Private Client Advisor

🔥 1 hour ago

🎰 Nevada – Remote

🎰 Nevada – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

✨ Advisor

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Marsh

WebsiteLinkedInAll Job Openings

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

• Diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs • Presenting clients with accurate market data from reliable sources • Providing proactive, day-to-day client service • Gathering important information about risk management needs and financial loss tolerance • Evaluating and proposing a variety of solutions to effectively manage risks • Creating and presenting renewal proposals to existing clients • Conducting engaging annual Client Advisory reviews • Negotiating with multiple insurance carriers to offer comprehensive coverage options

🎯 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