FINPRO Senior Client Advisor

Reposted 4 Days Ago
Be an Early Applicant
3 Locations
In-Office
115K-280K Annually
Senior level
Fintech • HR Tech • Insurance • Consulting
The Role
The FINPRO Senior Client Advisor leads advisory efforts on complex insurance accounts, develops relationships with clients, and collaborates on risk management strategies. Responsibilities include presenting risk issues, negotiating with carriers, and ensuring client satisfaction through quality service.
Summary Generated by Built In
Company:Marsh

Description:

We are seeking a talented individual to join our FINPRO Advisory team at Marsh Risk. This role will be based in Vancouver or Toronto. This is a hybrid role that has a requirement of working at least three days a week in the office.

We will count on you to:

  • Act as lead advisory colleague on large, complex books of business.

  • Develop an understanding of the clients’ business strategic priorities, risk strategies and risk management needs and provides advice accordingly to successfully serve clients.

  • Utilize risk expertise and knowledge of industry and insurance market place to review clients’ exposures and loss experience and develop solutions for standard client needs.

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

  • Lead presentations to prospective clients and develop/suggest innovative solutions to client and client team members to gain new clients and projects.

  • Partner with Placement to receive, negotiate and evaluate quotes from carriers to deliver the best options to clients.

  • Build and maintain relationships with clients , and is the primary point of contact for day-to-day service needs.

  • Maintain quality in all areas of client deliverables, including monitoring delivery and invoicing to ensure client is satisfied.

  • Keep abreast of changing market conditions and contributes to the firm’s body of knowledge within product line through active internal communication.

 What you need to have: 

  • 15 + years experience in the Insurance Industry

  • Experience working with, and managing, large, complex, multinational accounts

  • Strong analytical and technical skills

  • Service expertise, sales capabilities, with a focus on client retention retaining and converting clients

What makes you stand out:

  • An in-depth knowledge of changing market conditions to contribute to the firm’s body of knowledge within FINPRO or related industry

  • Ability to present, and advise on, complex risk issues at the Executive level

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, or any other characteristic protected by applicable law. In accordance with applicable legislation, Marsh will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact [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.

The applicable base salary range for this role is $114,900 to $279,500.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. 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, retirement programs as well as employee assistance programs.

Skills Required

  • 15 + years experience in the Insurance Industry
  • Experience working with managing large, complex, multinational accounts
  • Strong analytical and technical skills
  • Service expertise, sales capabilities, focus on client retention and conversion

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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