Client Relationship Management

2 months ago

Sydney, Australia Marsh Full time

**Client Executive**

**What can you expect?**

**Client Executive** is responsible for contributing to business growth objectives of Marsh by development of new business and retention of existing business, specifically in nominated accounts within the Strata team. While servicing a portfolio of accounts as allocated by the Client Manager or other senior manager within the function, ensuring high quality customer service.

**What is in it for you?**
- Leading training and development program
- Brand new agile workspace
- Professional environment where your career path really matters and is supported in our global organization
- Excellent career diversification opportunities
- Great team environment with energetic and supportive colleagues

**We will count on you to**:
**Collaborating and Partnering for Client Value**:

- Assist in the maintenance of a portfolio of clients and providing front line client service in respect of those accounts
- Implement renewal and broking strategies in accordance with instructions received from Client Managers or other senior managers while liaising with claims staff to ensure clients’ interests are protected
- Assist Client Managers or other senior managers with the design, development, implementation, management, and coordination of insurance programs for clients
Develop and maintain meaningful working relationships with insurers

**Inspiring with Operational Excellence**
- Ensure the completion of activities delegated by Client Managers or other senior managers within determined parameters
- Provide high standard of client servicing and portfolio management and plan client strategy with Client Managers or other senior managers Manage client expectations and provide education guidance as required
- Contribute constructively to broker meetings
- Maintain broad understanding of Strata Insurance Market, competitors, issues, and legislation effecting the industry

**Satisfying and reaching with new technologies**
- Ensure compliance of systems and processes with the Financial Services Reform Act and relevant legislation
- Ensure documentation is issued in accordance with our compliance requirements and SLA’s including timeframes
- Undertake Professional Development activities and achieve at least 25 CIP/CPD points annually
- Undertake appropriate activities to achieve/maintain RG 146 compliance including maintaining own record of CIP/CPD accredited training

**Sharing Knowledge through Data and Analytics**
- Input client information into organisations business systems to enable tracking of client invoices and payments
- Gather client information to support renewal documentation
- Ensure appropriate information flow with management so the correct people are kept informed, and expectations are well managed both internally and externally
- Monitor and manage service delivery across new business quoting, renewals, and claims

**What you need to have**:

- ** Tier 1 qualification**
- 3+ years insurance industry experience
- Broad knowledge of customer service standards
- Extensive knowledge of Strata Insurance Products and Services
- Technical Insurance/Broking skills in accordance with **RG 146 requirements** including:

- Insurance products
- Legislative obligations
- Claims processes and claims broking
- Excellent organisational skills and ability to prioritise workloads and work to tight deadlines
- Excellent communication and numerical skills and proven track record to provide a high level of customer service
- Flexible and team player - develops close partnerships with onshore and offshore colleagues
- Proficiency in PowerPoint, Word and Excel

**About Marsh**:
**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.

**Marsh McLenna**n 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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