Client Advisor

Posted Yesterday
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North Tryon, St. David's Parish, PE, CAN
In-Office
Senior level
Professional Services • Consulting
The Role
Advises multinational insurance clients on risk strategies, renewal and placement solutions, policy management, carrier quotes, coverage changes, and RFP presentations. The role supports senior advisors, develops client and market relationships, researches insurance products, coordinates with underwriters, and contributes to client retention and business growth. It is hybrid, requiring three days per week in the Charlotte office.
Summary Generated by Built In
Company:Marsh

Description:

Marsh is seeking candidates for our open Client Advisor position based in our Charlotte office. This is a hybrid role that requires in the office 3x per week.

What can you expect:

  • Becoming a member of Marsh's Multinational team who delivers expert broking & strategy solutions to help manage risk with confidence.

  • In this 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.

  • Helps identify the need for new products and develops innovative solutions for clients.

  • Completes policy management activities and delivery of reviewed policy to client and helps address client inquiries as necessary.

  • Delivers technical expertise in the delivery and presentation of RFP’s

What's in it for you?

  • 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.

We will count on you to:

  • Acts as an advisory colleague on smaller, less complex books of business.

  • Develops renewal/placement strategies in conjunction with the Placement, Advisory Leader and Client Executive and executes in accordance with client instructions.

  • Analyzes quotes from carriers and provides analysis to more senior Advisory colleagues and/or clients to assist with developing solutions and renewals.

  • Supports more senior Advisory colleagues to reach business goals and RFP’s through research and document preparation to support and assist the design, development, and marketing of new insurance and risk products.

  • Manages follow-up on coverage changes with underwriters to ensure the coverage specifications are correct.

  • Builds and maintains client and market contact at appropriate levels to execute effectively on client’s program.

  • Contributes to the firm’s body of knowledge through active internal communication to keep abreast of changing risk and insurance market conditions.

  • Contributes to client retention through effective risk solutions and excellence in service.

What you need to have:

  • 5+ years Industry experience; 3+ years Multinational experience

  • 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.

Marsh (NYSE: MRSH) is 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, 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

  • 5+ years of industry experience
  • 3+ years of multinational experience
  • P&C insurance license, or ability to obtain one
  • Bachelor's degree
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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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