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Marsh & McLennan

Brokers insurance and runs risk and HR consulting

Insurance Account Specialist

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeManama, BahrainNo salary listed

About the Job

Requirements

  • Strong attention to detail to ensure accuracy and quality in client and renewal documentation.
  • Ability to multitask and meet deadlines, especially during renewal cycles.
  • Working knowledge of Microsoft Word, PowerPoint, and Excel, and comfort switching across multiple systems.
  • Strong communication skills to collaborate with teams across different locations.
  • Excellent time management and ability to work effectively in a self-directed way within a collaborative team.
  • Bachelor’s degree is preferred.
  • Experience in the insurance sector and/or a client service environment is preferred.
  • Strong relationship-building skills and a collaborative mindset are preferred.
  • Open-mindedness, adaptability, and ability to learn quickly are preferred.

Responsibilities

  • Collaborate with the Client Executive team to deliver 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 creating and maintaining 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 and Business Development colleagues.
  • Track progress of renewal and new business stages through JIRA.
  • Gather and update client exposure information in Ezynsure, prepare and update quote slips and placing slips, and collect claims data.
  • Coordinate with the placement team to submit and follow up on quote slips and supporting documents.
  • Record insurer responses and quotes in Ezynsure.
  • Analyze and prepare draft financial and coverage comparisons for client team review.
  • Prepare and update placing slips for review and follow up for signed slips in JIRA.
  • Capture and archive client responses in Ezynsure or shared folders.
  • Follow up on and review certificates obtained from insurers in JIRA or 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 in Ezynsure or JIRA.
  • Remain current and compliant with Marsh compliance, professional, and transparency standards.
  • Maintain a solid understanding of insurance procedures and related legislation.

About the Company

Marsh & McLennan

Brokers insurance and runs risk and HR consulting

Marsh & McLennan Companies, which operates under the Marsh brand, is an insurance broker and consulting group serving businesses, governments and institutions worldwide. Its Marsh Risk unit arranges property, casualty, cyber and employee-benefit coverage, while Guy Carpenter places reinsurance for insurers. Mercer advises employers on pay, benefits, retirement and investments, and Oliver Wyman, Lippincott and NERA handle strategy, brand and economic consulting. Brokers earn commissions and fees from placing coverage, and consultants bill client fees or charge fees based on assets or plan members. The company traces its roots to 1871 and is headquartered in New York City.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
New York, NY
Founded
1871

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