Sr. Client Advisor
We are seeking a talented individual to join our Professional Services team at Marsh. This role will be based in New York City or Chicago. This is a hybrid role that has a requirement of working at least three days a week in the office.
What Can You Expect
Becoming a member of Marsh's best in class FINPRO team who delivers expert broking & strategy solutions to help manage risk with confidence.
In this Sr. Client Advisor role, you will develop an understanding of the clients' business strategic priorities, risk strategies and risk management needs to help provide knowledge and advice to complex clients.
Build and maintain relationships with underwriters, and is involved in the placement of sophisticated insurance programs.
Help identify the need for new products and develop innovative solutions for clients.
Build and maintain relationships with clients, and is the primary point of contact for day-to-day service needs.
Complete policy management activities and delivery of reviewed policies to clients and help address client inquiries as necessary.
Deliver technical expertise and take the lead role in presentations and RFP's
We Will Count On You To
Independently oversee and manage large or complex accounts and bring the entire team together to formulate the procedure and go to market strategy.
Works to maintain a near complete understanding of the clients' business strategic priorities, risk strategies and risk management needs to provide advice accordingly to successfully serve clients.
Utilizes expert risk expertise and knowledge of industry and insurance market place to review clients' exposures and loss experience and develop solutions for complex clients' needs, including recommending additional products and services as solutions.
Present to prospective clients, identify the need for new products, develop / suggest innovative solutions to client and client team members to gain new clients and projects.
Oversees the production of client deliverables and delivering the final placement to the client to ensure the quality of materials delivered to clients.
Engage in independent senior-level client interaction and demonstrates expertise in problem solving, areas of coverage and client relationships.
Develop strong working relations with carriers and or underwriters. Submit coverage specifications and obtain quotes from carriers, ensure that coverage is bound and be responsible for the accuracy of bound programs. Receive and analyze quotes from carriers and provide analysis and recommendations.
What You Need To Have
10+ years industry experience
Financial and Professional liability experience a must
P&C license a must, or ability to obtain
Bachelors' degree preferred
What Makes You Stand Out?
Ability to build strong relationships and build rapport with internal colleagues, clients and carriers.
Self-starter, resourcefulness with the ability to bring solutions and ideas to the firm.
Being able to be part of a collaborative team and feel that you can make an immediate impact.
Having an interest in how you fit in with achieving the practice's goals and an interest in how to meet those goals.
Why Join Our Team?
Gain exposure to key stakeholders and have the ability to make strong business connections.
An opportunity for long term growth within a dynamic and growing business unit.
Ability to make an immediate impact to support our book of business and growth of the organization.
Exceptional benefits, great time off and additional perks that come with working at Marsh.
Client Advisor • New York, NY, US