Senior Client Advisor - Small Business Solutions

Senior Private Client Advisor, Commercial Lines As a member of the Commercial Lines Business Solutions team, you will support a high-volume book of business, providing personalized service to clients and collaborating with seasoned colleagues to enhance your professional skill set. A day in the life Assess clients’ exposures, loss history, and current coverages; recommend tailored insurance and risk‑management solutions using market data, specialty or 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 Property & Casualty (P&C) license Strong Commercial Lines background Client‑facing experience Client‑service orientation balanced with managing expectations Excellent verbal and written communication skills Ability to maintain confidentiality and professionalism Ability to adhere to policies, practices & procedures Team‑oriented work style Strong technical and computer skills (MS Office tools, etc.) Flexibility to travel in the surrounding local area as client and company needs require Additional qualifications (a plus, but not required) 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 Valuable Benefits Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #J-18808-Ljbffr Marsh McLennan Agency