Client Service Specialist

**Client Service Specialist.**

**PRIMARY RESPONSIBILITY**

In this role you will support colleagues and clients in all aspects of administration and technical support through the accurate, efficient and timely production of all policy and related documentation across the insurance life cycle.

Working under the umbrella of operations you will help drive standardisation of processes and procedures. This includes providing legally compliant work to the client and entering accurate information into all Marsh IT Applications, enabling the delivery of analytical statistics. You will assist in upskilling non client facing operations colleagues with additional product and client knowledge.

**What is in it for you?**
- Professional environment where your career path really matters and is supported in our global organisation.
- Great team environment with energetic and supportive colleagues.
- Genuine work life balance.

**In this role you will be responsible for**:

- Consistently use the required IT Applications to maintain compliance, accuracy and workload, contributing to resource allocation and process improvement.
- Ensure timely and accurate production/processing of client transactions including but not limited to:

- Invoices and related policy accounting documentation.
- Quotation and placing slips.
- Premium and adjustment calculations.
- Information and documentation for Pre-Renewal and Broking meetings.
- Draft policy wordings and endorsements for Senior Account Executive / Principal.
- Renewal reports and insurance manuals.
- Certificates of currency.
- Current and outstanding documentation follow ups.
- All other documentation.
- Support the achievement of high levels of client satisfaction through effective administrative support to Account Executives and Senior Account Executives.
- Support effective working relationships with clients and insurers as required by A/C Executive/Senior A/C Executive.
- Ensure that accurate up to date records on all clients are maintained at all times.
- Possess a thorough understanding of all major classes of insurance which the Company offers to its clients.
- Possess a thorough working knowledge of all aspects of the Insurance (Agents & Brokers) Act, Insurance Contracts Act, Fire Services Levy, Stamp Duties, Worker's Compensation and other relevant legislation.
- Acquire and maintain an awareness of the client's business and insurance needs, noting all briefing information provided by senior servicing and broking managers.
- Develop and maintain a basic understanding of the core aspects of relevant Insurance and related legislation.
- Adhere strictly to the Company's Quality practices and other systems and procedures.
- Comply fully with the Company's Errors and Omissions avoidance policy.
- Other duties as may be required from time to time.

**Key Competencies**
- ** Collaboration** - Acts as a connector between Broking and Operations, bring colleagues together to bring the best of the enterprise to client solutions.
- ** Initiative** - Seeks out and acts on opportunities and calculated risks. Demonstrates a willingness to take on increased responsibilities and displays the ability to act independently with mínimal yet appropriate reference back to manager/supervisor.
- ** Productivity & Efficiency** - The efficient and timely completion of routine and assigned tasks to support internal and external client demands and the implementation of major projects.
- ** Technology** - Understands and effectively applies the Company’s specialised technology resources to meet objectives and satisfy client needs.
- ** Organisation** - Considers future client needs and plans accordingly to make available sufficient resources. Consistently operates with a highly self-organised style to produce accurate work on time; organises group tasks and resources on behalf of the team; efficiently implements instructions delegated by manager/supervisor; produces work with the confidence of manager/supervisor.
- ** Communication** - Conveys written and verbal messages effectively to various audiences, adapting approach as appropriate. Displays sound listening and comprehensive skills.
- ** Innovation** - Develops new and alternative approaches to existing practices, creates new or improved processes, solutions, products and services. Maintains an openness to experiment with alternative approaches.

**Educational Requirements & Experience**:

- High School Certificate or equivalent.
- Minimum Tier 1 ANZIIF Broking Licence.
- Minimum 3 years’ experience in a similar broking/operational role, preferably in an insurance related field.

**About Marsh**:
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, gender identity or any other characteristic protected by applicable la