Senior Client Advisor Job Description Template
Our company is looking for a Senior Client Advisor to join our team.
Responsibilities:
- Independently oversees and manages large or complex accounts and brings the entire team together to formulate the procedure and go to market strategy;
- Engages in independent senior-level client interaction and demonstrates expertise in problem solving, areas of coverage and client relationships;
- Internal Advocacy : Be an internal advocate for customer needs, requirements, and feature requests across customer success, product and sales;
- Serves as a thought leader within the Marsh PEMA Practice and maintains an in depth knowledge of changing risk and insurance market conditions;
- Builds and maintains relationships with clients, and ensures that their complex risk management needs are appropriately met.
Requirements:
- P&C license a must, or ability to obtain;
- Financial Lines experience highly preferred;
- 10+ years of Industry experience a must;
- 5 or more years experience in Private Banking/Wealth Management;
- Bachelor’s degree.