Conseiller Service Client Affinitaire et Risques Spéciaux H/F
Job in
Addison, Dallas County, Texas, 75001, USA
Listed on 2026-07-01
Listing for:
Marsh & McLennan
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
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 Pole.
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 a portfolio of clients of all sizes covered by policies of all insurance branches
- Building relationships with both external and internal clients
We count on you to:
- Develop the portfolio
- Multi equipment: actions/clients
- Penetration: actions/prospects
- Follow the customer 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 in choosing options/levels of guarantees
- Collect variable elements (CA; capitals to guarantee; etc…)
- Ensure mail and phone relations with clients and companies on all contract-related points
- Feed the client databases
- Participate in defining the actions to be taken especially in terms of
- Identification of targets
- Processes and tools to use
- Perform a reporting mission to follow, consolidate, and analyze results
- Make recommendations based on analyses to obtain dossier revisions from the concerned services
- Handle 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 signature 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 regularizations. Follow the dedicated portfolio dashboard
- Follow client payments and contentious procedures
- Manage client reminders: report to insurers, verify refunds
- Manage the provisions of the portfolio of clients for which you will be responsible along with arrears in relation with the head of the pole
- Manage non-allocated items (identification and allocation)
Prerequisites:
- 3/4 years and more experience in a similar position
- Demonstrate ease in relationships and the ability to work in a team
- Be autonomous, rigorous, and driven by a sense of customer service
- Be able to anticipate
- Demonstrate ease in relationships 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 state of mind
- Sense of customer service
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 the Marsh McLennan group (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 the international companies Marsh, Guy Carpenter, Mercer, and Oliver Wyman.
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