Client Advisor - Energy & Power

MarshSan Francisco, CA
$92,500 - $197,100Hybrid

About The Position

Marsh is seeking candidates for a Client Advisor for our Energy & Power team. This is a hybrid role that has a requirement of working at least three days a week in the office. 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. Helps identify the need for new products and develops innovative solutions for clients. Completes policy management activities and delivery of reviewed policy to client and helps address client inquiries as necessary. Delivers technical expertise in the delivery and presentation of RFPs.

Requirements

  • 5+ years industry experience
  • Casualty lines a must along with broker or underwriting experience needed
  • P&C license a must, or ability to obtain

Nice To Haves

  • Bachelors' degree preferred
  • 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.

Responsibilities

  • Maintain and manage existing book of Energy & Power clients through daily interaction of clients’ needs.
  • Maintain and Solicit new clients and expanded opportunities by developing internal and external relationships.
  • Work with various Energy Casualty Insurance markets to place Marsh clients with for best terms and conditions available in the market place.
  • Populate casualty market submissions, negotiate terms and conditions with underwriters and communicates quotes to clients.
  • Responsible for overseeing the correct issuance of all documentation pertaining to the transaction including, but not limited to invoicing, policy review and all pre and post binding documentation.
  • Responsible for setting up and managing client Renewal Strategy Meetings between Marsh, client and carrier 120 days prior to renewal.

Benefits

  • Exceptional benefits
  • great time off
  • additional perks
  • health and welfare benefits
  • tuition assistance
  • 401K savings and other retirement programs
  • employee assistance programs
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