Client Advisor

Marsh McLennan • Urbandale, IA

7d • Hybrid

About The Position

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.

Requirements

• 3 to 5 years of professional experience in a client management role.
• 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.

Nice To Haves

• Proven track record of client success.
• Demonstrates confidence and accountability in all interactions.
• Background in the insurance industry, particularly underwriting, brokerage, or Property & Casualty, is preferred.

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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level