Insurance account specialist

Marsh; Manama; Hybrid; BHD 15,000 - 25,000; Full time

Job summary

Marsh seeks an Account Specialist to join Marsh Operations in the Middle East. You will support the end-to-end renewal lifecycle, coordinating with Client Executives and Placement teams to deliver high-quality service, gather renewal data, and manage documentation.

You will track renewals in PRISM, RSM, and JIRA, ensuring timely follow-up and accurate records. The role emphasizes collaboration across locations, compliance with Marsh standards, and a focus on process improvements to support

Qualifications

• Strong attention to detail to ensure accuracy and quality in client and renewal documentation.
• Ability to multi-task and meet deadlines during renewal cycles.
• Working knowledge of Microsoft Word, PowerPoint, and Excel, with comfort switching across systems.
• Strong communication and collaboration across locations.

Responsibilities

• Support Client Executive and Placement teams across the end-to-end renewal lifecycle.
• Collaborate with Client Executive to deliver outstanding client service and gather renewal information.
• Record client and carrier communications in Marsh systems to ensure timely follow-up.
• Create/maintain renewal documents and report on open items.
• Coordinate with placement team to submit quotes and supporting documents.
• Track renewals across PRISM, RSM, Placement, and Invoicing; manage NDA/KYC with clients.
• Monitor certificates and endorsements (Ezynsure/JIRA); ensure compliant documentation.

Skills

Attention to detail

Multi-tasking

Communication

Team collaboration

Self-directed

Education

Bachelor’s degree

Tools

PRISM

RSM

JIRA

Ezynsure

Docusign

Job description

About The Role

As an Account Specialist within Marsh Operations, you will be part of a team focused on efficiency, quality, and timely delivery. You will sit at the heart of Marsh's value proposition for clients, partnering closely with colleagues across the Middle East to support client service and renewal delivery.

What you can expect

• A collaborative operations environment that prioritizes high-quality outcomes and continuous improvement
• Exposure to Marsh colleagues and stakeholders across multiple locations in the region
• Day-to-day work that keeps you connected to the business and our client service teams

What’s in it for you

• Learn new skills and technology
• Exposure to multiple business lines (segments) across the region
• Deliver high-quality work that directly supports client engagement and revenue impact
• Development opportunities and pathways to grow internally
• Be part of a key strategic initiative: Operations Excellence

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 the Client Executive team to 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 with internal 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 including PRISM, RSM, Placement, and Invoicing
• Generate and track NDA and KYC requirements with clients per internal process (including via Docusign) for Client Executive (CE) and Business Development (BD) colleagues
• Track progress of renewal and new business stages through JIRA
• 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 in Ezynsure
• 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 all Marsh compliance, professional, and transparency standards
• Maintain a solid understanding of insurance procedures and related legislation

What you need to have

• Strong attention to detail to ensure accuracy and quality in client and renewal documentation
• Ability to multi-task and meet deadlines - especially during renewal cycles
• Working knowledge of Microsoft Word, PowerPoint, and Excel, and comfort switching across multiple systems
• Strong communication skills with the ability to collaborate with teams across different locations
• Excellent time management and the ability to work effectively in a self-directed way within a collaborative team

What makes you stand out

• Bachelor’s degree
• Experience in the insurance sector and/or client service environment
• Strong relationship-building skills and a collaborative mindset
• Open-minded, adaptable, and able to learn quickly

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.

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