Associate Client Advisor (Surety) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Marsh McLennan · 2 days ago

Associate Client Advisor (Surety)

Marsh McLennan is a global leader in risk, reinsurance, and capital, seeking a talented individual for the Associate Client Advisor position. This role involves managing large or complex surety accounts, developing procedures and strategies, and providing tailored advice based on clients' risk management needs.

Financial ServicesProfessional ServicesService Industry

Responsibilities

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
Acts as lead advisory colleague on smaller, less complex books of business
Develops renewal/placement strategies in conjunction with the Placement, Advisory Leader and Client Executive and executes in accordance with client instructions
Analyzes quotes from carriers and provides analysis to more senior Advisory colleagues and/or clients to assist with developing solutions and renewals
Supports more senior Advisory colleagues to reach business goals and RFP’s through research and document preparation to support and assist the design, development, and marketing of new insurance and risk products
Manages follow-up on coverage changes with underwriters to ensure the coverage specifications are correct
Builds and maintains client and market contact at appropriate levels to execute effectively on client’s program
Contributes to the firm’s body of knowledge through active internal communication to keep abreast of changing risk and insurance market conditions
Contributes to client retention through effective risk solutions and excellence in service

Qualification

Surety experienceRisk management knowledgeInsurance coverages knowledgeP&C licenseCPCUARM designationAnalytical skillsProject management skillsProblem-solving skills

Required

5+ years of surety experience in a risk management or brokerage capacity
Bachelor's degree or equivalent work experience
Working knowledge of insurance coverages
P&C license or ability to obtain

Preferred

Master's degree or other advanced degree
CPCU, ARM or other insurance designations a plus
Excellent analytical, project management and problem-solving skills

Benefits

Medical
Dental
Vision
STI/LTI
Life insurance
Generous 401k match AND contribution
Tuition assistance
401K savings
Other retirement programs
Employee assistance programs

Company

Marsh McLennan

company-logo
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.

Funding

Current Stage
Public Company
Total Funding
$11.2B
2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B

Leadership Team

leader-logo
Joe Hayes
Senior Vice President, COO Private Client Services
linkedin
leader-logo
Katherine Brennan
SVP & General Counsel
linkedin
Company data provided by crunchbase