Commercial Insurance - Client Advisor

Marsh McLennan; Urbandale (IA); On-site; USD 60,000 - 80,000; Full time

Job summary

Marsh McLennan in Urbandale, IA seeks a Client Advisor to manage large initiatives and high-priority accounts, delivering action plans and client-facing documents to support growth. You will draft strategic analyses, presentations, and proposals for client opportunities, ensuring delivery excellence in a dynamic environment.

The role emphasizes market research, data analysis to support proposals, escalation management, and strong relationship building with client professionals across industries.

Qualifications

• 3 to 5 years of experience in a client management role.
• Background in the insurance industry: underwriting, brokerage or Property & Casualty.
• Bachelor’s degree required.
• Excellent organizational and project management skills.
• Strong problem-solving and analytical abilities.
• Client-focused mindset with client-facing experience.

Responsibilities

• Develop and deliver essential project documents that support client engagement and business development.
• Conduct research and analyze data to identify growth opportunities and support proposal creation.
• Manage escalated client concerns with sound judgment and timely resolution, escalating major issues as appropriate.
• Provide technical and transactional support to ensure client satisfaction.
• Cultivate and maintain strong relationships with client professionals.
• Represent Marsh at industry events to build your professional network and stay connected to market trends.

Education

Bachelor's degree

Job description

Company:

Description:

We are seeking a talented individual to join our team at Marsh as a Client Advisor.

This role will be based in Urbandale, Iowa, and is a hybrid position requiring a minimum of three days per week in the office.

As a Client Advisor, you will serve as the project manager for large initiatives and complex accounts, ensuring action plans are implemented effectively and service delivery meets or exceeds expectations. You will draft comprehensive client-facing documents such as white papers, strategic approaches, financial analyses, and presentations to support sales opportunities and account growth.

Additionally, you will conduct market and industry research to identify new growth areas and trends and perform data analysis to support proposal development and client presentations. You will address escalated issues promptly, manage expectations, mitigate relationship risks, and provide technical and transactional support for high-priority relationships.

We will count on you to:

• Develop and deliver essential project documents that support client engagement and business development.
• Conduct research and analyze data to identify growth opportunities and support proposal creation.
• Manage escalated client concerns with sound judgment and timely resolution, escalating major issues as appropriate.
• Provide technical and transactional support to ensure client satisfaction
• Cultivate and maintain strong relationships with client professionals.
• Represent Marsh at industry events to build your professional network and stay connected to market trends.

What you need to have:

• 3 to 5 years of professional experience in a client management role.
• Background in the insurance industry, particularly underwriting, brokerage, or Property & Casualty.
• Bachelor’s degree.
• Exceptional organizational and project management skills.
• Strong problem-solving and analytical abilities.
• Client-focused mindset with experience in client-facing roles.
• Ability to synthesize complex information and communicate effectively to diverse audiences.

What makes you stand out:

• Proven track record of client success.
• Demonstrates confidence and accountability in all interactions.

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 impact for 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 Risk is a business of Marsh (NYSE: MRSH), 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 about Marsh Risk, 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.