Associate Client Advisor

4 days ago


Charlotte, North Carolina, United States Marsh Full time $60,000 - $120,000 per year

We are seeking a talented individual to join our team at Marsh. This role will be based in
Charlotte, NC
. This is a hybrid role that has a requirement of working at least three days a week in the office.

This role involves performing complex clerical tasks such as photocopying, scanning, word processing, and filing to support Advisory colleagues, as well as assisting in the preparation of presentations, proposals, and program submissions. Additionally, the position requires monitoring renewal and binder control systems, attending internal strategy meetings to enhance understanding, and coordinating with underwriters to ensure accurate coverage.

We will count on you to:

  • Perform more complex clerical functions, including but not limited to, photocopying, faxing, scanning, word processing and filing to assist Advisory colleagues
  • Attend internal strategy meetings to gain a deeper understanding of the work the Company does and better assist Advisory colleagues
  • Assist in the creation of presentations and program submissions, including coverage specifications, in collaboration with Advisory colleagues
  • Assist in preparing proposal components including the analysis of pricing, coverage terms and conditions, services, quote comparisons, financing, commentary, and recommendations
  • Monitor the renewal and binder control system to ensure things are progressing according to schedule
  • Request follow-up for changes from underwriters to ensure coverage is correct

What you need to have:

  • 1+ year of casualty insurance experience
  • P&C license or ability to obtain within 90 days of employment
  • Proficiency in MS Office tools Word, Excel, and Outlook
  • High attention to detail and collaborative skill set
  • Excellent verbal and written communication skills

What makes you stand out:

  • Bachelor's Degree
  • Working knowledge of property insurance coverage

Why join our team:

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

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