Strategic Insurance Client Advisor

ООО «ХАГЕМАЕР ГРУПП»; Urbandale (IA); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Marsh in Urbandale, IA is seeking a Client Advisor to serve as project manager for large initiatives and complex accounts, delivering action plans and ensuring service delivery meets expectations. Hybrid role with in-office presence three days per week.

You will draft client-facing documents, conduct market research, analyze data for proposals, address escalations, and nurture key relationships while representing Marsh at industry events.

Qualifications

• 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.

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.

Skills

Project management

Data analysis

Client relationship management

Communication

Problem-solving

Education

Bachelor's degree

Job description

Marsh in Urbandale, IA is seeking a Client Advisor to serve as project manager for large initiatives and complex accounts, delivering action plans and ensuring service delivery meets expectations. Hybrid role with in-office presence three days per week.

You will draft client-facing documents, conduct market research, analyze data for proposals, address escalations, and nurture key relationships while representing Marsh at industry events.