Portfolio Client Executive

1 month ago


Johannesburg, Gauteng, South Africa Marsh Full time

Marsh is the world's leading insurance broker and risk adviser. With more than 45,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue of over $20 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. For more information, visit , follow us on LinkedIn and Twitter.

MARSH is seeking candidates for the following position based in the Sandton office:

Portfolio Client Executive (6 months FTC)

We will rely on you to:

  • Daily interaction with Sales Professionals / Insurers / Administrators / Clients regarding claims, underwriting and renewals
  • Ensure claims, underwriting and technical delivery standards are implemented and maintained
  • Ensure renewals is done timeously and agreed with Insurers within 60 days in advance
  • Ensure claims rejection is fair and in accordance with scope of cover
  • Facilitate the Audit process to ensure all gaps for risk is mitigated i.e adhere to CE and CFP Principles
  • Financial reporting (Budget and forecasting)
  • Responsible for Financial aspects, facilitation of the allocation of commissions with Finance to ensure accurate and timeous allocation. Generate statements and resolution of com queries
  • New and Expanded Business: Participate effectively in cross selling / upselling initiatives to assist the Team of Professionals to meet new / expanded sales targets and Retention of clients
  • Effective Retention of clients by building relationships, ensuring sla's are maintained and prompt resolution of escalations
  • Keep abreast with the local insurance markets.
  • Fostering of sound working relationships with other functional business units, Insurers, administrators and Sales
  • Adhere to all Marsh compliance policies, business practices and training requirements
  • Client Portfolio is managed effectively

What you need to have:

  • Minimum 5-year appropriate experience in the commercial client service environment
  • Minimum 2 years' experience in Specialist markets i.e Specialist liability, D & O, Cyber,
  • Relevant formal qualification
  • Must have RE 5, CPD as per requirement & Must be FAIS compliant as per DOFA
  • Fluent in English and Afrikaans
  • Excel, word and power point
  • Commercial Insurance Brokerage experience
  • Must have a valid driver's licence and reliable transportation

Marsh McLennan is committed to creating 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, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin colour, or any other characteristic protected by applicable law.



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