Marsh & McLennan Client Advisor I in Urbandale, Iowa

General Summary:

Leads the advice, service and solution activities for clients within a specific product line in collaboration with the Client Executive, Advisory Leader, Practice Leader, Placement Specialist, Product or Industry Specialist, and/or carrier. Is viewed as a trusted business advisor by clients through effective dialogue that nurtures the client relationship, demonstrated practice expertise and ability to tap into the breadth and depth of Marsh’s zonal, national and global resources. Utilizes the network of Marsh resources to develop and implement effective risk solutions. Is accountable to both practice and zone and is located within the zone or hub.

Essential Functions:


Develops a deep understanding of the clients’ business, strategic priorities, risk strategies and risk management needs. Utilizing risk expertise and knowledge of industry and markets, reviews clients’ exposures and loss experience. Analyzes risks and develops solutions for client’s needs. Develops a renewal/placement strategy in conjunction with the Placement Specialist, Advisory Leader and Client Executive. Responsible for the execution of the renewal strategy in accordance with client instructions. Works in partnership with Placement Specialists to receive, negotiate and evaluate quotes from carriers and presents to clients. Builds and maintains relationships with clients, and is the primary point of contact. Provides day-to-day service to clients for the specific product line to ensure that their risk management needs are appropriately met. Implements and maintains a quality service plan and regular open items reports. Communicates with international network on service of global programs. Responsible for maintaining quality in all area of client deliverables. Reviews policies and endorsements and initiates draft recommendations for corrections or enhancements to coverage. Works with Client Executive to determine the impact of solutions and articulates value to client. Creates and presents renewal proposals to existing clients and participates in presentations to prospective clients. Makes recommendations to clients regarding additional products and services as solutions to clients’ risk issues. Contributes to retention through high quality and timely service. Keeps abreast of changing market conditions and informs Client Executives and/or clients of major developments affecting various types of coverage. Supports and assists in the development, when appropriate, of new products in conjunction with Placement Specialists and underwriters. Financial:

Provides input to Client Executive on Pricing of Services. Colleague Capability:

Coordinates servicing workload of Client Representatives on assigned accounts. Provides input to appropriate supervisor for performance management of Client Representatives. Trains and mentors new/less experienced employees. Process:

Adheres to Marsh Compliance and Transparency Standards. Responsible for issuing appropriate binding documents and delivering confirmations to clients. Supervises invoicing the client and monitors payment by the client to avoid policy cancellation. Responsible for final policy checking and delivery to client. Qualifications Holds a bachelor’s degree, or equivalent. Possesses strong knowledge of applicable industry and markets, along with strong risk service and solution delivery skills. Holds a valid Broker’s license and other non-resident, Excess and Surplus licenses where appropriate. Is an expert user of the company-sanctioned Internet and e-mail, word processing and spreadsheet software. Has extensive knowledge of in-house, proprietary financial and sales-reporting systems, as well as office databases and company-sanctioned presentation software. Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. We work with clients of all sizes to define, design, and deliver innovative solutions to better quantify and manage risk. We offer risk management, risk consulting, insurance broking, alternative risk financing, and insurance program management services to businesses, government entities, organizations, and individuals around the world. To every client interaction we bring an unmatched combination of deep intellectual capital, industry-specific expertise, global experience, and collaboration. Since 1871, clients have relied on Marsh for trusted advice, to represent their interests in the marketplace, make sense of an increasingly complex world, and help turn risks into new opportunities for growth. Our more than 30,000 colleagues work on behalf of our clients, who are enterprises of all sizes in every industry, and include individuals, multinational organizations, and government entities worldwide. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Visit for more information and follow us on LinkedIn and Twitter @MarshGlobal Marsh and its separately incorporated operating entities around the world are part of Marsh & McLennan Companies, a publicly held company (ticker symbol: MMC). Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at: Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.