Job Description

Company: Marsh
Description:
You will be responsible for assisting the Account Executive in offering quality and dedicated service to the team's clientele. In addition, you will be expected to show positive attributes such as creativeness, hard work and more importantly support to your leader and any other member of the management team.
PRIMARY RESPONSIBILITIES
Underwriting
Client Retention
Maintain a book of corporate accounts that are allocated to you.
Renewals
Meet renewal deadlines for all accounts as stipulated in the Marsh Service Plan e.g. Pre-renewal meetings to be conducted three months before policy expiry
New Business Development
You will be required to meet your New Business Budget which shall be communicated to you by the Account Executive year after year. The new business achievement shall be incorporated into your overall team performance. In addition you will be required to collaborate with the Team Leader in the identification of New Accounts.
Credit Control
Ensure that all transactions are fully paid upon invoicing or get prior approval to grant debt from the Team Leader. Assist the Team Leader in premium collections for corporate clients in line with the Marsh Service Plan i.e. All Debts to be kept within 30 -60 days unless there is an agreed and signed premium payments plan.
Filing
E-Files to be maintained in accordance with the company policy; two separate files General and Technical. The General File shall be for general correspondence e.g. emails, minutes, questionnaires. The Technical file shall comprise of Cover notes, Policy documents, invoices, receipts etc.
Ensure that all client accounts are accurately and clearly documented with complete information and all forms attached e.g. Proposal Forms, Declarations, Marsh Terms of Engagement etc.
Audits
You are required to audit your accounts 60 days after renewal. You must maintain an average score of 90% - 100%.
Client Complaints and/or Disputes
All forms of client complaints and disputes should be reported immediately to the Team Leader
Uphold Marsh Standards and Values
You will be expected to conduct yourself in ways that will not jeopardize the reputation of Marsh both to clients and the outside world. Uphold moral and ethical standards at all times as enshrined in the Marsh "Greater Good" policy.
Claims
1 . Claims Summaries.
Ensure that detailed updated claims summaries are sent to corporate clients every Friday
Overdue/ Problematic Claims
Overdue and problematic claims shall be escalated to the Team Leader immediately.
Claims Minutes.
All claims meetings conducted shall be minuted and a copy of the minutes circulated to both the Team Leader and the COO.
Ex-Gratia Claims
Before any ex-gratia request are made to insurers they shall be brought to the attention of the Team Leader, for COOs attention.
Uphold Marsh Standards and Values
You will be expected to conduct yourself professionally in the management of claims in line with
the Marsh "Greater Good" values eg. Never take bribes or engage in activities that promote personal benefit at the expense of quality client service
Marsh, a business of Marsh McLennan (NYSE: MMC), is the worlds top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.
Marsh McLennan 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, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, skin color, or any other characteristic protected by applicable law.
Marsh McLennan 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 McLennan 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.