Marsh is the world’s leading insurance broker and risk adviser. With more than 45,000 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 (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue of over $20 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 Twitter.

MARSH is seeking candidates for the following position to be based in the Sandton office:

Senior Client Executive - Financial Institutions (FinPro)

What can you expect?

An outstanding opportunity has become available for an experienced Senior Client Executive to join our Financial Institutions team at Marsh. The successful applicant will lead client service process with a diverse range of financial institution clients.

 

What is in it for you?

Be part of a reputable and recognized brand in insurance brokerage by working with and learning from industry leading experts in the field

Unprecedented opportunity to meaningfully impact Marsh’s largest Financial Institutions clients, and make a difference

 

We will count on you to:

Strategic

Grow the Financial Institutions across the Specialty, Advisory and Risk Management Practice

Develop trusted relationships with all Marsh / Correspondent Offices in Africa

Operational

Design compliant insurance solutions for our Financial Institution clients.

Must be fluent with the renewal, expanded and new business processes.

Active liaisons and engagements with insurance markets is crucial.

Identify and develop cross-sell opportunities within book of business to grow revenue in accordance with office business objectives.

Active engagements with Marsh Advisory.

Management and coordination of insurance policies for the client’s portfolio.

Swift and substantiated escalation of all client service and relationship issues.

Effective service and renewal planning to be done 3-6 months prior to renewal date.

Day to day management of service deliverables

Compliance with filing protocols to be adhered to.

Maintenance and effective updating of Marsh Force

Oversight of invoicing and administration services – as they relate to clients.

Support the Financial Institution Practice Leader in all respects.

Prudent management of credit control

Support and mentorship of graduates on the “grow our own initiative”.

Active retention of all clients on portfolio

Create an environment oriented to trust, open communication, and cohesive team effort.

Facilitate problem solving and collaboration when faced with client difficulties.

Focus the team on client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques, and tools to support performance.

Must be client centric and display the values of honesty and integrity.

Financial

Financial (Manage a portfolio of R10 million) reporting to Financial Institution Practice Leader 

Achievement of new business revenue targets and expanded revenue targets.

KPI's

100% - compliance with CFP and all Marsh’s policies & procedures

100% - on time financial reporting

100 % - accurate financial reporting

95% - account retention

Must grow portfolio revenue by 10% (minimum) YOY.

Must have RE5 certification.

Must have a degree or be studying towards a professional designation.

Responsible for new and expanded revenue.

 

What you need to have:

Successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.

This position interacts with and provides service large and complex clients.  In addition, the following is required unless otherwise noted:

Successful work history to include 8 -10 years of client service.

Bachelor degree required.

Must be RE5 and FAIS Compliant.

Proficiency with personal computers and Microsoft Office applications is compulsory (i.e.Word, Excel and PowerPoint) with the ability to operate standard office equipment is required.

Ability to make independent decisions and use good judgment in addressing and servicing client and team needs.

Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format.

Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form.

Maintain a valid Driver’s License & have reliable transportation.

Work environment and physical demands.

Work is performed in a typical interior/office work environment – compulsory workdays must be honoured (Work times from 8 am to 4:30 pm)

May be required to travel on business (as requested by the client)

Extended work hours may be required to meet certain deadlines for team.

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 colour, or any other characteristic protected by applicable law.