Senior FINPRO Client Advisor - Hybrid Role

Marsh McLennan; Dallas (TX); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Marsh is seeking a Client Advisor for its FINPRO practice in Dallas. This hybrid role requires in-office work at least three days per week and involves developing client risk strategies, maintaining relationships with clients and underwriters, and delivering expert brokerage and advisory services.

You will lead presentations, renewals, and placement strategies while collaborating with Placement and Client Executives across zones.

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

• 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.
• 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.
• 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.

Education

Bachelor's degree

Job description

Marsh is seeking a Client Advisor for its FINPRO practice in Dallas. This hybrid role requires in-office work at least three days per week and involves developing client risk strategies, maintaining relationships with clients and underwriters, and delivering expert brokerage and advisory services.

You will lead presentations, renewals, and placement strategies while collaborating with Placement and Client Executives across zones.