Client Support Specialist (Team Leader)

Reposted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
Entry level
Professional Services • Consulting
The Role
Supports Client Executives and Brokers with insurance policy placement, client onboarding, system setup, documentation, renewals, policy servicing, and insurer communications. The role maintains accurate broking-system records, coordinates workflow with servicing teams, prepares quotes and policy documents, processes authorizations and distributions, and resolves fiduciary-related queries. Success requires strong organization, communication, attention to detail, and the ability to manage competing priorities under deadlines.
Summary Generated by Built In
Company:Marsh Corporate

Description:

We are seeking a talented individual to join our Placement team at Marsh. This role will be based in the Philippines. This is a hybrid role that has a requirement of working at least three days a week in the office.


As a Client Support Specialist Team Leader, you will manage the team who provide support to Client Executives and Brokers with the placement of policies and the delivery of client service excellency. Your team will help manage client on-boarding, placement administration and policy servicing, while contributing to internal targets for error reduction, quality checking and processing.


We will count on you to:

  • Manage and lead the team in supporting client on-boarding by arranging system set-up, monitoring due diligence activities and liaising with country business teams
  • Direct the team fully assist Client Executives and Brokers with broking system set-up, placement administration and document filing
  • Guide the team prepare quotes, contracts, agreements, bids and endorsement documentation using standard templates
  • Ensure the team review renewal reports, confirm required risks and premium details, and support renewal readiness with the Client Executive
  • Maintain accurate records of negotiations and communications with clients and insurers in the broking system
  • Assist the team to coordinate workflow into policy servicing teams, provide clear direction through work requests and support timely resolution of queries
  • Ensure timely authorisation and distribution of documentation, including debit notes, invoices and evidence of cover by the team
  • Support fiduciary-related queries and liaise with insurers, clients and internal teams where required
  • Ensure the smooth delivery of the above support functions by managing team resource

What you need to have:

  • Track record in leading and managing similar teams or groups
  • Well-developed organisational skills with the ability to manage competing priorities
  • Well-developed interpersonal skills and the ability to work effectively with country business teams, clients and insurers
  • Ability to support and manage team members career development and skillsets
  • Ability to work under pressure and meet deadlines
  • High attention to detail and a commitment to checking documentation accurately
  • Strong written and verbal communication skills

What makes you stand out:

  • Experience in client executive support, placement support or underwriting support
  • Strong understanding of the business needs of client executives including policy servicing, renewal processing or fiduciary-related queries
  • Experience working with broking systems or digital placement platforms

Why join our team:

  • Opportunity to further develop leadership capabilities
  • We help you be your best through professional development opportunities, interesting work and supportive leaders
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being

Marsh (NYSE: MRSH) is 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, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to creating 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.

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.

Skills Required

  • Strong organizational skills and ability to manage competing priorities
  • Strong interpersonal skills and ability to work effectively with business teams, clients, and insurers
  • Ability to work under pressure and meet deadlines
  • High attention to detail and commitment to accurate document checking
  • Strong written and verbal communication skills
  • Experience in client executive support, placement support, or underwriting support
  • Familiarity with policy servicing, renewal processing, or fiduciary-related queries
  • Experience with broking systems or digital placement platforms
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The Company
HQ: New York, New York
9,026 Employees

What We Do

Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 7,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC].

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