Insurance account specialist

Key responsibilities

You will support the Client Executive and Placement teams across the end-to-end renewal lifecycle, including:

Client servicing and coordination

• Collaborate with theClient Executive teamto deliver outstanding 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 creation/maintenance of renewal documents and reporting on open items
• Organize, plan, and monitor effective communication withinternal and external stakeholders
• Identify opportunities to improve operational processes
• Support accurate record-keeping and data entry in relevant systems

Renewals, placement, and documentation (PRISM / RSM / JIRA / Ezynsure / Docusign)

• Manage, track, and report the lifecycle of renewals across stages includingPRISM, RSM, Placement, and Invoicing
• Generate and trackNDA and KYCrequirements with clients per internal process (including viaDocusign) for Client Executive (CE) and Business Development (BD) colleagues
• Track progress of renewal and new business stages throughJIRA
• Gather/update client exposure information (Ezynsure), prepare/update slips (quote slip, placing slip), and collect claims data
• Coordinate with the placement team to submit/follow up quote slips and supporting documents
• Record insurer responses and quotes inEzynsure
• Analyze and prepare draft comparisons (Financial and Coverage Comparison – FCC) for client team review
• Prepare and update placing slips for review; follow up for signed slips (JIRA)
• Capture and archive client responses (Ezynsure/shared folders)
• Follow up and review certificates obtained from insurers (JIRA/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 (Ezynsure/JIRA)

Governance and standards

• Remain current and compliant with allMarsh compliance, professional, and transparency standards
• Maintain a solid understanding of insurance procedures and related legislation

What you need to have

• Strong attention to detailto ensure accuracy and quality in client and renewal documentation
• Ability tomulti-taskand meet deadlines—especially during renewal cycles
• Working knowledge ofMicrosoft Word, PowerPoint, and Excel, and comfort switching across multiple systems
• Strong communication skillswith the ability to collaborate with teams across different locations
• Excellent time managementand the ability to work effectively in a self-directed way within a collaborative team

What makes you stand out

• Bachelor’s degree
• Experience in theinsurance sectorand/orclient serviceenvironment
• Strong relationship-building skills and a collaborative mindset
• Open-minded, adaptable, and able to learn quickly

How to apply

Apply online and share your updated CV/resume. If selected, you will be contacted for next steps.

Marsh is committed to fostering an inclusive environment where colleagues feel valued, supported, and empowered to succeed.

Marsh (NYSE: MRSH) is 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, 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, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, skin color, or any other characteristic protected by applicable law.

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.