Senior Advisory Representative
New York - 1166
Company:
MarshDescription:
We are seeking a talented individual to join our Advisory team at Marsh McLennan. This role will be based in New York. This is a hybrid role that has a requirement of working at least three days a week in the office.
The Senior Advisory Representative will serve as an introduction to your insurance career path in Credit Specialties, consulting with clients on their service requirements and insurance needs while providing insights on emerging products and market conditions,
We will count on you to:
- Facilitate new client onboarding and billings and prepare AR reports
- Monitor payment status from clients, review accrual, deferral, and share journal entry support, maintain up-to date workflow documentation
- Conduct insurer remittance confirmations and reconciliations.
- Act as the lead advisory colleague on smaller, less complex books of business, following the corporate policies
- Advise smaller clients on risk management solutions that align with their strategic imperatives and risk exposures.
- Develop renewal and placement strategies and prepare proposal components analysis of pricing, coverage terms, and recommendations.
- Manage follow-up on coverage changes with underwriters to ensure correct specifications.
- Build and maintain market contacts, to effectively execute on client program.
What you need to have:
- Bachelor's degree.
- Professional experience in an office-based environment; insurance industry experience preferred.
- Proficiency in MS Office (Word, Excel, Outlook, PowerPoint, Access).
- Familiarity with ChatGPT/AI and experience with PowerBi preferred.
What makes you stand out:
- Experience with P&C products and services.
- Strong attention to detail, organizational skills, and effective communication abilities.
- Experience in client-facing roles preferred.
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 for 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.
Job Profile
Hybrid role Hybrid work Minimum three days in office
Benefits/PerksCareer opportunities Disability Employee Assistance Programs Flexible work Flexible work environment Health and welfare Health and welfare benefits Hybrid work Inclusive culture Interesting work Professional development Professional development opportunities Supportive leaders Training Tuition Assistance Well-being rewards
Tasks- Billing preparation
- Client onboarding
- Maintain
- Market contact maintenance
- Payment monitoring
- Renewal strategy development
- Risk management advising
- Training
- Workflow documentation
Advising AI Analysis Attention to detail Billing ChatGPT Client onboarding Collaboration Communication Consulting Documentation Excel Insurance Insurance Industry MS Office Organizational Outlook P&C Products Power PowerBi Power BI PowerPoint Pricing Reconciliations Retirement programs Risk Management Strategy Training Word Workflow Documentation
Experience3 years
EducationBachelor's Bachelor's degree Business Risk Management
Certifications TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9