Account Executive

6 days ago

Perth, Australia Marsh Full time

Prime responsibility
- Manage a portfolio of large to medium corporate accounts, ensuring high quality customer service is provided at all times.
- Coordinate, manage and develop support staff including Account Executives, Assistant Account Executives and any support staff through clear and effective communication, delegation and performance management.
- Consistently attain set revenue and expense budgets.
- Implement Client First Principles across the portfolio of clients

Accountabilities

Account and Team Management
- Meet and exceed service standards agreed in the client’s service agreement;
- Consistently meet and exceed revenue and expense budgets;
- Develop and maintain effective long term relationships with key client decision makers and frequently monitor political, management and other changes within the client organisations to preserve and protect the Company's relationship with the client;
- Take a pro-active approach to all aspects of account management and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards; (Client First Principles)
- Monitor the accuracy and performance of subordinates and, where necessary, take the necessary corrective action to ensure that performance and services continue to meet client and Company expectations;
- Implement successful account retention and defence strategies;
- Maintain an awareness of all large and potentially complicated claim related matters and assist claims personnel in the negotiation of equitable claim settlements on behalf of clients;
- Engage with and manage all internal stakeholders in delivering ‘all of Marsh’ to your client base
- Develop and maintain meaningful working relationships with insurers through regular contact and liaison;
- Maximise utilisation of Marsh’s national and global resources;
- Possess a thorough understanding of all major classes of insurance which the Company offers to its clients and keep abreast of all new technical and product developments;
- 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 and keep abreast of all new developments.

Administration and Technical

Ultimate responsibility for the timely and accurate production, processing and delivery (via March Client Operations where required), of client related:
- invoices and related policy accounting documentation;
- quotation and placing slips;
- premium and adjustment calculations;
- information and documentation for Pre-Renewal and Broking meetings;
- policy wordings and endorsements;
- renewal reports and insurance manuals;
- certificates of currency;
- up to date computer system records;
- current and outstanding documentation follow ups;
- all other documentation.
- Adhere strictly to the Company's compliance systems and procedures;
- Ensure all activities fully comply with the Company's Errors and Omissions policy;
- Support related/nominated lines and portfolios of other Senior Account Executives/Principles during their temporary absences from the office based on knowledge of and experience with the relevant line or portfolio;
- Other duties as may be required from time to time.

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