Senior Client Advisor – Commercial Lines Business Solutions

2 weeks ago


San Antonio, Texas, United States Marsh McLennan Agency Full time

Our secret recipe

Looking for a Senior Client Advisor for the Client Advisor – Commercial Lines Business Solutions team? You'll be the go-to person for our clients, working with experienced team members to expand your skills and grow professionally:

  • Reviewing client needs and offering suitable solutions
  • Providing clients with relevant market data to guide them on complex risks
  • Delivering proactive client service and addressing inquiries either in person, on the phone, or via email
  • Gathering info on client risk management needs and proposing solutions
  • Preparing and presenting renewal proposals and conducting Client Advisory reviews
  • Exploring and utilizing the services of Specialty Practices areas when required
  • Meeting with clients to conduct reviews
  • Quoting coverages for existing clients
  • Identifying opportunities within clients' circles of influence
  • Developing new business through referrals and enhancing existing client programs
  • Building relationships with clients and colleagues for quality referrals
  • Ensuring client retention through exceptional service
  • Negotiating with insurance carriers for comprehensive coverage options
  • Implementing service plans and ensuring accurate documentation delivery
  • Communicating risk solutions and instructions to carriers
  • Using the Agency Management System efficiently
  • Ensuring compliance with regulations and internal policies
  • Addressing and escalating service concerns

Our ideal candidate.

If you have experience in insurance with high net worth clientele, a P&C License, and a strong commercial background, we want to meet you. Other key skills include client interaction, confidentiality, professionalism, and teamwork abilities, along with technical and computer skills. Flexibility to travel locally is a plus.

Additional qualifications such as a Bachelor's degree, professional designations, or previous experience with an Agency Management System are beneficial.

We encourage candidates who align with most requirements to apply.

Attractive perks.

We appreciate the contributions of our colleagues and offer a supportive work culture. Benefits of this role include generous time off, tuition reimbursement, hybrid work options, charitable matching, and stock purchase programs.

The salary for this role ranges from $56,430 to $105,420 and will be based on various factors. In addition to base pay, performance-based incentives may apply.

We provide a competitive total rewards package, including health benefits, tuition aid, 401K savings, and wellbeing initiatives.

You define us.

We value diversity and seek individuals with strong ethics, talent, and ambition to join our client-focused teams.

Marsh McLennan and its affiliates are equal opportunity employers.



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