Client Executive - Consumer & Commercial

Marsh & McLennan Companies; Cape Town; Hybrid; ZAR 500,000 - 750,000; Full time

Job summary

A leading global risk and insurance brokerage firm is seeking a talented individual to join their Consumer & Commercial team in Cape Town. This hybrid role involves managing client relationships, ensuring compliance with claims processes, and contributing to financial reporting and business growth initiatives. The ideal candidate will possess significant experience in commercial client services, relevant qualifications, and necessary compliance certifications, coupled with a strong capability in handling financial aspects and fostering teamwork.

Benefits

Professional development opportunities

Vibrant and inclusive culture

Comprehensive benefits and rewards

Qualifications

• Minimum 5 years of experience in the commercial client service environment.
• Must be FAIS compliant and have RE 5 qualifications.
• Experience in Specialist markets such as D&O and Cyber preferred.

Responsibilities

• Interact daily with Sales Professionals, Insurers, and Clients about claims and renewals.
• Ensure compliance with claims and underwriting standards.
• Participate in cross-selling and upselling efforts for business growth.

Skills

Client relationship management

Claims handling

Financial reporting

Education

Relevant formal qualification

Tools

Excel

Word

PowerPoint

Job description

Company:Marsh

Description:

We are seeking a talented individual to join our Consumer & Commercial team at Marsh McLennan. This role will be based in Cape Town, hybrid and has a requirement of working at least three days a week in the office.

We will count on you to:

• Daily interaction with Sales Professionals / Insurers / Administrators / Clients regarding claims, underwriting and renewals

• Ensure claims, underwriting and technical delivery standards are implemented and maintained

• Ensure renewals is done timeously and agreed with Insurers within 60 days in advance

• Ensure claims rejection is fair and in accordance with scope of cover

• Facilitate the Audit process to ensure all gaps for risk is mitigated i.e adhere to CE and CFP Principles

• Financial reporting (Budget and forecasting)

• Responsible for Financial aspects, facilitation of the allocation of commissions with Finance to ensure accurate and timeous allocation. Generate statements and resolution of com queries

• New and Expanded Business: Participate effectively in cross selling / upselling initiatives to assist the Team of Professionals to meet new / expanded sales targets and Retention of clients

• Effective Retention of clients by building relationships, ensuring sla’s are maintained and prompt resolution of escalations

• Keep abreast with the local insurance markets.

• Fostering of sound working relationships with other functional business units, Insurers, administrators and Sales

• Adhere to all Marsh compliance policies, business practices and training requirements

• Client Portfolio is managed effectively

What you need to have:

• Minimum 5-year appropriate experience in the commercial client service environment

• Minimum 2 years’ experience in Specialist markets i.e Specialist liability, D & O, Cyber,

• Relevant formal qualification

• Must have RE 5, CPD as per requirement & Must be FAIS compliant as per DOFA

• Excel, word and power point

• Commercial Insurance Brokerage experience

• Must have a valid driver’s licence and reliable transportation

Why join our team:

• 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, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X. Marsh McLennan 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, 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. We are also committed to providing reasonable support to any candidate with a disability to allow them to fully participate in the recruitment process. We welcome candidates to contact us at [e-mail] to discuss any specific needs. Marsh McLennan 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 McLennan 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.