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Conseiller Service Client Affinitaire et Risques Spéciaux H​/F

Job in Addison, Dallas County, Texas, 75001, USA
Listing for: Mercer France
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst, Insurance Sales
Job Description & How to Apply Below

Job Opportunity

The Affinitaire & Risques Spéciaux Marsh France department is looking for a candidate to join its team within the Customer Service Division.

What You Will Enjoy:

  • A small team
  • A collaborative, caring, and demanding work environment
  • A diverse portfolio in terms of insurance products and client types
  • Working with clients of all sizes covered by policies from all insurance branches
  • Building relationships with both external and internal clients

What We Count On You To Do:

  • Develop the portfolio
    • Multi equipment: actions/clients
    • Penetration: actions/prospects
  • Follow the client relationship
    • Accompany prospects during the subscription of the contract(s); clients during the renewal of the contract(s)
    • Collect requirements and needs
    • Provide product explanations (standards)
    • Help choose options/levels of coverage
    • Collect variable elements (revenue; capital to be guaranteed; etc…)
    • Ensure mail and phone relations with clients and companies on all contract-related matters
    • Feed the client databases
    • Participate in defining the actions to be taken including
      • Identification of targets
      • Processes and tools to use
    • Perform a reporting mission to track, consolidate, and analyze results
    • Make recommendations based on analyses to obtain revisions of files from the concerned services
  • Process contractual documents and premiums
    • Enter and update the contract in the relevant management tool, record modifications concerning the client, contract, etc…
    • Issue contractual documents within determined processes (insurance policies, certificates, amendments, deeds)
    • Follow the signing of documents by insurers and clients in our EDIsignature tool
    • When setting up new contracts, participate in the establishment of accounting and financial flows
    • Follow and proceed with invoicing. Verify and issue adjustments. Follow the dedicated portfolio dashboard
    • Follow client payments and contentious procedures
    • Manage client demands: report to insurers, verify refunds
    • Manage client portfolio provisions and arrears in relation with the head of the division
    • Manage non-allocated items (identification and allocation)

Requirements:

  • 3/4 years and more experience in a similar position
  • Demonstrate social ease and the ability to work in a team
  • Be autonomous, rigorous, and have a service-oriented mindset
  • Be able to anticipate
  • Demonstrate social ease and the ability to work in a team
  • Be organized and able to manage priorities
  • Be proficient in computer tools, comfortable with Word, Excel

What Will Make The Difference:

  • Your motivation and mindset
  • Service-oriented attitude

Who Are We?

  • Marsh is a global leader in insurance brokerage and risk management. In more than 140 countries, our 43,000 colleagues help clients anticipate, quantify, and better understand the range of risks they are exposed to. In a globally uncertain environment, Marsh helps its clients protect and grow their businesses. We are a subsidiary of Marsh McLennan (NYSE: MMC), an international professional services company that provides clients with advice and solutions in risk, strategy, and human capital.

    With 76,000 colleagues worldwide and an annual revenue of $23 billion, Marsh & McLennan Companies is also the parent company of international firms. Marsh, Guy Carpenter, Mercer, and Oliver Wyman.
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