automotive.The ideal candidate will be passionate about customer service and enjoy interacting with people throughout the working day.


  • Austin, United States REAP Financial Full time

    Client Service Specialist REAP Financial Group is a boutique investment advisory firm that specializes in Retirement Planning. Our mission statement is to Empower families to reimagine what matters most. Our home office is located in Northwest Austin. The purpose of this position is to ensure smooth day-to-day operations of the practice while providing...