Senior Private Client Advisor

Marsh McLennan

. Analyze client exposures and loss experiences to understand current coverages .

Posted 11/9/2026full-timeUnited StatesSenior💰 $66,000 - $123,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in analyzing client exposures and loss experiences to recommend tailored risk management solutions, ensuring compliance with industry regulations while driving client retention through exceptional service.

Highest-signal resume keywords

Personal Lines Insurance ExperienceProperty & Casualty (P&C) LicenseClient Service OrientationRisk Management SolutionsNegotiation with Insurance Carriers

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Risk AnalysisMarket Data PresentationClient Advisory ReviewsRenewal Proposal CreationLoss Tolerance Assessment

Soft Skills

Exceptional Client ServiceExpectation ManagementEffective Communication

Certifications & Qualifications

CPCUCICCPRIA

Industry Keywords

High-Net-Worth ClienteleLuxury CarriersInsurance ComplianceClient RetentionInsurance Products

About the role

Key responsibilities & impact

Analyze client exposures and loss experiences to understand current coverages
Recommend products and services tailored to client needs
Present accurate market data and advise clients on complex risks
Anticipate and address client questions in person, by phone, and by email
Gather risk management needs and financial loss tolerance information
Propose tailored risk management solutions
Create and present renewal proposals to existing clients
Conduct annual Client Advisory reviews
Drive client retention through exceptional service
Grow the business through referrals and expanded client programs
Negotiate with multiple insurance carriers to secure comprehensive coverage
Ensure compliance with industry laws and regulations

Requirements

What you’ll need

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 is a plus, but not required
Professional designations such as CPCU, CIC, or CPRIA are a plus, but not required
Previous relationships with luxury carriers such as AIG, Chubb, or PURE are a plus, but not required

Benefits

Comp & perks

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
Health and welfare benefits
401K savings and other retirement programs
Employee assistance programs
Performance-based incentives may be available