Client Advisor

Marsh; New York (NY); Hybrid; USD 120,500 - 256,700; Full time

Benefits offered by this job

Health and welfare benefits

Tuition assistance

401(k) savings

Employee assistance programs

Job summary

A leading insurance and risk management firm is seeking a Client Advisor to work in its New York City or Boston office. This hybrid role requires significant client interaction and oversight of complex accounts. The ideal candidate will have over five years of experience in the industry, preferably with broker experience, and a strong background in management liability. The compensation range is competitive, reflecting the responsibility of the position, and provides excellent benefits.

Qualifications

• 5+ years in industry; broker experience preferred.
• Management Liability experience required; PEMA experience a plus.
• P&C license required or ability to obtain.

Responsibilities

• Independently oversee and manage large or complex accounts.
• Build and maintain client relationships.
• Develop renewal/placement strategies with key stakeholders.
• Present to prospective clients and suggest innovative solutions.
• Engage in senior-level client interactions.

Skills

Broker experience

Client relationship management

Problem-solving expertise

Management Liability experience

Education

Bachelor's degree

Job description

1 week ago Be among the first 25 applicants

Marsh is seeking candidates for our open Client Advisor position based in our Boston or NYC office in the FINPRO practice supporting Private Equity clients. This is a hybrid role that requires office presence 3x per week.

What you can expect

• Become part of Marsh’s best‑in‑class FINPRO team delivering expert broking & strategy solutions.
• Develop an understanding of clients’ business priorities, risk strategies, and risk‑management needs.
• Identify the need for new products and develop innovative solutions.
• Complete policy‑management activities and deliver reviewed policy to clients.
• Deliver technical expertise in the delivery and presentation of RFPs.

Benefits

• Exposure to key stakeholders and strong business connections.
• Opportunities for long‑term growth within a dynamic unit.
• Immediate impact supporting book of business and organization growth.
• Exceptional benefits, great time off, and additional perks.

Responsibilities

• Independently oversee and manage large or complex accounts; assemble team for go‑to‑market strategy.
• Maintain near‑complete understanding of clients’ business priorities and risk strategies.
• Use expert risk knowledge to review exposures, loss experience and develop solutions, including recommending additional products.
• Develop, present and oversee renewal/placement strategies with Placement, Advisory Leaders and Client Executives.
• Present to prospective clients, identify new product needs and suggest innovative solutions.
• Build and maintain client relationships.
• Oversee production of client deliverables and ensure quality of final placement.
• Engage in senior‑level client interaction; demonstrate problem‑solving expertise.
• Serve as a thought leader; maintain knowledge of market conditions.

Qualifications

• 5+ years in industry; broker experience preferred.
• Management Liability experience required; PEMA experience a plus.
• P&C license required or ability to obtain.
• Bachelor’s degree preferred.

What makes you stand out

• Ability to build strong relationships with internal colleagues, clients and carriers.
• Self‑starter who brings solutions and ideas.
• Collaborative team player ready to make immediate impact.
• Interest in achieving practice goals.

Base salary range: $120,500 to $256,700. Additional incentives may apply.

We offer a competitive rewards package including health and welfare benefits, tuition assistance, 401(k) savings, and employee assistance programs.

Marsh McLennan 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 McLennan 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 McLennan 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.

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