Client Executive at Marsh

Clients

• Know the client the client - Build and maintain strong relationships with decision makers at clients
• Manage insurance renewals including strategy development, timelines, renewal reports, presentations, insurance confirmation / issuing certificates and all other requirements to complete the renewal
• Provide advice on local insurance practices and regulatory insurance issues
• Understand the client’s business and risk profile, its products & services, developments, structure, financial position, culture, market position and goals
• Use this understanding of the client to determine client needs, build solutions & identify opportunities
• Ensure corrective action is taken as soon as possible where concerns are raised by clients
• Be alert to political or other developments that may affect the client relationship
• Provide prompt and accurate risk and technical advice & support to clients and internal colleagues
• Active involvement in client claims through to settlement

New and Expanded Business

• Participate effectively in cross selling / upselling initiatives and meet new / expanded sales targets
• Enlist the support of PO CEs and/or MCS leaders to identify & lead new multinational business opportunities
• Respond to RFPs (written and oral presentation) for MCS clients
• Be able to articulate to clients and prospects, the unique services and value of MCS

General
Follow the “rules of the road” protocols and use MCS tools including updating of information:

• Global Policy Digest
• Network Instructions
• NPT (follow and match payments from PO)
• Marsh Global Connect
• MarshForce
• Assist in achieving budgeted targets and expected team goals
• Adhere to all Marsh compliance policies, business practices and training requirements
• Credit control on client and insurer accounts to ensure prompt premium collection, payment and matching including monitoring of unallocated foreign cash & taking appropriate action
• Keep up to date with market and technical developments
• Responsible for full technical/placement/MCO function for accounts
• Responsible for leading the renewal strategy, working closely with Placement colleagues, for accounts >R100k. Provide invoicing instructions to MIT

Requirements:

• Meet FAIS Fit & Proper requirements
• Bachelor’s Degree / Insurance qualification (ACII or equivalent)
• 5 years’ experience in Commercial Insurance
• Excellent written and spoken English