Commercial Insurance - Client Advisor

Reposted 21 Hours Ago
Be an Early Applicant
3 Locations
In-Office
76K-121K Annually
Mid level
Fintech • HR Tech • Insurance • Consulting
The Role
As a Client Advisor at Marsh, you'll manage projects and complex accounts, conduct research and data analysis, draft client documents, and maintain relationships, ensuring client satisfaction and identifying growth opportunities.
Summary Generated by Built In
Company:

Description:

We are seeking a talented individual to join our team at Marsh as a Client Advisor.

This role will be based in Urbandale, Iowa, and is a hybrid position requiring a minimum of three days per week in the office.

As a Client Advisor, you will serve as the project manager for large initiatives and complex accounts, ensuring action plans are implemented effectively and service delivery meets or exceeds expectations. You will draft comprehensive client-facing documents such as white papers, strategic approaches, financial analyses, and presentations to support sales opportunities and account growth.

Additionally, you will conduct market and industry research to identify new growth areas and trends and perform data analysis to support proposal development and client presentations. You will address escalated issues promptly, manage expectations, mitigate relationship risks, and provide technical and transactional support for high-priority relationships.

The applicable base salary range for this role is $75,800 to $121,000.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

We will count on you to:

  • Develop and deliver essential project documents that support client engagement and business development.
  • Conduct research and analyze data to identify growth opportunities and support proposal creation.
  • Manage escalated client concerns with sound judgment and timely resolution, escalating major issues as appropriate.
  • Provide technical and transactional support to ensure client satisfaction
  • Cultivate and maintain strong relationships with client professionals.
  • Represent Marsh at industry events to build your professional network and stay connected to market trends.

What you need to have:

  • 3 to 5 years of professional experience in a client management role.
  • Background in the insurance industry, particularly underwriting, brokerage, or Property & Casualty.
  • Bachelor’s degree.
  • Exceptional organizational and project management skills.
  • Strong problem-solving and analytical abilities.
  • Client-focused mindset with experience in client-facing roles.
  • Ability to synthesize complex information and communicate effectively to diverse audiences.

What makes you stand out:

  • Proven track record of client success.
  • Demonstrates confidence and accountability in all interactions.

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

  • 3 to 5 years of professional experience in a client management role
  • Bachelor's degree
  • Exceptional organizational and project management skills
  • Strong problem-solving and analytical abilities
  • Client-focused mindset with experience in client-facing roles
  • Ability to synthesize complex information and communicate effectively to diverse audiences

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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