Client Representative Energy - Marsh - Calgary, Auckland in Auckland, Auckland

Title: Client Representative Energy - Marsh - Calgary
Location: Canada-AB-Calgary
Other Locations:
Marsh, a global leader in insurance broking and risk management, teams with its clients to define, design, and deliver innovative industry-specific solutions that help them protect their future and thrive. It has approximately 26,000 colleagues who collaborate to provide advice and transactional capabilities to clients in over 100 countries. Marsh Canada Limited has 1,100 employees and offices in 13 cities across Canada. Marsh is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), a global team of professional services companies offering clients advice and solutions in the areas of risk, strategy, and human capital. With 53,000 employees worldwide and annual revenue exceeding $11 billion, Marsh & McLennan Companies is also the parent company of Guy Carpenter, a global leader in providing risk and reinsurance intermediary services; Mercer, a global leader in human resource consulting and related services; and Oliver Wyman, a global leader in management consulting. Follow Marsh on Twitter @Marsh_Inc.
The Client Representative contributes to the growth of revenue by assisting in the design of insurance solutions to meet client needs.
Essential Functions:
• Prepares underwriting specifications and evaluates quotes from underwriters.
• Assists in producing client proposals, analysis and presentations as required.
• May develop account income forecasts, monitor budgetary functions and billing activities.
• Manages the billing and receivable activity on assigned accounts.
• Interacts regularly with senior level managers, clients and underwriters.
• Participates in client meetings and group presentations.
• Reviews policies and initiates draft recommendation for coverage.
• Request changes from underwriters.
• Develops, monitors, updates and ensures compliance with Renewal Action Plan.
• Provides assistance with coverage questions and program adjustments; solves problems regarding client account issues.
• Capable of independently servicing a limited number of less complex accounts, acting in a Client Executive/Marketer capacity.
• Provides direction, coaching and mentoring to Insurance Assistants and administrative staff, with feedback on performance.
• May manage the certificate and auto ID process.
• Complies with Marsh Excellence and Professional Standards to ensure quality service to all clients.
• Post-secondary education or equivalent work experience, with a minimum of 4 years progressive Client Representative experience.
• Holds appropriate license.
• Has a solid understanding of basic property/casualty insurance principals.
• Good computer skills with proficiency in email, word processing and spreadsheet software as well as working knowledge of presentation software.
• Excellent verbal and written communication skills.
• Results oriented with a strong customer service focus.
• Ability to work independently or within a team-based environment.
• Strong organizational skills in prioritizing work, multi-tasking and consistently meeting deadlines.
Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, pension and 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 employers
Location
Auckland
Company
Marsh
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