Client advisor Jobs in Charlotte, NC

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 1,000 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: 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 clients 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, CICE, 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 or Remote depending on location (East Coast preferred)
• Charitable contribution match programs
• Stock purchase opportunities

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 $66,000 to $123,100.

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: December 31, 2026