Associate Client Advisor

Reposted Yesterday
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4 Locations
In-Office
68K-145K Annually
Senior level
Professional Services • Consulting
The Role
Serve as a trusted advisor for transportation clients, managing end-to-end insurance programs, driving retention and growth, coordinating cross-functional teams, and delivering strategic, metrics-driven risk and program solutions.
Summary Generated by Built In
Company:Marsh

Description:

Marsh is seeking an Associate Client Advisor to support complex, high-priority accounts and help drive client satisfaction, retention, and growth. This established, independent individual contributor role has a direct impact on team outcomes and plays a key part in account execution, client service, and business development support. 

The successful candidate will work closely with account teams and client counterparts to align client needs with Marsh’s   capabilities and resources. This includes coordinating initiatives, preparing client-facing materials, conducting research and analysis, supporting proposal development, and helping expand the mix of Marsh products and services held by the client. 

This position requires strong project management skills, sound judgment, clear communication, and the ability to work independently in a fast-paced, client-focused environment. The ideal candidate is adaptable, detail-oriented, and comfortable supporting multiple priorities and shifting needs. 

This is a hybrid role that requires working in the office for three days per week. 

 We will count on you to:  

  • Serve as the project manager for the account team on large initiatives and complex accounts. 

  • Implement action plans, monitor progress, and help ensure service delivery meets or exceeds client expectations. 

  • Draft client-facing materials, including white papers, presentations, approaches, and quantitative financial analyses, to support account strategy and sales opportunities. 

  • Conduct research on markets, industries, and growth areas to identify trends, opportunities, and resources for expansion. 

  • Conduct and refine data analyses to support proposal development and client presentations. 

  • Address escalated issues and concerns in a timely and effective manner, help manage expectations, and mitigate relationship risks. 

  • Provide technical and transactional support for complex or high-priority relationships as needed to support client satisfaction and internal alignment. 

  • Develop strong relationships with professional counterparts at client organizations. 

  • Support account teams with strategic initiatives, changing priorities, and other high-value work as needed. 

  • Apply a systems-thinking approach to understand how client needs, operational processes, service delivery, and internal resources connect across the broader account environment. 

 

What you need to have 

  • Bachelor’s degree required. 

  • 3+ years of experience in client relationship management, account management, consulting, brokerage, insurance, or a related professional services environment. 

  • Strong project management and coordination skills. 

  • Strong analytical skills with the ability to conduct research and refine data into clear, useful insights. 

  • Excellent communication, presentation, and interpersonal skills, with the ability to build credibility with clients and internal partners. 

  • Ability to manage multiple priorities, work independently, and collaborate across teams. 

  • Strong problem-solving skills and sound judgment. 

  • Demonstrated ability to build trusted working relationships and support complex account activity. 

  • Customer-centric mindset with a strong commitment to service excellence. 

  • Flexible and adaptable, with the ability to respond quickly to changing scope and priorities. 

 

Why join our team: 

  • We help you be your best through professional development opportunities, interesting work and supportive leaders. 

  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. 

  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected].

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Skills Required

  • Bachelor's degree
  • Insurance industry experience (underwriting, brokerage, commercial lines, product management, or client management)
  • 5+ years managing client relationships, preferably in transportation or commercial insurance
  • Strong project management and program execution skills
  • Strong communication, presentation, and interpersonal skills with ability to influence stakeholders
  • Strong analytical, problem-solving, and critical thinking skills
  • Ability to work independently, manage multiple priorities, and adapt to changing scope
  • Customer-centric mindset
  • Systems-thinking mindset to connect operations, technology, and service delivery into solutions
  • Ability to support strategic initiatives with minimal supervision and strong accountability
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The Company
HQ: New York, New York
9,026 Employees

What We Do

Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 7,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC].

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