Senior FINPRO Client Advisor | Hybrid, Dallas

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 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.