Recent Searches

You haven't searched anything yet.

14 Client advisor Jobs in Charlotte, NC

SET JOB ALERT
Details...
Allspring Global Investments
Charlotte, NC | Full Time
$61k-81k (estimate)
1 Week Ago
Hendrick Automotive Group
Charlotte, NC | Full Time
$48k-62k (estimate)
2 Weeks Ago
Hendrick Automotive Group
Charlotte, NC | Full Time
$49k-64k (estimate)
3 Days Ago
Marsh & McLennan Companies
Charlotte, NC | Full Time
$57k-74k (estimate)
3 Months Ago
Charlotte - Neiman Marcus Group Careers Careers
Charlotte, NC | Full Time
$27k-34k (estimate)
3 Weeks Ago
SHI International
Charlotte, NC | Full Time
$69k-91k (estimate)
3 Months Ago
Stratascale
Charlotte, NC | Full Time
$64k-87k (estimate)
3 Months Ago
Charlotte - Neiman Marcus Group Careers Careers
Charlotte, NC | Full Time
$27k-36k (estimate)
3 Weeks Ago
Bank of America
Charlotte, NC | Full Time
$133k-171k (estimate)
3 Months Ago
JPMorgan Chase
Charlotte, NC | Full Time
$59k-88k (estimate)
1 Month Ago
Truist Bank
Charlotte, NC | Full Time
$68k-88k (estimate)
1 Month Ago
Client advisor
$57k-74k (estimate)
Full Time | Insurance 3 Months Ago
Save

Marsh & McLennan Companies is Hiring a Client advisor Near Charlotte, NC

Description : The company : Marsh

The company : Marsh

Marsh is a leader in insurance broking and innovative risk management solutions, we help clients succeed by defining, designing, and delivering innovative industry-specific solutions that help them effectively manage risk with over 35, colleagues operating in more than countries.

The Role : Client Advisor (Account Handler) Credit Specialities

Credit Specialities, a division of Marsh Speciality, focused on credit and political risk insurance, for a wide range of middle market clients.

This role could suit either someone with previous insurance experience, whether that be within a commercial insurance, general insurance or other insurance related background looking for a unique new opportunity within a niche market or even a driven Graduate / School leaver looking to start a career within insurance working for a Global Leader within this field as full training will be provided.

What can you expect?

  • An opportunity to join an established and client focused broking team and to work on a variety of niche insurance policies
  • Full on the job training
  • A platform to build on existing knowledge and an opportunity to learn new skills in a continuous improvement environment
  • To build and maintain an excellent rapport with our clients, providers and colleagues across the Group

What you will be rewarded with?

  • We offer competitive salaries and comprehensive benefits.
  • Long term training and career progression
  • We also offer support programmes including : health & welfare, tuition assistance, pension, employee assistance program, employee network groups and volunteer opportunities.
  • A career in an industry you didn’t know existed

We will rely on you to :

  • Assist the Client Executive team with the daily servicing of our clients and with the renewal process. Task to include but not limited to :
  • Managing credit limit requirements for our clients via the various insurer on-line portals and speaking directly with the insurers
  • Providing our clients with support and guidance to ensure they adhere to their policy terms and conditions, e.g. reporting overdue invoices, making claims on time etc;
  • Administer any action logs, ensuring tasks are actioned in a timely fashion, monitored and followed to their completion
  • Preparation of pre-renewal submission data
  • Support the Client Executive in client meetings, produce the minutes and manage any resulting action points
  • Actively build relationships across Marsh and with external stakeholders
  • Adhere to business processes, systems and procedures at all times

What you need to have :

  • Excellent organisational skills and attention to detail with the ability to manage multiple tasks simultaneously.
  • Proficiency in Microsoft Office Applications.
  • Strong written and verbal communication skills.
  • The ability to build, manage and develop relationships.

What makes you stand out? :

  • Experience within niche markets an advantage.
  • Previous Broking / Insurance experience

MARSH

is the world’s leading insurance broker and risk adviser. With over 35, colleagues operating in more than countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services.

Marsh is a business of (NYSE : MMC), the leading global professional services firm in the areas of risk, strategy and people.

With annual revenue approaching US $17 billion and 76, colleagues worldwide, MMC helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses : , , , and .

Follow Marsh on Twitter ; ; ; and , or subscribe to .

Marsh and McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex / gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity.

Last updated : 2024-05-24

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$57k-74k (estimate)

POST DATE

02/26/2024

EXPIRATION DATE

08/09/2024

Marsh & McLennan Companies
Full Time
$87k-107k (estimate)
Just Posted
Marsh & McLennan Companies
Full Time
$43k-55k (estimate)
1 Day Ago
Marsh & McLennan Companies
Full Time
$65k-81k (estimate)
2 Days Ago

The job skills required for Client advisor include Customer Service, Products and Services, Attention to Detail, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client advisor. Select any job title you are interested in and start to search job requirements.

For the skill of  Customer Service
Buff City Soap
Part Time
$27k-34k (estimate)
Just Posted
For the skill of  Products and Services
Massey Services, Inc.
Full Time
$87k-112k (estimate)
3 Days Ago
For the skill of  Attention to Detail
Construction Metal Products, Inc.
Full Time
$27k-35k (estimate)
Just Posted
Show more

The following is the career advancement route for Client advisor positions, which can be used as a reference in future career path planning. As a Client advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client advisor. You can explore the career advancement for a Client advisor below and select your interested title to get hiring information.

SHI International
Remote | Full Time
$69k-91k (estimate)
3 Months Ago

If you are interested in becoming a Client Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Advisor for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Advisor job description and responsibilities

Attend all renewal strategy and budget meetings and prepare renewal proposals for all clients.

01/23/2022: Springfield, OH

Advisors do meeting with prospective new clients to earn the right to give them advice.

02/06/2022: Greenville, SC

Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors.

02/18/2022: Knoxville, TN

Review bonds wordings and provide clear verbal and written guidance to clients regarding the suitability of the bond wording submitted.

02/13/2022: El Paso, TX

Ability to build relationships with client teams and key stakeholders.

03/25/2022: Houston, TX

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Advisor jobs

A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.

02/05/2022: Peoria, IL

Typically, clients meet with financial advisors once or twice quarterly though this depends on the advisor.

03/07/2022: Dallas, TX

Financial advisors need client relationship skills to attract new clients and retain the clients they already have.

02/26/2022: Billings, MT

Providing excellent customer service and developed long-standing client relationships with repeat business.

01/25/2022: Carson City, NV

Client advisots must be excellent communicators capable of leading a team.

03/06/2022: Stockton, CA

Step 3: View the best colleges and universities for Client Advisor.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College
Show more