General Summary:
Acts as primary contact for clients, in relationship to overall policy review, expanded services and coverages as well as renewals. The CA is responsible for staying abreast of changes in clients’ lifestyle that impact coverages, conducting annual reviews of clients’ insurance portfolios, negotiating with carriers based on detailed market knowledge and presenting and recommending risk management solutions. CA’s are also responsible for new business generation by obtaining referrals and expanding relationships with current clients.
Essential Functions:
Client
- Reviews client exposures, loss experience and current coverages and recommends appropriate product and services.
- Presents clients with accurate market data from appropriate resources to advise and counsel oncomplex risks.
- Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, over the phone or via email.
- Gathers information from client related to risk management needs, financial loss tolerance and evaluate and propose a variety of solutions to manage client’s risk.
- Creates and presents renewal proposals to existing clients and conducts annual interactive Client Advisory reviews where appropriate.
- Understands, introduces andleverages the services of PCS Specialty Practices areas, as appropriate, including surplus lines placements.Understands, introduces andleverages the services of PCS Specialty Practices areas, as appropriate, including surplus lines placements.
- Conducts Client Advisory Reviews via face to face meetings. On larger or more complex clients a manager/colleague will be present.
- Needs assistance with quoting coverages for existing clients.
- Needs assistance with cultivating opportunities from within their client’s centers of influence
Financial
- Responsible for new business development of assigned book of business through referrals and networking opportunities
- Builds relationships with clients, Marsh colleagues and centers of influence that facilitate asking for and receiving high quality referrals that become clients.
- Accountable for client retention through delivery of exceptional client service
- Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients and prospects, while conforming with all laws, regulations and requirements governing the insurance industry.
Operational Excellence
- Implements and maintains a quality service plan ensuring the accuracy of binders, policies, and other relevant documents.
- Communicates client’s risk solution and binding instructions to carriers.
- Manages client accounts receivables to ensure timely collection of premiums and payments to carriers.
- Utilizes the Applied system in an accurate and timely manner to enter and maintain all pertinent account information
- Ensures that all regulatory requirements are met and complies with all internal policies and procedures.
- Escalates internal and external service concerns that other clients may also be experiencing to appropriate departments for action and prevention of further client impact.
Qualifications
Education :
College degree preferred
Experience:
1-3 years of experience required. Previous personal insurance experience preferred
Knowledge and skills :
- Excellent verbal & written communication skills
- Ability to work well in a team environment
- Strong technical and computer skills (MS Office etc)
- Maintains confidentiality and professionalism
- Adheres to policies, practices & procedures
- Client service orientation with balance on managing expectations
Other requirements:
- Appropriate P&C License required
- Flexible to travel as client and company needs require
Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. We work with clients of all sizes to define, design, and deliver innovative solutions to better quantify and manage risk. We offer risk management, risk consulting, insurance broking, alternative risk financing, and insurance program management services to businesses, government entities, organizations, and individuals around the world. To every client interaction we bring an unmatched combination of deep intellectual capital, industry-specific expertise, global experience, and collaboration. Since 1871, clients have relied on Marsh for trusted advice, to represent their interests in the marketplace, make sense of an increasingly complex world, and help turn risks into new opportunities for growth. Our more than 30,000 colleagues work on behalf of our clients, who are enterprises of all sizes in every industry, and include individuals, multinational organizations, and government entities worldwide. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Visit www.marsh.com for more information and follow us on LinkedIn and Twitter @MarshGlobal
Marsh and its separately incorporated operating entities around the world are part of Marsh & McLennan Companies, a publicly held company (ticker symbol: MMC).
Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://www.mmc.com/. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at: www.mmc.com/diversity .
Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
Job Client Service
Primary Location US-NV-Las Vegas
Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
Req ID: LAS000BR