Private Client Advisor

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🕒 June 16

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Marsh McLennan

10,000+ employees

Founded 1871

💸 Finance

Finance • Consulting • Insurance

Marsh McLennan is a leading professional services firm that operates in the areas of risk, strategy, and people. With over 85,000 employees worldwide, the company encompasses four main businesses: Marsh, offering insurance broking and risk management; Guy Carpenter, providing reinsurance and capital strategies; Mercer, specializing in health, wealth, and career consulting; and Oliver Wyman, focusing on strategy, economic, and brand consulting. Marsh McLennan is committed to fostering an inclusive culture, empowering its employees, and delivering innovative solutions to clients globally.

📋 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 clients’ 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 • Bachelor’s degree (preferred) • Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.

🏖️ 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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