Private Client Advisor

North Palm Beach, FL, USFull-time2026-10-01 → 2026-11-09

Core

Recommend tailored insurance products and services to High Net Worth individuals by analyzing their exposures, loss experiences, and current coverages.

Role type

Private Client Advisor (Insurance)

Builds

Personalized risk management solutions and comprehensive coverage options for High Net Worth clientele.

Domain

Insurance / Private Client Services

Deliverable

client delivery

Required skills

Personal lines insurance experience, Property & Casualty (P&C) licensing, client service orientation, negotiation with insurance carriers, risk evaluation, compliance with industry regulations

Preferred skills

Relationships with luxury carriers (AIG, Chubb, PURE), Bachelor's degree, professional designations (CPCU, CIC, CPRIA)

Responsibilities

Analyze client exposures and loss experiences to recommend best-fit products, present accurate market data, conduct annual Client Advisory reviews, create and present renewal proposals, negotiate with multiple insurance carriers, ensure regulatory compliance

Seniority

Mid-level, individual contributor

About Marsh McLennan

Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X. Marsh is committed to creating a diverse, inclusive and flexible work environment.