Client Advisor

ООО «ХАГЕМАЕР ГРУПП»; Dallas (TX); Hybrid; USD 95,000 - 130,000; Full time

Benefits offered by this job

Hybrid work option

Job summary

Marsh USA LLC is seeking a Client Advisor based in Dallas, TX, with a hybrid work option. You will consult with clients on insurance needs, lead large projects, and collaborate with senior brokers to deliver tailored renewal and placement strategies.

Expect to build deep client relationships and provide bespoke risk management solutions. The role requires a Bachelor's degree and 5 years of multinational property insurance experience, with travel up to 10%.

Qualifications

• Bachelor's degree or foreign equivalent in Business Administration, Finance, Engineering, or related field plus five (5) years of experience in the multinational commercial property insurance space in the position offered, or a related position.
• Five (5) years of experience with claims or advising on property insurance strategies for Fortune 500 companies and multinational risk portfolios.
• Providing technical and commercial guidance on property insurance terms, conditions, limits, risk engineering recommendations, and pricing negotiations.
• Travel: 10% domestic and international travel to various and unanticipated sites.

Responsibilities

• Consult with clients on insurance service requirements, needs, and carriers, advising on Marsh broking products and market conditions.
• Lead large-scale projects and coach team members on complex problems.
• Serve as lead advisory colleague on medium-sized or moderately complex accounts.
• Collaborate with senior brokers and internal teams to meet client insurance needs and market demands.
• Develop bespoke insurance renewal and placement strategies with Placement, Advisory Leaders, and Client Executives.
• Build and maintain client relationships as primary contact for complex needs, including presentations to prospective clients.

Skills

Client advisory

Project leadership

Relationship management

Insurance industry knowledge

Education

Bachelor's degree or foreign equivalent in Business Administration, Finance, Engineering, or related field

Job description

Marsh USA LLC is seeking candidates for the following full-time position based in the Dallas, TX office (A hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.).

Client Advisor

We will count on you to:

• Consult with clients on their insurance service requirements, needs, and carriers, providing advice on emerging Marsh broking products and market conditions that impact insurance coverage.
• Serve as a subject matter expert, leading large-scale projects, coaching team members, and solving complex problems.
• Serve as the lead advisory colleague on medium-sized or moderately complex accounts.
• Collaborate with senior brokers and internal teams to meet client insurance needs and market demands, assisting senior brokers with complex client assignments.
• Cultivate a deep understanding of clients' strategic business priorities, risk strategies, and risk management needs to provide bespoke advice.
• Review clients' exposures and loss experience to develop solutions for moderately complex insurance needs, including recommending additional products and services.
• Coordinate the production of client deliverables, monitoring delivery and invoicing to ensure the quality of materials provided to the client.
• Present, develop, and execute bespoke insurance renewal and placement strategies in collaboration with Placement, Advisory Leaders, and Client Executives.
• Build and maintain relationships with clients and act as the primary point of contact to service more complex insurance needs, including participating in presentations to prospective clients, identifying need for new products, and developing and suggesting innovative solutions to clients and client teams to secure new clients and projects.

What you need to have:

• Must have a Bachelor's degree or foreign equivalent in Business Administration, Finance, Engineering, or related field plus five (5) years of experience in the multinational commercial property insurance space in the position offered, or a related position.
• Must have five (5) years of experience with all of the following: Working in the field of claims or in a role that assists/consults clients in navigating property claims; Advising clients on the development and execution of comprehensive property insurance strategies for Fortune 500 companies and multinational risk portfolios; Providing technical and commercial guidance on property insurance terms, conditions, limits, risk engineering recommendations, and pricing negotiations for high-hazard or challenging occupancies; Supporting business development efforts by providing technical expertise and insurance strategy input for prospective clients; Advising clients on prioritizing and implementing risk engineering recommendations issued by insurers to optimize insurance program structure, reduce premiums, and secure favorable renewal terms; Assisting and guiding clients through the property insurance claims process, including claim presentation, documentation strategy, and ongoing coordination with insurers to ensure timely payment; Providing claims support for commercial insurance programs, including programs involving captive insurance structures.
• 10% domestic and international travel is required to various and unanticipated company and client sites.

Marsh (NYSE: MRSH) is 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, 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, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [e-mail].

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.