Account Representative
Company:
Marsh
Description:
Marsh seeks a talented and driven commercial lines insurance professional for our open Account Representative opportunity in Dallas, TX. This position collaborates with Account Executives and Client Executives managing the day-to-day activities to support client accounts.
What can you expect?
- This position is critical to successfully support complex or high-yield commercial client accounts
- Work alongside highly experienced colleagues to gain experience and skillsets for professional growth
- You will receive on the job, computer-based training to be successful and productive in this role
What is in it for you?
- A company with a strong brand and strong results to match
- Culture of internal mobility, collaboration, and valued partnership with HR from the business.
- Employee Resource Groups, which provide access to leaders, relevant volunteer, and mentoring opportunities, and interactions with counterparts in industry groups and client organizations.
- Competitive pay, Full benefits package - starting day one (medical, dental, vision, life insurance, generous 401k match, AND contribution).
- Flexible work opportunities for work/life balance
- Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan
We will Count on you to:
- Assist with the account work for a team of Client Executives by supporting transactions for complex or high-yield accounts.
- Communicate frequently with Brokers, Client Executives, Client Representatives, and internal stakeholders and independently draft and send correspondences for circulation.
- Maintain the account management system and software; ensure all posted information is accurate and timely and is accountable for the overall functionality and performance of the system for team use.
- Complete all filings and documentation necessary for account work and compliance purposes in accordance with Company standards and coordinate with internal and external stakeholders to acquire necessary information or documentation to complete filings and processing.
- Independently coordinate and organize large ad-hoc or reoccurring events including managing communications, creating the agenda, logistics, and managing a budget.
- Draft and review presentations or deliverables for account work to ensure all content is accurate, and appropriately relay and address all necessary topics or concerns.
- Conduct and collect satisfaction surveys for all existing team accounts and develop reports to relay results to the Client Executives.
- Be responsible for accounting matters, reconcile Accounts Receivable with Accounting differences and follow up on all accounting-related gaps or issues until they are resolved.
What you Need to Have:
- Minimum three years of commercial lines insurance experience servicing client accounts
- Active Property & Casualty License for the state of Texas
- MS Office proficiency (Word, Excel, Outlook, PowerPoint)
- Previous experience in a fast-paced office environment
- Must be detail-oriented and a quick learner
- Excellent organizational and multitasking ability
- Must possess strong communication skills
What Makes You Stand Out?
- Bachelor's Degree
- Previous experience in billing, systems, and procedures
- Good problem-solving skills
- Ability to work in a team environment
Marsh is the world's leading insurance broker and risk adviser. With over 35,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data-driven risk solutions and advisory services. Marsh is a business of Marsh & McLennan Companies (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy, and people. With annual revenue approaching US $17 billion and 76,000 colleagues worldwide, MMC helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. Follow Marsh on Twitter @MarshGlobal; LinkedIn; Facebook; and YouTube, or subscribe to BRINK.
Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
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