Senior Client Advisor

As our Senior Client Advisor on the Private Client Services team, you will be diving deep into client exposures and loss experiences to understand their current coverages. Your goal is to recommend the right products and services that fit their needs perfectly. You will be presenting clients with accurate market data, helping them navigate complex risks with informed advice. Proactive service is key here. You will anticipate client needs and address their questions whether in person, over the phone, or via email. Gathering information about their risk management needs and financial loss tolerance will allow you to propose tailored solutions that effectively manage their risks. When it comes to renewals, you create and present proposals to existing clients and conduct annual Client Advisory reviews to keep them engaged and informed. Your success will be measured by client retention, so delivering exceptional service is crucial. Plus, you will be looking to grow the business through referrals and expanding client programs. Negotiation skills will come into play as you work with multiple insurance carriers to secure comprehensive coverage options for your clients,



all while ensuring compliance with industry laws and regulations.

Our future colleague.

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

- 3 plus years personal lines insurance experience with High-Net-Worth clientele
- P&C; License
- Client service orientation with balance on managing expectations.
- Ability to travel for client and company meetings as needed

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

- Bachelor degree
- Skilled designations a plus, e.g., CPCU, CIC, CPRIA, etc.
- Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE

We know there are excellent candidates who might not check all of these boxes. Do not be shy. If you are close, we would be very interested in meeting you.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Senior Client Advisor - Small Business Solutions (Chennai)
🏢 Marsh Mclennan
📍 Chennai