Marsh & McLennan Companies

Account Representative

Posted on: 14 Apr 2021

Dallas, TX

Job Description

Marsh seeks a talented, energetic and driven commercial lines insurance professional for their open Account Representative opportunity in Dallas, TX. This role coordinates and executes day-to-day customer service and quality account management, coordinating across all solution sets to provide the best level of service for the client. You will service an existing book of business for multiple products, with a focus on increasing account retention.

What can you expect?

* This position is critical to successfully support complex or high-yield commercial client accounts

* Work alongside highly experienced colleagues to gain experience and skill sets for professional growth

* You will receive on the job, computer based training to be successful and productive in this role

What is in it for you?

* A company with a strong brand and strong results to match

* Culture of internal mobility, collaboration and valued partnership with HR from the business.

* Employee Resource Groups, which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations.

* Competitive pay (salary and performance bonus potential), Full benefits package starting day one (medical, dental, vision, life insurance, generous 401k match AND contribution).

* Flexible work opportunities for work/life balance

* Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan

We will Count on you to:

* Assist with the account work for a team of Client Executives by supporting transactions for complex or high-yield accounts.

* Assist the sales team and client executives in growing the book of business.

* Communicate frequently with Brokers, Client Executives, Client Representatives and internal stakeholders and independently draft and send correspondences for circulation.

* Maintain the account management system and software; ensure all posted information is accurate and timely and is accountable for the overall functionality and performance of the system for team use.

* Complete all filings and documentation necessary for account work and compliance purposes in accordance with Company standards and coordinate with internal and external stakeholders to acquire necessary information or documentation to complete filings and processing.

* Independently coordinate and organize large ad-hoc or reoccurring events including managing communications, creating the agenda, logistics and managing a budget.

* Draft and review presentations or deliverables for account work to ensure all content is accurate, and appropriately relay and address all necessary topics or concerns.

* Conduct and collect satisfaction surveys for all existing team accounts and develop reports to relay results to the Client Executives.

* Be responsible for accounting matters, reconcile Accounts Receivable with Accounting differences and follow up on all accounting related gaps or issues until they are resolved.

What you Need to Have:

* Bachelors Degree

* Minimum five years of commercial lines insurance experience servicing client accounts

* Active Property & Casualty License for the state of Texas

* MS Office proficiency (Word, Excel, Outlook, PowerPoint)

* Previous experience in a fast-paced office environment

* Must be detail oriented and a quick learner

* Excellent organizational and multitasking ability

* Must possess strong communication skills

What Makes You Stand Out?

* Previous experience in billing, systems and procedures

* Good problem solving skills

* Ability to work in a team environment

Marsh is the worlds leading insurance broker and risk adviser. With over 35,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh & McLennan Companies (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue approaching US $17 billion and 76,000 colleagues worldwide, MMC helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. Follow Marsh on Twitter @MarshGlobal; LinkedIn; Facebook; and YouTube, or subscribe to BRINK.

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

Marsh & McLennan Companies

New York, New York

Marsh & McLennan Companies, Inc., a professional services company, provides advice and solutions to clients in the areas of risk, strategy, and people worldwide. It operates in two segments, Risk and Insurance Services, and Consulting. The Risk and Insurance Services segment offers risk management services, such as risk advice, risk transfer, and risk control and mitigation solutions, as well as insurance, reinsurance broking, catastrophe and financial modeling, and related advisory services; and insurance program management services.

This segment serves businesses, public entities, insurance companies, associations, professional services organizations, and private clients. The Consulting segment provides health, wealth, and career services and products; and specialized management, as well as economic and brand consulting services. The company was founded in 1871 and is headquartered in New York, New York.

  • Industry
    Business Services
  • No. of Employees
    65, 000
  • Jobs Posted
    758