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Client Representative - FINPRO - Marsh - Philadelphia
Job Number:
25072349
Company Name:
Marsh & McLennan Companies, Inc. (MMC)
Job Location:
Philadelphia, PA US
Job Category:
Insurance
Client Representative - FINPRO - Marsh - Philadelphia
Title: Client Representative - FINPRO - Marsh - Philadelphia Location: PA-Philadelphia As the world's leading insurance broker and risk advisor, Marsh is devoted to finding the opportunity in risk. Companies look to us to help them navigate the daunting global risk landscape, seeing risks others don't and unlocking opportunities others can't. With 23,000 employees and annual revenues approaching $5 billion Marsh serves more clients in more industries worldwide than any firm in our industry. We are looking for talented professionals to join our team.
Marsh is seeking a Client Representative in our FINPRO group.
Provides service support to the client advisor, sales professional and client executive relating to the development and servicing of insurance brokerage and risk management accounts. * Handles routine inquires and transactions concerning clients. * With supervision, assists client advisor, client executives and sales professionals in developing underwriting specifications, preparing proposals, insurance summaries, reports and correspondence. * Prepares and maintains summary client insurance summaries under supervision of the client advisor or executive. * Reviews policies and initiates draft recommendations for coverage. * Coordinates and reviews billing and invoice materials, prepares invoices and certifications. * Prepares spreadsheets and other documents to support analysis of accounts. * May obtain rates from rating bureaus. * May assist in preparing proposals for client presentation and participate in group presentations. * Understands and complies with published Marsh Professional Standards and guidelines. Qualifications: * Previous general administrative experience required (more than 4 years of experience). * Appropriate insurance license preferred. * Good computer skills with speed of 50 wpm with minimal errors. * Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook) * Knowledge of PeopleSoft a plus. * Possess excellent written and oral communication skills, superior telephone etiquette. * Ability to work independently or within a team-based environment. * Ability to work in a fast-paced, dynamic environment with changing priorities. * Multi-task oriented. * Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines. * Willingness to expand knowledge and effectiveness in insurance and risk management by extended insurance education beyond continuing education requirements for licensing. * Above average verbal, written, and interpersonal skills to interact with associates at all levels of responsibility.
