Account Specialist

Company:Marsh

Description:

The opportunity
Marsh is seeking an Account Specialist to join our Operations team in Cape Town. This role sits at the heart of our client value proposition—supporting client servicing and placement teams to deliver efficient, accurate, and timely renewal and servicing outcomes.

You’ll be part of a collaborative team that values quality, efficiency, and outstanding results. If you are detail-oriented, thrive in a fast-paced environment, and enjoy working across multiple stakeholders and systems, this is an excellent opportunity to build a long-term career within Marsh.

What’s in it for you

• Learn new skills and gain exposure to evolving tools and technology
• Work across multiple business lines (within specific segments) across the region
• Deliver high-quality outcomes that contribute to client engagement, retention, and revenue impact
• Access internal development opportunities and career growth pathways
• Be part of a key strategic initiative: Operations Excellence
• Focus on quality and efficiency in a role that is not sales-driven

Key responsibilities
Working closely with client servicing (CEs), placement, and operations teams, you will:

Client renewal and servicing support

• Assist with gathering, formatting, and preparing renewal information, presentations, proposals, and required documentation
• Coordinate timelines and workflow to ensure delivery against renewal and servicing milestones
• Manage and record client and carrier communications in shared repositories to ensure timely follow-up
• Create, collect, maintain, and track renewal documents; report on open items
• Capture and maintain accurate records and data entry in relevant systems to support data quality for benchmarking, analytics, and insights
• Maintain the CE checklist and ensure documentation is correctly labeled and filed in line with Client First Principles

Operational excellence and stakeholder coordination

• Organize, plan, and monitor efficient communication with internal and external stakeholders
• Identify opportunities to improve operational processes and ways of working
• Maintain awareness of Marsh compliance, professional, and transparency standards
• Maintain a solid understanding of core insurance procedures and related legislation

Renewal meeting and placement process support (PRISM/RSM)

• Support planning for PRISM (Pre-Renewal Internal Strategy Meeting): obtain documentation from internal teams, clients, and insurers
• Attend PRISM and RSM meetings; circulate actions and track progress
• Update slips, gather updated client exposure data, perform claims analysis, and e-file documents
• Finalize submission documents and incorporate CE feedback for Renewal Strategy Meetings
• Prepare quote slips (ET2/manual), coordinate submission to placement teams, and record insurer responses in ET2
• Analyze and prepare draft Financial and Coverage Comparisons (FCC) for client team review
• Generate NDAs as required and capture client confirmation
• Prepare/update placing slips, follow up on signed slips, and review certificates obtained from insurers (DocuSign)
• Track and perform first checks on policy and invoice documentation; coordinate review with placement and client teams (ET2/RISCS/Jira/DocuSign)
• Request and collate invoices/statements for submission to clients; support credit control (premium and fees)
• Monitor and track subjectivities with client teams
• Manage non-premium endorsements, including tracking and issuance of endorsements, invoices, and certificates (ET2/SharePoint/iConnect)

What you need to have

• Strong attention to detail and commitment to accuracy
• Ability to multi-task, prioritize effectively, and meet deadlines
• Proficiency in Microsoft Word, PowerPoint, and Excel; comfortable working across multiple applications
• Aptitude for / understanding of core Marsh technologies such as MarshForce, Eurosys, RiSCS, ET2, DocuSign, MShare, and Jira
• Strong communication skills and confidence working with distributed teams
• Excellent time management and ability to work independently in a collaborative environment

What will make you stand out

• Bachelor’s degree
• Experience within the insurance sector and/or in a client service environment
• Strong relationship-building skills and a collaborative mindset
• Open-minded, curious, and able to learn quickly

Marsh is committed to building a diverse, inclusive, and flexible workplace. We welcome applications from all qualified candidates.

Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing 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 color, or any other characteristic protected by applicable law. We are also committed to providing reasonable support to any candidate with a disability to allow them to fully participate in the recruitment process. We welcome candidates to contact us at [email protected] to discuss any specific needs.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.