Senior Client Advisor – FINPRO

Marsh; Dallas (TX); Hybrid; USD 110,000 - 160,000; Full time

Job summary

Marsh is seeking a Client Advisor in Dallas, TX to support the FINPRO practice in a hybrid role requiring in-office presence at least three days per week. The role focuses on understanding client priorities, risk strategies, and providing expert advice for sophisticated insurance programs and renewals.

The ideal candidate has substantial industry experience, a P&C license, and liability experience, with a track record of building client relationships and delivering tailored risk solutions.

Qualifications

• 10 years industry experience; A&E experience preferred.
• Financial and Professional liability experience a must.
• P&C license a must, or ability to obtain.
• Bachelor's degree preferred.

Responsibilities

• Oversee large or complex accounts and coordinate go‑to‑market strategy with the team.
• Maintain understanding of clients' business priorities, risk strategies and risk management needs to provide tailored advice.
• Utilize risk expertise to review exposures and develop solutions for complex clients’ needs, including additional products and services.
• Develop, present, and execute renewal/placement strategies with Placement, Advisory Leaders and Client Executives across zones.
• Present to prospective clients, identify needs for new products, and propose innovative solutions to gain new clients.
• Maintain strong client relationships and ensure complex risk management needs are met.
• Oversee production of client deliverables and final placements to ensure high-quality materials.
• Engage in senior-level client interactions and demonstrate problem solving and market knowledge.
• Serve as a thought leader and keep up to date with changing risk and insurance market conditions.

Education

Bachelor's degree

Job description

Marsh is looking for an Client Advisor in our FINPRO practice. This position will be based in Dallas, TX. This is a hybrid role that has a requirement of working at least three days a week in the office.

What can you expect:

• Becoming a member of Marsh’s best in class FINPRO team who delivers expert broking & strategy solutions to help manage risk with confidence.
• In this Client Advisor role, you will develop an understanding of the clients’ business strategic priorities, risk strategies and risk management needs to help provide knowledge and advice to complex clients.
• Builds and maintains relationships with underwriters, and is involved in the placement of sophisticated insurance programs
• Helps identify the need for new products and develops innovative solutions for clients.
• Builds and maintains relationships with clients, and is the primary point of contact for day-to-day service needs.
• Completes policy management activities and delivery of reviewed policy to client and helps address client inquiries as necessary.
• Delivers technical expertise and taking the lead role in presentations of RFP’s

What’s in it for you?

• Gain exposure to key stakeholders and have the ability to make strong business connections.
• An opportunity for long term growth within a dynamic and growing business unit.
• Ability to make an immediate impact to support our book of business and growth of the organization.
• Exceptional benefits, great time off and additional perks that come with working at Marsh.

We will count on you to:

• 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. 1
• 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. True
• 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.
• Presents to prospective clients, identifies the need for new products, develops/suggests innovative solutions to client and client team members to gain new clients and projects.
• Builds and maintains relationships with clients, and ensures that their complex risk management needs are appropriately met.
• Oversees the production of client deliverables and delivering the final placement to the client to ensure the quality of materials delivered to clients.
• Engages in independent senior-level client interaction and demonstrates expertise in problem solving, areas of coverage and client relationships.
• Serves as a thought leader within the Company and maintains an in depth knowledge of changing risk and insurance market conditions.

What you need to have:

• 10 years industry experience; A&E experience preferred
• Financial and Professional liability experience a must
• P&C license a must, or ability to obtain
• Bachelors’ degree preferred

What makes you stand out?

• Ability to build strong relationships and build rapport with internal colleagues, clients and carriers.
• Self-starter, resourcefulness with the ability to bring solutions and ideas to the firm.
• Being able to be part of a collaborative team and feel that you can make an immediate impact.
• Having an interest in how you fit in with achieving the practice’s goals and an interest in how to meet those goals.

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.