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Portfolio Client Executive

2 months ago

Johannesburg, Gauteng, South Africa ZA002 Marsh Africa (Pty) Ltd Full time

About the Role:

ZA002 Marsh Africa (Pty) Ltd is seeking a highly 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 and accurate claims processing, underwriting, and renewals.
  • Collaborate with sales professionals, insurers, and administrators to ensure seamless service delivery.
  • Ensure compliance with regulatory requirements and company policies.
  • Provide financial reporting and analysis to support business decisions.
  • Identify opportunities for cross-selling and upselling, driving business growth and retention.
  • Stay up-to-date with local insurance markets and industry trends.

Requirements:

  • Minimum 5 years of experience in commercial client service environment.
  • Minimum 2 years of experience in specialist markets, such as liability, D&O, and cyber.
  • Relevant formal qualification.
  • 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.