Client Representative I - Aviation - Marsh - Atlanta, GA

General Summary



Provides service support to the client advisor, sales professional and client executive relating to the development and servicing of insurance brokerage and risk management accounts





Essential Functions



Handles routine inquires and transactions concerning clients.

With supervision, assists client advisor, client executives and sales professionals in developing underwriting specifications, preparing proposals, insurance summaries, reports and correspondence.

Prepares and maintains summary client insurance summaries under supervision of the client advisor or executive.

Reviews policies and initiates draft recommendations for coverage.

Coordinates and reviews billing and invoice materials, prepares invoices and certifications.

Prepares spreadsheets and other documents to support analysis of accounts.

May obtain rates from rating bureaus.

May assist in preparing proposals for client presentation and participate in group presentations.

Understands and complies with published Marsh Professional Standards and guidelines.
REQUIREMENTS


Has a college degree or equivalent work experience. Demonstrates proficiency in the use of company-sanctioned e-mail, word processing, and spreadsheet software, as well as in-house, proprietary financial and sales-reporting systems, and navigation within the Internet. Possesses fundamental knowledge of office databases and company-sanctioned presentation software. Has an understanding of basic property/casualty insurance principals and basic understanding on claim handling/procedures. Must have excellent oral and communication skills.