Account Executive

Overview

We are seeking a talented individual to join the Discretionary Trust team at JLT (a Marsh business). The role is based in the Adelaide – Frome office, with a hybrid working arrangement requiring at least three days per week in the office.

Responsibilities

• Assist the Senior and Principal Account Executives in all aspects of client services, including client contact, administration and technical support.
• Support brokers and clients with alternative risk finance solutions and discretionary trusts; manage accounts, provide advice and administer plans.
• Address broker and customer inquiries accurately, identify service trends and oversee trust renewals.
• Provide day-to-day client service and account management across various solutions to enhance service quality and retention.
• Support business growth by servicing existing accounts and assisting the new business team and client executives in expanding the trust portfolio.
• Develop and maintain long-term relationships with key client decision makers through regular meetings.
• Understand clients\' business, risk management and insurance needs.
• Implement renewal and broking strategies as instructed.
• Assist with account retention and defence strategies.
• Help develop additional business from existing portfolios and acquire new clients.
• Introduce new products aligned with company strategies to benefit clients.
• Support claim negotiations to achieve fair settlements for clients.
• Ensure timely and accurate documentation, quotations and premium calculations.
• Maintain accurate, up-to-date client records in accordance with company principles.

Qualifications

• Tier 1 qualification
• MIS Compliant or willingness to obtain
• Demonstrated experience within the insurance industry
• Excellent communication and interpersonal skills
• Proficient Excel skills
• Ability to produce a high standard of work, demonstrating accuracy and attention to detail
• Good analytical skills

Benefits and Why join Marsh

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Other requirements

Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencement of employment.

About Marsh

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

Equality, Diversity and Inclusion

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Hybrid work arrangement

Marsh McLennan 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 McLennan 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.

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