Marsh · 1 day ago
Client Advisor
Boston, MA
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $257K/yr
5+ years expMarsh is a global leader in risk, strategy, and people, advising clients in 130 countries. The Client Advisor role involves managing complex client accounts, understanding their risk management needs, and developing innovative solutions to meet those needs.
ConsultingInsuranceRisk Management
Responsibilities
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
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
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
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
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
Qualification
Required
5+ years industry experience
Management Liability experience a must
PEMA experience a plus
P&C license a must, or ability to obtain
Preferred
Broker experience preferred
Bachelor's degree preferred
Benefits
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs
Company
Marsh
Marsh provides insurance brokering and risk management services for enterprises.
10001+ employees
H1B Sponsorship
Marsh has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (26)
2024 (30)
2023 (39)
2022 (70)
2021 (34)
2020 (38)
Funding
Current Stage
Late StageTotal Funding
$0.21M2022-07-01Series Unknown· $0.21M
Leadership Team
Michelle A. Sartain
President and CEO
L
Levee Brooks
Chief Operating Officer, North America
Recent News
Insurance News in the United States
2025-12-13
2025-12-06
Company data provided by crunchbase