Client Advisor

Posted 2 Months Ago
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Victory, NY, USA
In-Office
Senior level
Fintech • HR Tech • Insurance • Consulting
The Role
Advise multinational clients on commercial property insurance strategies, claims management, risk engineering, and placement. Lead moderately complex accounts, support business development, coordinate deliverables and invoicing, and collaborate with brokers and placement teams. Provide technical guidance for high-hazard occupancies and assist clients through claims processes.
Summary Generated by Built In
Company:Marsh

Description:

Marsh USA LLC is seeking candidates for the following full-time position based in the Dallas, TX office (A hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.):

                                                Client Advisor

We will count on you to:

Consult with clients on their insurance service requirements, needs, and carriers, providing advice on emerging Marsh broking products and market conditions that impact insurance coverage. Serve as a subject matter expert, leading large-scale projects, coaching team members, and solving complex problems. Serve as the lead advisory colleague on medium-sized or moderately complex accounts. Collaborate with senior brokers and internal teams to meet client insurance needs and market demands, assisting senior brokers with complex client assignments. Cultivate a deep understanding of clients’ strategic business priorities, risk strategies, and risk management needs to provide bespoke advice. Review clients’ exposures and loss experience to develop solutions for moderately complex insurance needs, including recommending additional products and services. Coordinate the production of client deliverables, monitoring delivery and invoicing to ensure the quality of materials provided to the client. Present, develop, and execute bespoke insurance renewal and placement strategies in collaboration with Placement, Advisory Leaders, and Client Executives. Build and maintain relationships with clients and act as the primary point of contact to service more complex insurance needs, including participating in presentations to prospective clients, identifying need for new products, and developing and suggesting innovative solutions to clients and client teams to secure new clients and projects.

What you need to have: 

Must have a Bachelor’s degree or foreign equivalent in Business Administration, Finance, Engineering, or related field plus five (5) years of experience in the multinational commercial property insurance space in the position offered, or a related position. Must have five (5) years of experience with all of the following:  Working in the field of claims or in a role that assists/consults clients in navigating property claims; Advising clients on the development and execution of comprehensive property insurance strategies for Fortune 500 companies and multinational risk portfolios; Providing technical and commercial guidance on property insurance terms, conditions, limits, risk engineering recommendations, and pricing negotiations for high-hazard or challenging occupancies; Supporting business development efforts by providing technical expertise and insurance strategy input for prospective clients; Advising clients on prioritizing and implementing risk engineering recommendations issued by insurers to optimize insurance program structure, reduce premiums, and secure favorable renewal terms; Assisting and guiding clients through the property insurance claims process, including claim presentation, documentation strategy, and ongoing coordination with insurers to ensure timely payment; Providing claims support for commercial insurance programs, including programs involving captive insurance structures. 10% domestic and international travel is required to various and unanticipated company and client sites.

 #LI-DNI

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 creating 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, or any other characteristic protected by applicable law.

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 or foreign equivalent in Business Administration, Finance, Engineering, or related field
  • Five (5) years of experience in the multinational commercial property insurance space in the position offered or a related position
  • Five (5) years experience working in the field of claims or in a role that assists/consults clients in navigating property claims
  • Five (5) years experience advising clients on development and execution of comprehensive property insurance strategies for Fortune 500 companies and multinational risk portfolios
  • Five (5) years experience providing technical and commercial guidance on property insurance terms, conditions, limits, risk engineering recommendations, and pricing negotiations for high-hazard or challenging occupancies
  • Five (5) years experience supporting business development by providing technical expertise and insurance strategy input for prospective clients
  • Five (5) years experience advising clients on prioritizing and implementing risk engineering recommendations to optimize insurance program structure and secure favorable renewal terms
  • Five (5) years experience assisting and guiding clients through the property insurance claims process, including claim presentation, documentation strategy, and coordination with insurers to ensure timely payment
  • Five (5) years experience providing claims support for commercial insurance programs, including programs involving captive insurance structures

Marsh McLennan Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.

  • Leave & Time Off Breadth — Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
  • Healthcare Strength — Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
  • Retirement Support — Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.

Marsh McLennan Insights

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The Company
HQ: New York, NY
78,000 Employees
Year Founded: 1871

What We Do

Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.

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