Portfolio Client Executive
2 days ago
About the Role:
ZA002 Marsh Africa (Pty) Ltd is seeking a skilled Portfolio Client Executive to join our team in the Sandton office. As a key member of our team, you will be responsible for delivering exceptional client service and driving business growth.
Key Responsibilities:
- Develop and maintain strong relationships with clients, ensuring their needs are met and exceeded.
- Manage client portfolios, ensuring timely renewals and effective risk management.
- Collaborate with sales professionals, insurers, and administrators to deliver seamless client experiences.
- Ensure compliance with regulatory requirements and internal policies.
- Provide financial reporting and analysis to support business decisions.
- Identify opportunities for cross-selling and upselling, driving business growth and revenue.
- Stay up-to-date with local insurance markets and trends, ensuring our clients receive the best possible advice.
Requirements:
- Minimum 5 years of experience in commercial client service environment.
- Minimum 2 years of experience in specialist markets, such as liability, D&O, or cyber.
- Relevant formal qualification.
- Must have RE 5, CPD, and FAIS compliance.
- Fluent in English and Afrikaans.
- Excellent Excel, Word, and PowerPoint skills.
- Commercial insurance brokerage experience.
- Valid driver's license and reliable transportation.
About Us:
Marsh McLennan is committed to creating a diverse, inclusive, and flexible work environment. We value diversity and believe that a diverse workforce is essential to our success.
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