Client Representative II - FINPRO - Marsh - Cleveland, OH

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.


? 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.


 



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.