Account Executive (Insurance Broker)
Core
Support Authorised Representatives and Advantage team members with client servicing, policy administration, renewal processing, and endorsement handling for general insurance placements.
Role type
Account Executive (Insurance Broker)
Builds
General insurance client portfolios
Domain
Insurance broking
Deliverable
client delivery
Required skills
General insurance broking experience, Tier 1 Insurance Broking FSRA Compliance or QPIB status, policy administration, client servicing, portfolio management, accounts payable management
Preferred skills
2+ years general insurance broking experience, Diploma in Financial Services (Insurance Broking), strong decision-making, delegation
Responsibilities
Provide timely support to Authorised Representatives and team members with client, insurer, and policy documentation; Assist in client service activities including client contact and liaising with underwriters; Monitor workflow tools to ensure SLA adherence; Manage client debtors to maintain accounts payable control; Collaborate with Marsh Client Operations to deliver exceptional client service.