Senior Assistant II - Account Management/Broking

Marsh McLennan•Austin, TX

1d•Hybrid

About The Position

This role will support the client support team by coordinating policy renewals, preparing documents, managing communications, and ensuring timely follow-up, while adhering to Marsh’s compliance and transparency standards. The role is based in Austin, Texas and is a hybrid role requiring at least three days a week in the office.

Requirements

High school diploma
Intermediate proficiency in Microsoft Excel, PowerPoint, and Outlook, including basic formulas and pivot tables
Strong organizational and time management skills to handle multiple accounts and meet deadlines independently
Excellent communication skills for effective collaboration with remote client teams
Detail-oriented with the ability to multitask, conduct research, and ensure accurate information delivery

Nice To Haves

Active Property & Casualty (P&C) License preferred; If not held must be obtained within one year (Company Sponsored)
Bachelor’s degree
1+ years of experience in a professional services environment
Experience in Commercial Lines Insurance
Strong understanding of industry practices and client service standards

Responsibilities

Collaborate directly with our client support team to provide outstanding service to our clients
Assist client support team members with gathering and formatting client renewal information, presentations, proposals, and other documents that are required when a client’s policy renews
Work closely with the supported colleagues for timeline coordination within a client’s renewal
Manage and record client and carrier communications in a shared document repository to ensure timely follow up and review by the client team
Assist with the creation or maintenance of policy renewal documents and report on open items
Remain current by understanding and following all Marsh compliance, professional, and transparency standards