Private Client Advisor

🕒 July 30

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Marsh

10,000+ employees

🛡️ Insurance

💼 Consulting

💸 Finance

Insurance • Consulting • Finance

Marsh is a global professional services firm and leading insurance broker and risk advisor that is part of the Marsh McLennan group. Marsh provides insurance broking and risk management, reinsurance and capital strategy services, and brings together capabilities across people and investments and management consulting to serve corporate and institutional clients worldwide. The company emphasizes technology and analytics (including AI) to deliver insights and solutions that help clients manage risk and optimize capital.

📋 Description

• Dive into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs. • Present clients with accurate market data from reliable sources, helping them navigate complex risks with confidence. • Provide proactive, day-to-day client service by anticipating clients needs and addressing questions or issues in person, over the phone, or via email. • Gather important information about clients' risk management needs and financial loss tolerance, then evaluate and propose a variety of solutions to manage their risks effectively. • Create and present renewal proposals to existing clients and conduct engaging annual Client Advisory reviews. • Negotiate with multiple insurance carriers to offer comprehensive coverage options while ensuring compliance with industry laws and regulations.

🎯 Requirements

• 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

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

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