Insurance account specialist

Company:

Marsh

As an Account Specialist within Marsh Operations, you will be part of a team focused on efficiency, quality, and timely delivery
. You will sit at the heart of Marsh’s value proposition for clients, partnering closely with colleagues across the Middle East to support client service and renewal delivery.

• A collaborative operations environment that prioritizes high-quality outcomes and continuous improvement
• Exposure to Marsh colleagues and stakeholders across multiple locations in the region
• Day-to-day work that keeps you connected to the business and our client service teams

• Learn new skills and technology
• Exposure to multiple business lines (segments)across the region
• Deliver high-quality work that directly supports client engagement and revenue impact
• Development opportunities and pathways to grow internally
• Be part of a key strategic initiative:
  Operations Excellence

You will support the Client Executive and Placement teams across the end-to-end renewal lifecycle, including:

• Collaborate with the Client Executive team to deliver outstanding client service
• Support the Client Executive with gathering and formatting renewal information and required documents
• Manage and record client and carrier communications in Marsh systems to ensure timely follow-up
• Assist with creation/maintenance of renewal documents and reporting on open items
• Organize, plan, and monitor effective communication with internal and external stakeholders
• Identify opportunities to improve operational processes
• Support accurate record-keeping and data entry in relevant systems

• Manage, track, and report the lifecycle of renewals across stages including PRISM, RSM, Placement, and Invoicing
• Generate and track NDA and KYC requirements with clients per internal process (including via Docusign ) for Client Executive (CE) and Business Development (BD) colleagues
• Track progress of renewal and new business stages through JIRA
• Gather/update client exposure information (
  Ezynsure ), prepare/update slips (quote slip, placing slip), and collect claims data
• Coordinate with the placement team to submit/follow up quote slips and supporting documents
• Record insurer responses and quotes in Ezynsure
• Analyze and prepare draft comparisons (
  Financial and Coverage Comparison – FCC ) for client team review
• Prepare and update placing slips for review; follow up for signed slips (JIRA)
• Capture and archive client responses (Ezynsure/shared folders)
• Follow up and review certificates obtained from insurers (JIRA/Docusign)
• Track, follow up, and perform a first-level check of policy documents; coordinate review with placement and client teams
• Track and manage endorsements and certificate issuance (Ezynsure/JIRA)

• Remain current and compliant with all Marsh compliance, professional, and transparency standards
• Maintain a solid understanding of insurance procedures and related legislation

• Strong attention to detail to ensure accuracy and quality in client and renewal documentation
• Ability to multi-task and meet deadlines—especially during renewal cycles
• Working knowledge of Microsoft Word, PowerPoint, and Excel , and comfort switching across multiple systems
• Strong communication skills with the ability to collaborate with teams across different locations
• Excellent time management and the ability to work effectively in a self-directed way within a collaborative team

• Bachelor’s degree
• Experience in the insurance sector and/or client service environment
• Strong relationship-building skills and a collaborative…