Client Service Specialist

Marsh is seeking candidates for the following position based in Sydney office:

Client Services Specialist

What can you expect?

In this role you will support Employee Health & Benefits colleagues and clients in all aspects of administration and technical support through accurate, efficient, and timely responses to insurance transaction queries across the insurance life cycle. This is a 12 months Fixed term role with a view to become a permanent role.

Working under the umbrella of operations you will help drive the standardisation of processes and procedures, including driving timely and accurate production/processing of complex documents/information. You will provide legally compliant work to clients/insurers and enter 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?

• Interesting and diverse client portfolio.
• Leading training and development program.
• Professional environment where your career path really matters and is supported in our global organization.
• Successful, established corporate team with energetic and supportive colleagues.
• Genuine flexible work life balance

We will count on you to:

• Client/Member Policy Servicing and Management:
  • Ensure timely and accurate production/processing of client/member transactions and queries including but not limited to
  • Invoices and related policy documentation.
  • Premium and adjustment calculations and premium allocations.
  • Information and documentation for pre-renewal and broker meetings.
  • Draft policy wordings, endorsements and emails for Account Executives.
  • Renewal reports and insurance manuals as needed.
  • Maintain accurate and up to date records on all clients/members including policy  information completeness.
  • Certificates of currency.
  • Peer reviews and annual audit check of reviews.
  • Assist accounts/finance with allocation queries as and when requested.
  • Current and outstanding documentation follow ups.
  • Document and make available to colleagues fund specific business rules and
  • processes.
  • Assist with client/member reporting and end-of-month reconciliations as required.
  • Email and telephone enquiries and other duties as may be required from time to time and directed by management.
• Continuous Improvement Activities:
  • Suggest changes to business processes to improve processing efficiencies and/or team collaboration.
  • Identify system improvement opportunities for automation and raise with Team Leader.
  • Participate in testing of systems and/or system enhancements as required.
• Relationship Building/ Team Collaboration
  • Support the achievement of high levels of client satisfaction through effective administrative support to Account Executive colleagues.
  • Adopt a one team approach to ensure all relevant tasks are completed.
  • Actively contribute to a positive, productive, and cooperative working environment; actively participate in team meetings and performance development initiatives.
  • Provide mentoring, technical guidance and support to other colleagues to build knowledge and capabilities across the wider Employee Health & Benefits operations and broking team colleagues.
  • Build and maintain effective working relationships with insurers, clients and internal colleagues.
• Compliance
  • Possess a thorough understanding of all major classes of insurance which Employee Health & Benefits 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.
  • Adhere strictly to the Company's Quality practices and other systems and procedures.
  • Maintain and share up to date knowledge and understanding of relevant legislation, business rules, processes and practices; cooperate with internal/external audit reviews and represent Marsh on committees as required.
  • Maintain professional development activities.
  • Comply with Company policy for continuous professional development. Comply fully with the Company's Errors and Omissions avoidance policy.

What you need to have: 

• High School Certificate or equivalent
• Minimum Tier 1 ANZIIF Broking License
• Minimum 3 years’ experience in a similar client service/operational role, preferably in an insurance/life related field

What makes you stand out?

• Excellent communication skills (verbal and written).
• Strong administration and organizational skills.
• Sound knowledge of Microsoft office suite and a fast learner of other computerized systems.
• Ability to work under pressure and possess an understanding of the importance to meet deadlines through effective time management skills.
• Motivated self-starter focused on achieving results and able to work autonomously as well as be a team player.

About Marsh:

Marsh is the world’s leading insurance broker and risk adviser. With more than 45,000 colleagues advising clients in over 130 countries, Marsh serves commercial and individual clients with data-driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy, and people. With annual revenue of $23 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. For more information, visit marshmclennan.com, follow us on LinkedIn and X.

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 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.

At Marsh we recognise that our people have different priorities and commitments. We are passionate about providing an inclusive workplace that supports all our employees in managing those priorities, and we celebrate the diversity of all the family groups that make up our extended Marsh family. Marsh is proud to be an accredited Family Friendly Workplace, and a Work 180 endorsed employer. For information on the benefits and policies at Marsh visit www.work180.com and search “Marsh” under endorsed employers.

Applications will only be accepted from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a criminal record check prior to commencement of employment.