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Marsh McLennan · 18 hours ago

Senior Client Advisor- Financial and Professional (FINPRO) Practice

Houston - Dallas

Full-time

Hybrid

Senior Level

5+ years exp

Marsh is a leading global insurance broker and risk advisor, and they are seeking a Senior Client Advisor to support their Commercial Property & Casualty clients. The role involves managing complex accounts, providing strategic risk management advice, and developing innovative solutions to meet clients' needs.

Financial ServicesProfessional ServicesService Industry

Responsibilities

Provide support to help clients coordinate solutions, manage accounts, obtain advice and administer plans

Ensure customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs

Resolve and oversee customer issues surrounding consulting, information, and software services, solutions and products

Develop an understanding of the clients' business strategic priorities, risk strategies and risk management needs to help provide knowledge and advice to complex clients

Identify the need for new products and develop innovative solutions for clients

Complete policy management activities and delivery of reviewed policy to client and help address client inquiries as necessary

Deliver technical expertise in the delivery and presentation of RFP’s

Independently oversee and manage large or complex accounts and bring the entire team together to formulate the procedure and go to market strategy

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

Utilize 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

Develop, present, and oversee 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

Present to prospective clients, identify the need for new products, develop/suggest innovative solutions to client and client team members to gain new clients and projects

Build and maintain relationships with clients, and ensure that their complex risk management needs are appropriately met

Oversee the production of client deliverables and deliver the final placement to the client to ensure the quality of materials delivered to clients

Engage in independent senior-level client interaction and demonstrate expertise in problem solving, areas of coverage and client relationships

Serve as a thought leader within the Company and maintain an in depth knowledge of changing risk and insurance market conditions

Qualification

Management Liability experienceP&C license5+ years industry experienceRisk management knowledgeBachelors' degreeRelationship buildingProblem solvingTeam collaboration

Required

5+ years industry experience

Management Liability experience a must

P&C license a must, or ability to obtain

Preferred

Bachelors' degree preferred

Experience working with Management Liability coverages (Directors' and Officers' Liability, Fiduciary Liability, Employment Practices/Wage and Hour Liability, Crime, and Special Crime)

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

Benefits

Exceptional benefits, great time off and additional perks that come with working at Marsh.

Company

Marsh McLennan

Glassdoor4.0

Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.

Founded in 1871

New York, New York, USA

10001+ employees