Client Advisor
Mercer France
Client Advisor
Marsh is seeking a Client Advisor to support strategic clients within our transportation practice. This role is part of Marsh's US Affinity organization and will support our continued growth across a broad commercial client base, including delivery and logistics providers, transportation-related businesses, marketplace operators, and emerging segments.
The successful candidate will bring insurance and client management experience, along with transportation industry insight, to help drive client growth, improve risk outcomes, and strengthen trusted relationships. This role requires executive presence, strong program management skills, the ability to work independently, and the flexibility to adapt to changing priorities in support of Marsh's highest-priority strategic initiatives.
If you are seeking an opportunity to join a collaborative and entrepreneurial team committed to helping clients navigate risk and realize what is possible, we encourage you to apply.
This is a hybrid role that requires working in the office for three days per week.
We will count on you to:
- Act as a trusted advisor to Affinity clients and help ensure insurance programs deliver value through risk mitigation, operational resilience, and business impact.
- Build strong relationships with client stakeholders and manage escalated issues promptly to support retention and satisfaction.
- Apply knowledge of commercial risks and products, including auto and fleet liability, general liability, workers' compensation, property/real estate, inland marine/cargo, management liability, and other coverages as appropriate, to support client strategy and program design.
- Lead end-to-end program and project execution for assigned accounts and initiatives, including scoping requirements, building project plans and timelines, coordinating cross-functional deliverables, managing risks and issues, and ensuring high-quality implementation and renewal.
- Work closely with sales, servicing, compliance, legal, marketing, placement, claims, technology, and other teams to meet revenue and client service goals.
- Develop a strong understanding of client needs, market dynamics, and competitive trends within the transportation segment.
- Partner with internal and external teams to refine client strategies and deliver solutions that respond to changing customer needs and business objectives.
- Measure client success using disciplined, business-focused metrics and ongoing performance tracking.
- Apply a systems-thinking approach to connect client needs, operational processes, technology, service delivery, and risk solutions across the broader business.
What you need to have:
- Bachelor's degree required.
- Insurance industry experience required, i.e., underwriting, brokerage, commercial lines, product management, or client management.
- 5+ years of experience in managing client relationships, preferably in transportation or commercial insurance.
- Strong project management and program execution skills.
- Strong communication, presentation, and interpersonal skills, the ability to influence internal and external stakeholders at multiple levels.
- Strong analytical, problem-solving, and critical thinking skills.
- Ability to work independently, manage multiple priorities, and collaborate across teams while adapting quickly to changing scope, priorities, and business needs.
- Customer-centric mindset.
- Systems-thinking mindset with the ability to connect operational, client, and business considerations into practical solutions.
- Ability to support strategic initiatives with minimal supervision and strong accountability.
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 impact for 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 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.
Mercer France$65k - $95k
...Job Description Private Client Insurance Account Manager Job Summary Seeking a dedicated and experienced Private Client Insurance Account Manager to join a team. This role involves managing high-net-worth (HNW) accounts and providing exceptional service to...SuggestedWork at office$500 - $2,000 per month
...to have a competitive edge in the industry. Job Duties: Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage...SuggestedFull timePart timeImmediate startWork from home2 days per week- ...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a... ...client needs Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring...SuggestedWork at officeFlexible hoursShift workDay shift
- ...In-plan Client Support Advisor At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow...SuggestedLocal areaImmediate startRemote workFlexible hours
- ...A nationwide financial institution is seeking an enthusiastic individual to engage clients in transactions, assist with self-service banking solutions, and drive exceptional client experiences. Ideal candidates will have a strong work ethic, effective communication skills...Suggested
$500 per month
Sales & Leasing Professional Easy Honda | Houston, Texas At Easy Honda, we're not just looking for people to sell cars—we're looking for professionals who want to build a career. If you're competitive, self-motivated, and committed to becoming the best at ...Full time- Truist is seeking an experienced professional to provide in-office client and advisor support for a team handling high-net-worth clients. You will act as the primary intake point for requests, support workload management, and delegate tasks to a centralized service team...Work at office
- As a Customer Records Specialist you will be involved in the data maintenance of customer files within our internal customer database. This role will allow you to interface with our Sales and Customer Support Teams to ensure we have up-to-date information on current and...Work from homeWorldwide2 days per week
- JPMorganChase is seeking a Financial Advisor in Houston, Texas to provide personalized investment solutions and champion team success.... ...experience in a financial advisory role, demonstrate success in client acquisition, and hold necessary financial licenses, such as...
- An automotive service company in Houston is seeking a Service Advisor to act as the liaison between customers and technicians. Responsibilities include upselling services, providing repair estimates, and maintaining customer satisfaction. The ideal candidate will have strong...
- Summary Part-Time Client Advisor based at the Houston Galleria responsible for delivering exceptional, personalized service to clients and representing the Brand on the sales floor. The role focuses on building long-term client relationships through active clienteling,...Part time
- JPMorganChase in Houston is looking for a dedicated Financial Advisor to enhance client relationships and provide personalized investment solutions. The role demands strong relationship management skills and a comprehensive understanding of financial markets. Applicants...
- A leading financial services firm in Houston is seeking a Private Client Advisor to deliver personalized investment solutions and build strong client relationships. The role requires at least 2 years of financial advising experience and a commitment to client education...
$100k
...of Sugar Land, a premier Lincoln dealership on the Southwest Freeway, offers an opportunity to advance your sales career as a Client Advisor. Prior sales experience is required to earn $100,000 plus, with a comprehensive benefits package including PTO, holidays, medical...- J.P. Morgan in Houston, TX is on the lookout for a Private Client Advisor to provide personalized investment solutions. In this role, you will build and manage client relationships while offering comprehensive financial planning and advice. Ideal candidates have at least...
- Summary Deliver exceptional luxury customer experiences as the in-store ambassador, guiding clients through a personalized client journey and fostering lasting relationships. Drive individual and team sales by identifying client needs, cross‑selling across departments,...
- A leading financial services firm in Houston is seeking a Private Client Advisor to offer personalized investment solutions and financial planning to clients. The ideal candidate should have a minimum of 2 years in a Financial Advisor role and demonstrated success in client...
- Mac Haik Ford in Houston seeks a Service Advisor to greet customers, assess vehicle service needs, and write repair orders. The role requires coordinating with service technicians and parts staff to ensure accurate timing and transparent cost estimates. Ideal candidates...
- Houston Dose in Houston, Texas, is seeking a dedicated financial center client consultant. You will be the first point of contact for clients, helping them navigate personal banking needs and connecting them with solutions. Responsibilities include assisting clients with...
- JPMorgan Chase & Co. in Houston seeks a Branch Banking/Private Client Banker to cultivate relationships with affluent clients, manage their banking needs, and help them achieve their financial goals. You will solicit referrals, partner with specialists, and guide clients...Weekend workAfternoon shift
- A leading financial institution is seeking a Private Client Advisor in Houston, Texas, to offer comprehensive financial planning and advice. The ideal candidate will assist clients with tailored investment solutions, support relationship management, and educate clients...
- JPMorganChase is seeking a Financial Advisor in Houston, Texas. The ideal candidate will build strong client relationships and deliver personalized investment solutions while fostering a diverse environment. A successful track record in client acquisition and holding necessary...
- Job Description Job Description CALL CENTER REPRESENTATIVE Required Education and Experience ~ Experience in using Microsoft Excel, Word, Outlook, PDF’s, JPEGS Preferred Education and Experience 2 + Call Center Experience ~ Microsoft Excel, Word, Outlook...Full timeFor subcontractorWork at officeLocal areaMonday to FridayShift workWeekend work
- ...Meet with clients virtually to understand their needs Advise clients on union-backed benefits and available options Guide clients through solutions that best fit their situation Build trust and maintain strong client relationships Stay organized with follow-ups...Full time
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a...
$45.6k - $52.8k
...customer service, and meaningful partnerships. Our team is passionate about creating memorable journeys while helping businesses and clients discover tailored travel solutions. We believe in collaboration, professional development, and providing every team member with the...Full time$40.56k
Inbound Customer Care Representative Full-Time | $19.50/hour | Monday–Friday | On-Site Are you energetic, outgoing, and someone who genuinely enjoys talking to people? Do you thrive in a fast-paced environment where every day is different? SynergenX Health is looking...Full timeTemporary workMonday to Friday$34.53k - $35.98k
Job Description Do you get energized by connecting with people and finding creative ways to help? In this role, you'll be at the heart of the Nordstrom customer experience by providing friendly service, resolving returns, supporting order pickup, processing transactions...Full timeFlexible hoursShift workAfternoon shift$47k - $52k
...customer service, and meaningful partnerships. Our team is passionate about creating memorable journeys while helping businesses and clients discover tailored travel solutions. We believe in collaboration, professional development, and providing every team member with the...Full time$41.6k - $56.16k
...Customer Service Representative (Print Production & Client Support) Position Summary As a Customer Service Representative at ABC Imaging, you will serve as the primary point of contact for clients, ensuring their printing, production, and graphic communication needs...Full timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Advisor. Be the first to apply!
- online customer service assistant Houston, TX
- customer service rep part time Houston, TX
- customer support representative Houston, TX
- client engagement specialist Houston, TX
- spanish customer service representative Houston, TX
- customer service account specialist Houston, TX
- customer sales representative Houston, TX
- benefits customer care representative Houston, TX
- client service consultant Houston, TX
- customer experience agent Houston, TX




