Senior Assistant II - Account Management/Broking
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. Marsh 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 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.
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 with 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
Benefits
- professional development opportunities
- supportive leaders
- vibrant and inclusive culture
- impact on colleagues, clients and communities
- range of career opportunities
- benefits and rewards to enhance your well-being
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
