Senior Private Client Advisor
Marsh McLennan
- New York City, NY Madison, WI
- $63,500-120,500 per year
- Permanent
- Full-time
- 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
- 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
- Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
- Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE
- 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