The Role
Supports insurance account management for financial institutions, real estate funds, hotels, and related clients. Responsibilities include renewal notices, application and invoice preparation, policy review and distribution, contract changes, customer inquiries, and coordination with sales staff, insurers, and overseas Marsh offices. The role requires insurance brokerage or property and casualty insurance experience, strong communication and administrative skills, and preferably basic English reading and writing for email correspondence.
Summary Generated by Built In
Company:Description:
【部署概要】
- 金融機関・不動産ファンド・ホテル業界等 のリスク(不動産の毀損リスク、さまざまな賠償リスクなど)に対して必要となる保険の提案・手配を行うチームです。主な顧客は、J-REIT、不動産ファンド、PEファンド、アセットマネジメント会社、金融機関等。
- 金融業界(特に不動産投資関連)に特化したチームのため、保険業界の知識を身に付けると共に、不動産投資業界の周辺知識も身に付けることができます。また、保険知識については、特に火災保険・賠償保険の契約が多く、深い専門的な知識を身に付けることができます。
We will count on you to【業務内容】
- 保険契約の満期案内(メール)
- 申込書類・請求書作成
- 発行された証券の内容確認、発送
- 既存契約のメンテナンス(変更手続き等)
- 保険契約に付随するお客様からのお問い合わせ対応
- 営業社員/保険会社との連携(メール/電話)
- 海外マーシュオフィスとの連携(メール中心)
What you need to have【必須条件】
- 営業/内勤営業/営業事務・サポート いずれかの経験
- 損害保険業界および保険ブローカーでの経験
- 高いコミュニケーションスキル
- 高い事務処理能力
What makes you stand out【その他望ましい経験やスキル】
- 基本的な英語力 Reading/Writing(主にEmail)ができると尚可
Skills Required
- Experience in sales, inside sales, sales administration, or sales support
- Experience in the property and casualty insurance industry and/or insurance brokerage
- Strong communication skills
- Strong administrative and document-processing skills
- Basic English reading and writing skills, primarily for email
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The Company
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].









