Senior Private Client Advisor

About the role

Marsh McLennan Agency (MMA) is hiring a Senior Private Client Advisor for its Private Client Services team in San Antonio. The advisor works with high-net-worth clients, reviewing their exposures and loss experience to recommend suitable insurance products and services, and building long-term relationships through proactive, personalized service.

Key responsibilities

• Analyze client exposures and loss experience to understand their current coverages and recommend the right products and services.
• Present accurate market data and help clients navigate complex risks with informed advice.
• Anticipate client needs and answer questions in person, by phone or by email, gathering information on risk management needs and financial loss tolerance.
• Create and present renewal proposals to existing clients and run annual Client Advisory reviews.
• Grow the business through referrals and expanding client programs.
• Negotiate with multiple insurance carriers to secure comprehensive coverage while complying with industry laws and regulations.

Required profile

• 3+ years of personal lines insurance experience with high-net-worth clientele.
• Property & Casualty (P&C) license.
• Client service orientation with a balanced approach to managing expectations.
• Willingness to travel for client and company meetings as needed.

Additional qualifications (not required)

• Bachelor's degree.
• Professional designations such as CPCU, CIC, CPRIA.
• Experience with luxury carriers such as AIG, Chubb and PURE.

What we offer

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