Senior Private Client Advisor
| Company | Marsh & McLennan |
|---|---|
| Location | Atlanta, GA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- 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
Responsibilities
- Dive deep into client exposures and loss experiences to understand their current coverages
- Recommend the right products and services that fit client needs
- Present clients with accurate market data and help them navigate complex risks
- Anticipate client needs and address their questions
- Gather information about risk management needs and financial loss tolerance
- Propose tailored solutions to effectively manage risks
- Create and present proposals to existing clients during renewals
- Conduct annual Client Advisory reviews to keep clients engaged and informed
- Work with multiple insurance carriers to secure comprehensive coverage options
- Ensure compliance with industry laws and regulations
Preferred Qualifications
- Bachelor’s degree
- Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
- Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE