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Senior Private Client Advisor

2 months ago

Atlanta, Georgia, United States Marsh & McLennan Companies Full time
About the Role

We are seeking a highly skilled and experienced Senior Private Client Advisor to join our team at Marsh McLennan Agency. As a key member of our Private Client Services team, you will be responsible for managing a book of business and providing exceptional client service to our high net worth clients.

Key Responsibilities
  • Manage a portfolio of high net worth clients and provide personalized service to meet their complex insurance needs.
  • Conduct annual reviews and provide recommendations for insurance products and services to clients.
  • Negotiate with insurance carriers to secure comprehensive coverage options for clients.
  • Develop and maintain strong relationships with clients to ensure retention and growth of business.
  • Stay up-to-date on industry trends and developments to provide expert advice to clients.
Requirements
  • 5 years of experience in personal lines insurance with a focus on high net worth clients.
  • Property & Casualty (P&C) License.
  • Excellent client service skills with a focus on managing client expectations.
  • Ability to travel for client and company meetings as needed.
What We Offer
  • Competitive compensation and benefits package.
  • Opportunities for professional development and growth.
  • Collaborative and dynamic work environment.
  • Recognition and rewards for outstanding performance.
About Us

Marsh McLennan Agency is a leading provider of insurance and risk management solutions to businesses and individuals. We are committed to delivering exceptional client service and building long-term relationships with our clients. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.