Client Advisor

Marsh; Portland (OR); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Hybrid work model

Office in Portland three days per week

Job summary

Marsh in Portland, OR is seeking a senior surety advisor to manage large or complex accounts in a hybrid role with at least three days in the office. You will lead advisory efforts, tailor risk management solutions, and collaborate with placement and client executives to deliver results for demanding clients.

The ideal candidate has 8+ years in surety, a bachelor's degree, and strong knowledge of insurance coverages. A P&C license is required or obtainable.

Qualifications

• 8+ 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.

Responsibilities

• Acts as lead advisory colleague on medium-sized accounts or moderately complex accounts.
• Cultivates a deep understanding of the clients' business strategic priorities, risk strategies and risk management needs to provide advice accordingly to client.
• Utilizes substantial risk expertise and knowledge of industry and insurance market place to review clients' exposures and loss experience to develop solutions for moderately complex clients needs, including recommending additional products and services as solutions.
• Presents, develops and executes renewal/placement strategies in conjunction with Placement, Advisory Leaders and Client Executives.
• Partners with Placement to receive, negotiate and evaluate quotes from carriers and presents the evaluations to clients.
• Participates in presentations to prospective clients, identifies the need for new products and develops/suggests innovative solutions to client and client team members to gain new clients and projects.
• Builds and maintains relationships with clients, and is the primary point of contact to service more complex client needs.
• Coordinates the production of client deliverables, including monitoring delivery and invoicing to ensure the quality of materials delivered to the client.
• Possesses an in-depth knowledge of changing market conditions to contribute to the firm's body of knowledge within product line through active internal communication.

Skills

Analytical skills

Project management

Problem-solving skills

Education

Bachelor's degree

Master's degree

Tools

Insurance license

Job description

Company:

Marsh

Description:

We are seeking a talented individual to join our team at Marsh. This role will be based in Portland, OR. This is a hybrid role that has a requirement of working at least three days a week in the office.

This role manages large or complex surety accounts, working with the team to develop procedures and go-to-market strategies. Maintains a thorough understanding of clients' strategic priorities, risk strategies, and risk management needs to provide tailored advice.

We will count on you to:

• Acts as lead advisory colleague on medium-sized accounts or moderately complex accounts.
• Cultivates a deep understanding of the clients' business strategic priorities, risk strategies and risk management needs to provide advice accordingly to client.
• Utilizes substantial risk expertise and knowledge of industry and insurance market place to review clients' exposures and loss experience to develop solutions for moderately complex clients needs, including recommending additional products and services as solutions.
• Presents, develops and executes renewal/placement strategies in conjunction with Placement, Advisory Leaders and Client Executives.
• Partners with Placement to receive, negotiate and evaluate quotes from carriers and presents the evaluations to clients.
• Participates in presentations to prospective clients, identifies the need for new products and develops/suggests innovative solutions to client and client team members to gain new clients and projects.
• Builds and maintains relationships with clients, and is the primary point of contact to service more complex client needs.
• Coordinates the production of client deliverables, including monitoring delivery and invoicing to ensure the quality of materials delivered to the client.
• Possesses an in-depth knowledge of changing market conditions to contribute to the firm's body of knowledge within product line through active internal communication.

What you need to have:

• 8+ 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.

What makes you stand out:

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

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

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.