Client Fiduciary Specialist

Guy Carpenter•Edina, MN

3d•$73,600 - $132,500•Hybrid

About The Position

This role will be based in Edina, MN. This is a hybrid role that has a requirement of working at least three days a week in the office. This position includes efficiently managing cash allocation and collections while resolving discrepancies through collaborative partnerships with market, client, and external teams, supporting CSS NA Managing Director in enhancing process efficiencies and upholding fiduciary metrics and SLA standards.

Requirements

3+ years of office experience in related industries such as primary insurance, claims, underwriting, or financial services, with a bachelor’s degree in accounting or a related field.
Proficient in Word, Outlook, and Excel, with strong attention to detail and the ability to manage workload effectively under regular supervision.
Excellent communication and negotiation skills, both written and verbal, with a positive attitude and a commitment to delivering superior client service while promoting the Guy Carpenter brand.
Demonstrated ability to work collaboratively in a high-performance team, quickly assess problems, offer effective solutions, and make sound judgments with guidance, escalating issues to management when necessary.

Nice To Haves

Prior experience with reinsurance
Ability to analyze data utilizing Excel.
Knowledge of reinsurance principles, regulatory controls, and business trends.

Responsibilities

Meet stated targets or document business circumstances; provide detailed transaction narratives for MMC audits of unapplied cash.
Allocate funds (including cross‑allocations, offsets, and urgent special requests) without causing funding issues; review LAPS and act accordingly.
Fulfill timely client and urgent market requests, including urgent collections and special payment arrangements, while ensuring proper documentation and no funding disruption.
Manage banking setup and transactions with appropriate supporting documentation; obtain and submit banking details as required.
Collect all open balances for clients and markets, including CAT and high‑dollar claims; document business circumstances for any nonpayment.
Establish collaborative partnerships with market, client, broker, and external teams and follow established workflow guidelines consistently (input narratives, run marking group, assist with collateral work, and attend weekly NA Fiduciary huddles).