Client Executive

Company:

Marsh Risk

Description:

Assists with the account work for a large team of Sales Professionals by supporting transactions for complex or high-yield accounts.

Communicates frequently with agents, brokers, account representatives and internal stakeholders and independently drafts and sends correspondences for circulation.

Maintains the account management system and software, ensures all posted information is accurate and timely and is accountable for the overall functionality and performance of the system for team use.

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

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

Drafts and reviews presentations or deliverables for account work to ensure all content is accurate, appropriately relayed and addresses all necessary topics or concerns.

Conducts and collects satisfaction surveys for all existing team accounts and develops reports to relay results to the Sales Professionals.

Responsible for accounting matters, reconciles Accounts Receivable with Accounting differences and follows up on all accounting related gaps or issues until they are resolved.

Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing 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, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, skin color, or any other characteristic protected by applicable law.

Marsh 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 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.