Account Representative - Transaction/ Risk

Company:
Marsh

Description:

We are seeking a talented individual to join our team at Marsh. This role will be based in Austin, Texas . This is a hybrid role that has a requirement of working at least three days a week in the office.


This role will support the client support team by coordinating policy renewals, preparing documents, managing communications, and ensuring timely follow-up, while adhering to Marsh's compliance and transparency standards.

We will count on you to:

• Collaborate directly with our client support team to provide outstanding service to our clients
• Assist client support team members with gathering and formatting client renewal information, presentations, proposals, and other documents that are required when a client's policy renews
• Work closely with the supported colleagues for timeline coordination within a client's renewal
• Manage and record client and carrier communications in a shared document repository to ensure timely follow up and review by the client team
• Assist with the creation or maintenance of policy renewal documents and report on open items
• Remain current by understanding and following all Marsh compliance, professional, and transparency standards

What you need to have:

• High school diploma with intermediate proficiency in Microsoft Excel, PowerPoint, and Outlook, including basic formulas and pivot tables.
• Strong organizational and time management skills to handle multiple accounts and meet deadlines independently.
• Excellent communication skills for effective collaboration with remote client teams.
• Detail-oriented with the ability to multitask, conduct research, and ensure accurate information delivery.

What makes you stand out:

• Active Property & Casualty (P&C) License preferred; If not held must be obtained within one year (Company Sponsored)
• Bachelor's degree with 1+ years of experience in a professional services environment
• Experience in Commercial Lines Insurance
• Strong understanding of industry practices and client service standards

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

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, 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 color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting View email address on click.appcast.io.

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.