Senior Client Advisor - Small Business Solutions

Senior Private Client Advisor, Commercial Lines

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Private Client Advisor at Marsh McLennan Agency (MMA).

 MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).

A day in the life.

As our Senior Private Client Advisor on theCommercial Lines Business Solutions team, you’ll successfully support a high volume book of business to our clientele and work alongside tenured colleagues to gain experience and skill sets for professional growth:

• Assess clients’ exposures, loss history and current coverages; recommend tailored insurance and risk-management solutions using accurate market data, specialty/PCS options and surplus lines when needed.

• Provide proactive, responsive client service (in person, phone, email), gather risk-tolerance information, obtain quotes, and communicate binding instructions to carriers.

• Manage renewals and conduct annual face-to-face advisory reviews; maintain accurate account records in the Agency Management System, ensure regulatory compliance, and keep policy/binder documentation accurate.

• Drive new business and retention by cultivating relationships and referrals, negotiating with multiple carriers for comprehensive coverage, and escalating service issues to prevent client impact.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• Property & Casualty (P&C) License 

• Strong Commercial Lines Background

• Client facing experience 

• Client service orientation with balance on managing expectations 

• Excellent verbal & written communication skills 

• Ability to maintain confidentiality and professionalism 

• Ability to adhere to policies, practices & procedures 

• Ability to work well in a team environment 

• Strong technical and computer skills (MS Office tools, etc.) 

• Flexibility to travel in the surrounding local area as client and company needs require 

These additional qualifications are a plus, but not required to apply:

• Bachelor’s degree 

• Professional designations a plus, e.g. CPCU, CIC, CPRIA, etc. 

• Previous experience with an Agency Management System such as Epic

• Key relationships with both Admitted & Excess & Surplus markets

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering

• Tuition reimbursement and professional development opportunities

• Hybrid work

• Charitable contribution match programs

• Stock purchase opportunities

To learn more about a career at MMA, check us out online: or flip through our recruiting brochure:

Follow us on social media to meet our colleagues and see what makes us tick:

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Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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