Client Advisor

Marsh

. Act as a trusted advisor to Affinity clients and help ensure insurance programs deliver value through risk mitigation, operational resilience, and business impact .

Posted 9/18/2026full-timeUrbandale • Iowa • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships within the insurance industry, particularly in commercial lines and transportation. Proficient in project management, systems thinking, and delivering client-focused solutions that align with business objectives.

Highest-signal resume keywords

Insurance Industry ExperienceClient Relationship ManagementProject Management SkillsAnalytical Problem-SolvingSystems-Thinking Mindset

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Commercial Lines KnowledgeRisk MitigationOperational ResilienceProgram ExecutionPerformance Tracking

Soft Skills

Strong Communication SkillsInterpersonal SkillsCustomer-Centric MindsetAbility to Influence StakeholdersAdaptability

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

UnderwritingBrokerageProduct ManagementClient ManagementTransportation Segment

About the role

Key responsibilities & impact

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
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 responding 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

Requirements

What you’ll need

Bachelor’s degree required
Insurance industry experience required, including underwriting, brokerage, commercial lines, product management, or client management
5+ years of experience managing client relationships, preferably in transportation or commercial insurance
Strong project management and program execution skills
Strong communication, presentation, and interpersonal skills
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

Benefits

Comp & perks

Professional development opportunities
Supportive leaders
Vibrant and inclusive culture
Flexible work environment
Benefits and rewards to enhance well-being
Remote-work flexibility
Collaboration, connections, and professional development benefits from working together in the office