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Private Client Advisor

$52.6k - $98k

Marsh & McLennan

Yacht Senior Private Client Advisor

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 1,100 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: MMC).

A Day in the Life

As our Private Client Advisor on the Yacht team, you will support a high-volume book of business for our Private Pleasure Yachts Clients. You'll provide proactive day-to-day service by anticipating and evaluating client needs and responding to client questions in person, over the phone, or via email. You'll gather information related to the client needs and propose a variety of solutions to manage the client's risk. You will need to negotiate with multiple insurance carriers to provide comprehensive coverage options while conforming to all laws and regulations. You will be responsible for new business development of your assigned book of business through referrals and expanding existing client programs. You will use an agency management system to maintain all pertinent account information accurately and in a timely manner.

Our Future Colleague

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

  • Insurance experience with high net worth clientele
  • Property and Casualty (P&C) license
  • Client facing experience with strong professionalism skills including confidentiality, professional written and verbal communication, team player attitude, and a sense of urgency
  • Some travel required

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

  • 2+ years of yacht or marine insurance experience
  • College degree
  • Professional designations are a plus, e.g. CPCI, CI C, CPRIA
  • Relationship with carriers
  • Experience using an agency management system
  • 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 fulfillment 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:

      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.

      The applicable base salary range for this role is $52,600 to $98,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Applications will be accepted until: August 31, 2026.

Vacancy posted 5 days ago
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