FINPRO Senior Client Advisor

Marsh McLennan•Vancouver, BC

7d•Hybrid

About The Position

We are seeking a talented individual to join our FINPRO Advisory team at Marsh Risk. This role will be based in Vancouver or Toronto. This is a hybrid role that has a requirement of working at least three days a week in the office. We will count on you to: Act as lead advisory colleague on large, complex books of business. Develop an understanding of the clients’ business strategic priorities, risk strategies and risk management needs and provides advice accordingly to successfully serve clients. Utilize risk expertise and knowledge of industry and insurance market place to review clients’ exposures and loss experience and develop solutions for standard client needs. Execute renewal/placement strategies in conjunction with the Placement, Advisory Leader and Client Executive and executes in accordance with client instructions. Lead presentations to prospective clients and develop/suggest innovative solutions to client and client team members to gain new clients and projects. Partner with Placement to receive, negotiate and evaluate quotes from carriers to deliver the best options to clients. Build and maintain relationships with clients , and is the primary point of contact for day-to-day service needs. Maintain quality in all areas of client deliverables, including monitoring delivery and invoicing to ensure client is satisfied. Keep abreast of changing market conditions and contributes to the firm’s body of knowledge within product line through active internal communication.

Requirements

15 + years experience in the Insurance Industry
Experience working with, and managing, large, complex, multinational accounts
Strong analytical and technical skills
Service expertise, sales capabilities, with a focus on client retention retaining and converting clients

Nice To Haves

An in-depth knowledge of changing market conditions to contribute to the firm’s body of knowledge within FINPRO or related industry
Ability to present, and advise on, complex risk issues at the Executive level

Responsibilities

Act as lead advisory colleague on large, complex books of business.
Develop an understanding of the clients’ business strategic priorities, risk strategies and risk management needs and provides advice accordingly to successfully serve clients.
Utilize risk expertise and knowledge of industry and insurance market place to review clients’ exposures and loss experience and develop solutions for standard client needs.
Execute renewal/placement strategies in conjunction with the Placement, Advisory Leader and Client Executive and executes in accordance with client instructions.
Lead presentations to prospective clients and develop/suggest innovative solutions to client and client team members to gain new clients and projects.
Partner with Placement to receive, negotiate and evaluate quotes from carriers to deliver the best options to clients.
Build and maintain relationships with clients , and is the primary point of contact for day-to-day service needs.
Maintain quality in all areas of client deliverables, including monitoring delivery and invoicing to ensure client is satisfied.
Keep abreast of changing market conditions and contributes to the firm’s body of knowledge within product line through active internal communication.