Marsh is looking for an Client Advisor in our FINPRO practice. This position will be based in Dallas, TX. This is a hybrid role that has a requirement of working at least three days a week in the office.
What can you expect:
Becoming a member of Marsh's best in class FINPRO 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.
Builds and maintains relationships with underwriters, and is involved in the placement of sophisticated insurance programs
Helps identify the need for new products and develops innovative solutions for clients.
Builds and maintains relationships with clients, and is the primary point of contact for day-to-day service needs.
Completes policy management activities and delivery of reviewed policy to client and helps address client inquiries as necessary.
Delivers technical expertise and taking the lead role in presentations 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:
Independently oversees and manages large or complex accounts and brings the entire team together to formulate the procedure and go to market strategy.
Works to maintain a near complete understanding of the clients’ business strategic priorities, risk strategies and risk management needs to provide advice accordingly to successfully serve clients. 1
Utilizes expert risk expertise and knowledge of industry and insurance market place to review clients’ exposures and loss experience and develop solutions for complex clients’ needs, including recommending additional products and services as solutions. True
Develops, presents, and oversees the execution of renewal/placement strategies in conjunction with Placement, Advisory Leaders and Client Executives across all zones where product, industry or account criteria dictate.
Presents to prospective clients, identifies the need for new products, develops/suggests innovative solutions to client and client team members to gain new clients and projects.
Builds and maintains relationships with clients, and ensures that their complex risk management needs are appropriately met.
Oversees the production of client deliverables and delivering the final placement to the client to ensure the quality of materials delivered to clients.
Engages in independent senior-level client interaction and demonstrates expertise in problem solving, areas of coverage and client relationships.
Serves as a thought leader within the Company and maintains an in depth knowledge of changing risk and insurance market conditions.
What you need to have:
10+ years industry experience; A&E experience preferred
Financial and Professional liability experience a must
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.
Having an interest in how you fit in with achieving the practice’s goals and an interest in how to meet those goals.