Marsh & McLennan Senior Advisory Representative- Los Angeles, CA in Los Angeles, California

Senior Advisory Representative- Los Angeles, CA

Description

General Summary:

Supports Advisory Specialist in all aspects of client service & complex transaction operations. Works with Advisory Specialist, Placement Representative & Placement Specialists for seamless client service & quality work product. Serves as senior advisor to other Advisory Representatives and acts as the team lead.

Responsibilities:

  • Coordinate team access to Marsh Technology Systems and Update Account Team Information in Marsh Technology Systems.

  • Performs administrative and clerical support duties for insurance placement activities

  • Utilizes Marsh Technology Systems daily to input information and update client status in the placement process

  • Participates in internal strategy meetings.

  • Utilizes knowledge of industry, risk & insurance markets to create the program submission including the coverage specifications

  • Assists in preparing proposal components including; analysis of: pricing, coverage terms and conditions, services, quote comparisons, financing, commentary and recommendation.

  • Generates and Deliver Confirmation of Binding Instructions to Client. Follows up for binder from Placement team. Generates Binder Transmittal Letter via MART. Monitors the renewal and binder control system

  • Requests and oversees follow-up for changes from underwriters

  • Maintains ongoing relationship with clients & team colleagues to effectively service clients

  • Maintains market contact at appropriate levels needed to execute effectively and assist the Advisory Specialist and/or Placement Specialist

  • Understands and complies with Marsh Compliance and Transparency Standards

Qualifications

  • High School diploma

  • Two years experience as an Advisory Representative or comparable experience

  • Demonstrated ability to handle multiple responsibilities and projects with a high degree of detail and organization.

  • Strong oral and written communication skills and the ability to work with all levels of staff.

  • Strong customer service orientation

Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. We work with clients of all sizes to define, design, and deliver innovative solutions to better quantify and manage risk. We offer risk management, risk consulting, insurance broking, alternative risk financing, and insurance program management services to businesses, government entities, organizations, and individuals around the world. To every client interaction we bring an unmatched combination of deep intellectual capital, industry-specific expertise, global experience, and collaboration. Since 1871, clients have relied on Marsh for trusted advice, to represent their interests in the marketplace, make sense of an increasingly complex world, and help turn risks into new opportunities for growth. Our more than 30,000 colleagues work on behalf of our clients, who are enterprises of all sizes in every industry, and include individuals, multinational organizations, and government entities worldwide. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Visit www.marsh.com for more information and follow us on LinkedIn and Twitter @MarshGlobal

Marsh and its separately incorporated operating entities around the world are part of Marsh & McLennan Companies, a publicly held company (ticker symbol: MMC).

Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://www.mmc.com/. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at: www.mmc.com/diversity .

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

Job Client Service

Primary Location US-CA-Los Angeles

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

Req ID: LOS0019N