Find job Client Representative II - Casualty - Marsh - Dallas, TX
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 Client Representative II - Casualty - Marsh - Dallas, TX

Details
Country: USA
Location: Dallas TX
Total applied: 40
Location:US-TX-Dallas

Base Pay:N/A
Employee Type:Full-Time Employee

Industry:Banking - Financial Services

Manages Others:no
Client Representative II - Casualty - Marsh - Dallas, TX

Prepares underwriting specifications. Assist in producing client proposals, analysis and presentations as required. May develop account income forecasts, monitors budgetary functions and billing activities. Manages the billing and receivable activity on assigned accounts. Interacts regularly with clients and underwriters. Reviews policies and initiates draft recommendation for coverage. Request changes from underwriter. Provides assistance with coverage questions and program adjustments; solves problems regarding client account issues. May coordinate, train and supervise the activities of Insurance Assistants or more junior Client Representatives. May manage the certificate and auto ID process. 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 a solid understanding of basic property/casualty insurance principals. Must have excellent oral and written communications. Exercises independent judgement in servicing a number of accounts. Has experience with large, risk management accounts. Minimum of 3 years experience and is appropriately licensed.

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