Senior Private Client Advisor

2 weeks ago


Houston, Texas, United States Marsh & McLennan Companies Full time
About the Role

We are seeking a highly skilled Senior Private Client Advisor to join our Private Client Services team. As a key member of our team, you will be responsible for delivering exceptional client service and developing new business opportunities.

Key Responsibilities
  • Review client exposures, loss experience, and current coverages to recommend appropriate products and services.
  • Present clients with accurate market data to advise and counsel on complex risks.
  • Provide proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues.
  • Gather information from clients related to risk management needs, financial loss tolerance, and evaluate and propose solutions to manage client risk.
  • Create and present renewal proposals to existing clients and conduct 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.
  • Negotiate 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.
Requirements
  • 5 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.
What We Offer
  • 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.
About Us

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).

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 fulfillment outside of work.



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