Client Support Specialist (Team Leader)

Marsh Agency; Taguig; Hybrid; PHP 600,000 - 1,000,000; Full time

Job summary

Marsh Agency in the Philippines is seeking a Client Support Specialist Team Leader to guide a placement support team. The role focuses on onboarding, placement administration and policy servicing for client executives and brokers within a hybrid office setting in the Philippines.

The ideal candidate demonstrates strong leadership, organization, and communication skills, with experience in underwriting or placement support advantageous.

Qualifications

• Proven leadership in a team setting.
• Strong communication with clients, brokers and internal teams.
• Ability to manage multiple priorities and timelines.
• Attention to detail in documentation and processes.

Responsibilities

• Lead and manage the placement support team.
• Assist Client Executives and Brokers with system setup and placement administration.
• Prepare quotes, contracts, agreements, bids and endorsement documents using standard templates.
• Review renewal reports and support renewal readiness with the Client Executive.
• Maintain records of negotiations and communications in the broking system.
• Coordinate workflow into policy servicing teams and ensure timely resolution of queries.
• Authorize and distribute documentation, including debit notes, invoices and evidence of cover.

Skills

Team leadership

Stakeholder communication

Organizational skills

Interpersonal skills

Deadline oriented

Job description

We are seeking a talented individual to join our Placement team at Marsh. This role will be based in the Philippines. This is a hybrid role that has a requirement of working at least three days a week in the office.

As a Client Support Specialist Team Leader, you will manage the team who provide support to Client Executives and Brokers with the placement of policies and the delivery of client service excellency. Your team will help manage client on-boarding, placement administration and policy servicing, while contributing to internal targets for error reduction, quality checking and processing.

We Will Count On You To

• Manage and lead the team in supporting client on-boarding by arranging system set-up, monitoring due diligence activities and liaising with country business teams
• Direct the team fully assist Client Executives and Brokers with broking system set-up, placement administration and document filing
• Guide the team prepare quotes, contracts, agreements, bids and endorsement documentation using standard templates
• Ensure the team review renewal reports, confirm required risks and premium details, and support renewal readiness with the Client Executive
• Maintain accurate records of negotiations and communications with clients and insurers in the broking system
• Assist the team to coordinate workflow into policy servicing teams, provide clear direction through work requests and support timely resolution of queries
• Ensure timely authorisation and distribution of documentation, including debit notes, invoices and evidence of cover by the team
• Support fiduciary-related queries and liaise with insurers, clients and internal teams where required
• Ensure the smooth delivery of the above support functions by managing team resource

What You Need To Have

• Track record in leading and managing similar teams or groups
• Well-developed organisational skills with the ability to manage competing priorities
• Well-developed interpersonal skills and the ability to work effectively with country business teams, clients and insurers
• Ability to support and manage team members career development and skillsets
• Ability to work under pressure and meet deadlines
• High attention to detail and a commitment to checking documentation accurately
• Strong written and verbal communication skills

What Makes You Stand Out

• Experience in client executive support, placement support or underwriting support
• Strong understanding of the business needs of client executives including policy servicing, renewal processing or fiduciary-related queries
• Experience working with broking systems or digital placement platforms

Why Join Our Team

• Opportunity to further develop leadership capabilities
• We help you be your best through professional development opportunities, interesting work and supportive leaders
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being

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 providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, 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.