Marsh McLennan

Private Client Advisor

San Francisco, United States · On-site
Salary not published
Posted 4 months ago

From Marsh McLennan's careers page

Status: listed on the employer's own careers page when we last checked (daily). Confirm on their site before applying.

About the role

In this role, you will provide tailored insurance solutions to high net worth clients, ensuring exceptional service and client retention.

What they ask for vs. your profile

Must have

Contract negotiation
Data analysis
Risk management

Your match

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Hi [Name], I just applied for the Private Client Advisor role at Marsh McLennan. My background in [your most relevant experience] lines up well with what the team is looking for. Would you be open to a quick chat, or could you point me to the right person on the team? Thank you!

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Marsh McLennan

Private Client Advisor

San Francisco, United States · On-site
Salary not published
Posted 4 months ago

From Marsh McLennan's careers page

Status: listed on the employer's own careers page when we last checked (daily). Confirm on their site before applying.

About the role

We are looking for a Private Client Advisor to join our team at Marsh McLennan Agency. In this role, you will provide tailored insurance solutions to high net worth clients, ensuring exceptional service and client retention. If you have a passion for client service and insurance expertise, we want to hear from you!

Skills: client service orientation, personal lines insurance, property & casualty license, risk management, client advisory reviews, negotiation skills, market data analysis, high net worth clientele, insurance carrier relationships, cpcu, cic, cpria, client needs assessment

In this role, you will provide tailored insurance solutions to high net worth clients, ensuring exceptional service and client retention.

What they ask for vs. your profile

Must have

Contract negotiation
Data analysis
Risk management

What they ask for vs. your profile

Must have

Contract negotiation
Data analysis
Risk management

Your match

A free account lets you apply, save this job, see how well you match and check your resume against it.

Career roadmap: Financial AdvisorWhat to learn, how to practice and free resources, from beginner to expert.

Reach the hiring team

A short note to a recruiter or the hiring manager after you apply can get your application read sooner.

ATS check

AI ready

Scores your resume against this job the way resume scanners do: the job's hard and soft skills, searchability, recruiter tips and formatting.

Choose a PDF or Word resume

Create a free account to see your score. Your resume stays in this browser until then, and we never store it.

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ATS check

AI ready

Scores your resume against this job the way resume scanners do: the job's hard and soft skills, searchability, recruiter tips and formatting.

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