Senior Account Executive, FINPRO Corporate

Reposted Yesterday
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Eagle, ID
In-Office
Senior level
Fintech • HR Tech • Insurance • Consulting
The Role
The Senior Account Executive will manage and grow financial lines client portfolios, ensuring strong relationships, risk management, and business development, while mentoring junior staff.
Summary Generated by Built In
Company:Marsh

Description:

Senior Account Executive, FINPRO Corporate – Brisbane

We are seeking a dedicated and experienced Senior Account Executive to join our esteemed FINPRO Corporate team based in Brisbane. In this role, you will play a pivotal part in maintaining and growing our financial lines client portfolio.

Your primary responsibility will be to cultivate strong client relationships and provide exceptional client service, including ongoing client engagement, meticulous risk and insurance program administration, provision of technical expertise, and active participation in business development initiatives. You will also collaborate closely with various departments within Marsh.

What’s in it for you?

  • Engagement with high-profile accounts, offering invaluable exposure.
  • A professional environment where your career progression is genuinely valued and actively supported within our global organization.
  • Access to a top-tier training and development program.
  • A vibrant team environment filled with enthusiastic and supportive colleagues.
  • Authentic work-life balance, fostering well-being and productivity.

Key Responsibilities:

  • Maintain and nurture a financial lines client portfolio.
  • Develop and maintain strong client relationships by proactively understanding and responding to their needs.
  • Implement renewal and broking strategies tailored to client requirements.
  • Liaise with the Claims team to safeguard client interests and ensure timely claims settlement.
  • Foster sound working relationships with insurers and participate in negotiations.
  • Oversee renewals, credit control, and reporting for the client portfolio.
  • Identify and act upon new business opportunities, whether new or expanded.
  • Introduce new products or broader policies when appropriate.
  • Adhere strictly to company policies, quality practices, and established systems and procedures.
  • Comply fully with the Company’s Errors and Omissions avoidance policy.
  • Collaborate with Marsh Client Operations (MCO) to ensure timely and accurate document production, reporting, and processing.
  • Mentor and support the development of Assistant Account Executives and Account Executives.
  • Perform other duties as required.

Qualifications and Skills:

  • Insurance Experience: Minimum of 3 years in general or financial lines insurance broking.
  • Communication: Clear and effective communication skills.
  • Autonomous Work: Ability to work independently within a multi-skilled team.
  • Pressure Management: Proven ability to thrive under pressure, manage workloads, meet deadlines, and manage time effectively.
  • Client Focus: Strong dedication to client service, with a knack for anticipating and exceeding client needs.
  • Self-Motivation: Results-oriented with exceptional attention to detail.
  • Problem-Solving: Skilled in problem-solving and creative thinking.
  • Confidentiality: Handles sensitive and confidential information with discretion.
  • Administration: Sound business administration skills.
  • Software Proficiency: Intermediate knowledge of Microsoft Suite and ability to quickly adapt to new systems.

Educational and Professional Requirements:

  • Insurance Qualification: Holds a Tier 1 Insurance Broking qualification or higher.
  • Compliance Training: Completed company-directed compliance training.

Key Competencies:

  • Client Service: Deliver excellent technical, administrative, and consulting support to clients, focusing on client needs and high-quality work.
  • Change: Understand factors impacting service delivery, including environmental, financial, regulatory, and social influences. Familiarity with internal company technological capabilities is essential.
  • Working Relationships / Teamwork: Maintain effective relationships with colleagues, clients, and industry segments. Contribute to team success and support team goals.
  • Planning and Organization: Establish effective plans to ensure efficient and timely work completion.
  • Drive & Self-Motivation: Proactively seek and act on opportunities and calculated risks. Demonstrate willingness to take on increased responsibilities and act independently with appropriate managerial reference.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.Marsh McLennan 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 McLennan 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 McLennan 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.

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The Company
HQ: New York, NY
78,000 Employees
Year Founded: 1871

What We Do

Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries.

Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity.

Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics.

Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people.

Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society.

Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.

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