Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Advisor

Oliver Wyman

Client Advisor

Marsh USA LLC is seeking candidates for the following full-time position based in the Dallas, TX office (A hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.):

We will count on you to:

  • Consult with clients on their insurance service requirements, needs, and carriers, providing advice on emerging Marsh broking products and market conditions that impact insurance coverage.
  • Serve as a subject matter expert, leading large-scale projects, coaching team members, and solving complex problems.
  • Serve as the lead advisory colleague on medium-sized or moderately complex accounts.
  • Collaborate with senior brokers and internal teams to meet client insurance needs and market demands, assisting senior brokers with complex client assignments.
  • Cultivate a deep understanding of clients' strategic business priorities, risk strategies, and risk management needs to provide bespoke advice.
  • Review clients' exposures and loss experience to develop solutions for moderately complex insurance needs, including recommending additional products and services.
  • Coordinate the production of client deliverables, monitoring delivery and invoicing to ensure the quality of materials provided to the client.
  • Present, develop, and execute bespoke insurance renewal and placement strategies in collaboration with Placement, Advisory Leaders, and Client Executives.
  • Build and maintain relationships with clients and act as the primary point of contact to service more complex insurance needs, including participating in presentations to prospective clients, identifying need for new products, and developing and suggesting innovative solutions to clients and client teams to secure new clients and projects.

What you need to have:

  • Must have a Bachelor's degree or foreign equivalent in Business Administration, Finance, Engineering, or related field plus five (5) years of experience in the multinational commercial property insurance space in the position offered, or a related position.
  • Must have five (5) years of experience with all of the following: Working in the field of claims or in a role that assists/consults clients in navigating property claims; Advising clients on the development and execution of comprehensive property insurance strategies for Fortune 500 companies and multinational risk portfolios; Providing technical and commercial guidance on property insurance terms, conditions, limits, risk engineering recommendations, and pricing negotiations for high-hazard or challenging occupancies; Supporting business development efforts by providing technical expertise and insurance strategy input for prospective clients; Advising clients on prioritizing and implementing risk engineering recommendations issued by insurers to optimize insurance program structure, reduce premiums, and secure favorable renewal terms; Assisting and guiding clients through the property insurance claims process, including claim presentation, documentation strategy, and ongoing coordination with insurers to ensure timely payment; Providing claims support for commercial insurance programs, including programs involving captive insurance structures. 10% domestic and international travel is required to various and unanticipated company and client sites.

Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. Marsh 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 View email address on click.appcast.io. Marsh 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 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.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Advisor in Dallas, TX vacancy
  • $92.5k - $197.1k

     ...Company:Marsh Risk Description: Marsh is seeking candidates for our open Associate Client Advisor position based in NYC, Chicago, Atlanta or Dallas office. This is a hybrid role and will be required to go into the office 3x per week. What can you expect: Becoming... 
    Suggested
    Minimum wage
    Full time
    Work at office
    Local area
    Immediate start
    Remote work
    Flexible hours
    3 days per week
    1 day per week

    Marsh McLennan

    Dallas, TX
    1 day ago
  • Summary Provide exceptional, client-focused support across phone, email, social media, and chat channels, representing the Maison with professionalism and luxury service standards. Build and maintain strong client relationships through personalized clienteling and product... 
    Suggested
    Weekend work
    Afternoon shift

    brobstongroup.com - Jobboard

    Irving, TX
    3 days ago
  • $90k - $100k

     ...citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and...  ...'s enough about us, let talk about you! As a Private Client Advisor, you will be a brand ambassador for Henley & Partners and a... 
    Suggested
    Local area
    Flexible hours

    Henley and Partners

    Dallas, TX
    3 days ago
  •  ...TwinThread is seeking a Private Client Advisor to engage clients and offer personalized investment solutions. The ideal candidate has at least 2 years in a Financial Advisor role and a valid Series 7 license. Responsibilities include building client relationships and... 
    Suggested

    Aumni

    Syracuse, NY
    2 days ago
  •  ...Evergreen – Senior Client Advisor – Dallas Dolce & Gabbana represents excellence rooted in its “Made in Italy” heritage. Every creation reflects the Brand’s commitment to craftsmanship, fatto a mano, innovation and quality. Guided by a strong dedication to sustainability... 
    Suggested
    Hourly pay
    Flexible hours
    Afternoon shift

    Dolce & Gabbana

    Dallas, TX
    2 days ago
  • $23 - $25 per hour

     ...Louis Vuitton at NorthPark is looking for a motivated Full-Time Client Advisor. In this role, you'll achieve sales goals, provide personalized client advice, and develop lasting relationships within the luxury retail environment. The ideal candidate has a passion for... 
    Hourly pay
    Full time

    Louis Vuitton

    Dallas, TX
    15 hours ago
  •  ...Job Description Job Description Bilingual Client Advisor / Sales Consultant Metro Nissan of Dallas is looking for a motivated bilingual Client Advisor to join our growing sales team. This position is ideal for someone who enjoys working with people, has strong... 

    Metro Nissan

    Dallas, TX
    17 days ago
  •  ...Private Client AdvisorAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships...  ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... 

    Chase

    Dallas, TX
    3 days ago
  • Brobston Group LLC is seeking a Senior Client Advisor for a front-of-house luxury sales role in a boutique setting. The position focuses on delivering exceptional client experiences, upholding brand standards, and cultivating a strong client portfolio while supporting... 
    Weekend work
    Afternoon shift

    Brobston Group LLC

    Dallas, TX
    1 day ago
  • $225k - $298.3k

     ...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...  ...experience Advocates for clients and prospects as their trusted advisor providing integrated recommendations including wealth structuring... 
    Work at office
    Work from home
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Dallas, TX
    1 day ago
  •  ...advancement ~ Paid time off ~ Profit sharing ~ Vision insurance ~ Wellness resources Position Summary The Personal Lines Client Advisor is responsible for delivering a seamless and proactive client experience while supporting the agency’s retention and growth... 

    CoVerica

    Dallas, TX
    a month ago
  •  ...accessories for men and women, where passion for travel and sartorial tradition are the key concepts of every collection. SCOPE The Client Advisor / Key Holder at ETRO is responsible for daily floor supervision of the sales team ensuring great client experiences and thereby... 
    Work at office
    Local area
    Day shift

    Etro

    Dallas, TX
    2 days ago
  •  ...and to build customer relationships within the community. Responsibilities include providing excellent customer service, educating clients about insurance options, and developing leads. Candidates should have a Property and Casualty license and a Life and Health license... 
    Work at office
    Flexible hours

    Claudia Salas - State Farm Agent

    Dallas, TX
    15 hours ago
  • $129.2k - $187.45k

    Senior Technical Product Management SpecialistCompany:The Boeing CompanyThe Boeing Company is currently seeking a Senior Technical Product Management Specialist to join the team in Seattle, WA; Dallas, TX; North Charleston, SC; Berkeley, MO; Hazelwood, MO; or Mesa, AZ. ...
    Permanent employment
    Full time
    Work experience placement
    Relocation
    Visa sponsorship
    Work visa
    Flexible hours
    Shift work

    Boeing

    Dallas, TX
    1 day ago
  •  ...Seasonal Client Advisor Based on site in our Client Contact Center in Irving, Texas the Seasonal Client Advisor holds the critical position of supporting Tiffany clients who choose to contact the team for support and advice. The Seasonal Client Advisor is responsible... 
    Seasonal work
    Night shift
    Afternoon shift

    Tiffany & Co.

    Dallas, TX
    15 hours ago
  • A leading financial institution is seeking a Private Client Advisor to deliver personalized investment solutions and support diverse client needs. You will leverage your financial expertise to foster deep client relationships and educate clients on technology for investment... 

    JPMorgan Chase & Co.

    Garland, TX
    3 days ago
  • Brobston Group LLC seeks a Client Advisor, Visual Expert for a Highland Park Dallas boutique. You will build and maintain luxury client relationships while achieving individual and store sales targets, pairing high-level retail selling with ownership of visual merchandising... 

    Brobston Group LLC

    Dallas, TX
    15 hours ago
  • $23 - $25 per hour

    About the Job Our Louis Vuitton NorthPark location is seeking a motivated, organized, and goal-oriented Full-Time Client Advisor to join its team. Job Responsibilities Achieve individual and team objectives and sales goals Learn and master Brand and product knowledge... 
    Hourly pay
    Full time
    Temporary work

    Louis Vuitton

    Dallas, TX
    4 days ago
  • Van Cleef & Arpels Brand Ambassador in Grand Prairie, TX delivers luxury client service across phone and email, building strong relationships while advising on products and the Maison. You will drive sales, handle inquiries, process orders, and stay informed about launches... 

    Richemont Iberia SL

    Grand Prairie, TX
    15 hours ago
  • Truist is seeking a Regular, full-time teller/client service role in Dallas, TX. You will provide timely client transactions, ensure accurate records, and deliver superior service while assisting with outbound calls and Integrated Relationship Management (IRM) activities... 
    Full time
    Weekend work

    Truist

    Dallas, TX
    1 day ago
  •  ...Banker to represent our brand at the branch with hospitality and tailored financial solutions. You will acquire, manage, and retain client relationships, leveraging knowledge of banking products to simplify clients’ financial lives. The role requires 1+ year of sales... 

    JPMorgan Chase & Co.

    Dallas, TX
    4 days ago
  • A leading financial services firm in Texas is seeking a Private Client Advisor to deliver personalized financial solutions. The role involves building and managing a book of business, requiring at least 2 years of financial advisory experience, strong client relationship... 

    JPMorganChase

    Grand Prairie, TX
    1 day ago
  • Tiffany & Co. seeks a Seasonal Client Advisor based remotely in Dallas, TX. You will support Tiffany clients with luxury, best-in-class experiences and sales across channels, listening to personal needs and communicating with elevated language and brand knowledge. You... 
    Remote job
    Seasonal work

    LVMH Group

    Dallas, TX
    1 day ago
  • ## **Job Title:** Surety Client Advisor**Department:** Growth**Location:** Addison, TX**About Acrisure**Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual... 
    Immediate start
    Flexible hours

    Acrisure, LLC

    Addison, TX
    2 days ago
  • $90k - $100k

     ...citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and...  ...'s enough about us, let talk about you! As a Private Client Advisor you'll be an ambassador for H&P by establishing and... 
    Work at office
    Flexible hours

    Henley & Partners

    Dallas, TX
    2 days ago
  • Summary The Client Advisor is responsible for driving store performance by building lasting client relationships through expert product knowledge and refined selling techniques. The role focuses on achieving sales targets while delivering a high level of personalized customer... 

    brobstongroup.com - Jobboard

    Dallas, TX
    3 days ago
  •  ...that we place on the talent and passion of our people leading to their own professional growth. JOB PURPOSE We are seeking top Client Advisors for future opportunities in luxury retail. If you are passionate about providing exceptional client experiences, possess a strong... 
    Full time

    Prada Group

    Dallas, TX
    2 days ago
  • CoVerica is searching for a Personal Lines Client Advisor in Dallas, TX, responsible for providing a seamless and proactive client experience. You will take ownership of client relationships and support growth initiatives by conducting proactive outreach and addressing... 

    CoVerica

    Dallas, TX
    2 days ago
  • Summary The Senior Client Advisor is a full-time, in-store sales leader responsible for achieving sales targets and developing client relationships at the Highland Park location. This role sets the example for customer service, visual merchandising, and operational standards... 
    Full time
    Local area

    Brobston Group LLC

    Dallas, TX
    2 days ago
  • A leading financial services firm in Garland, Texas is seeking a Private Client Advisor to deliver personalized investment solutions and provide comprehensive financial planning to clients. The ideal candidate will have a minimum of 2 years of financial advisory experience... 

    JPMorganChase

    Garland, TX
    15 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Advisor. Be the first to apply!