Client Advisor

Marsh McLennan•Portland, OR

19h•Hybrid

About The Position

This role manages large or complex surety accounts, working with the team to develop procedures and go-to-market strategies. Maintains a thorough understanding of clients’ strategic priorities, risk strategies, and risk management needs to provide tailored advice. The role acts as a lead advisory colleague on medium-sized or moderately complex accounts, cultivating a deep understanding of clients’ business strategic priorities, risk strategies, and risk management needs to provide advice accordingly. It utilizes substantial risk expertise and knowledge of industry and insurance market place to review clients’ exposures and loss experience to develop solutions for moderately complex clients needs, including recommending additional products and services as solutions. The role presents, develops and executes renewal/placement strategies in conjunction with Placement, Advisory Leaders and Client Executives. It partners with Placement to receive, negotiate and evaluate quotes from carriers and presents the evaluations to clients. The role participates in presentations to prospective clients, identifies the need for new products and develops/suggests innovative solutions to client and client team members to gain new clients and projects. It builds and maintains relationships with clients, and is the primary point of contact to service more complex client needs. It coordinates the production of client deliverables, including monitoring delivery and invoicing to ensure the quality of materials delivered to the client. The role possesses an in-depth knowledge of changing market conditions to contribute to the firm’s body of knowledge within product line through active internal communication.

Requirements

8+ years of surety experience in a risk management or brokerage capacity.
Bachelor's degree or equivalent work experience.
Working knowledge of insurance coverages.
P&C license or ability to obtain.

Nice To Haves

Master's degree or other advanced degree.
CPCU, ARM or other insurance designations a plus.
Excellent analytical, project management and problem-solving skills

Responsibilities

Acts as lead advisory colleague on medium-sized accounts or moderately complex accounts.
Cultivates a deep understanding of the clients’ business strategic priorities, risk strategies and risk management needs to provide advice accordingly to client.
Utilizes substantial risk expertise and knowledge of industry and insurance market place to review clients’ exposures and loss experience to develop solutions for moderately complex clients needs, including recommending additional products and services as solutions.
Presents, develops and executes renewal/placement strategies in conjunction with Placement, Advisory Leaders and Client Executives.
Partners with Placement to receive, negotiate and evaluate quotes from carriers and presents the evaluations to clients.
Participates in presentations to prospective clients, identifies the need for new products and develops/suggests innovative solutions to client and client team members to gain new clients and projects.
Builds and maintains relationships with clients, and is the primary point of contact to service more complex client needs.
Coordinates the production of client deliverables, including monitoring delivery and invoicing to ensure the quality of materials delivered to the client.
Possesses an in-depth knowledge of changing market conditions to contribute to the firm’s body of knowledge within product line through active internal communication.