Senior Private Client Advisor

We are looking for a Senior Private Client Advisor to join our team at MMA. In this role, you will provide tailored insurance solutions to high-net-worth clients, ensuring exceptional service and client retention. If you have a passion for client service and a strong background in personal lines insurance, we want to hear from you!

Skills

• personal lines insurance
• property & casualty license
• high-net-worth clientele
• client service orientation
• negotiation skills
• risk management
• market data analysis
• insurance compliance
• client advisory reviews
• proposal creation
• professional designations
• travel for meetings