Marsh
Financial Services
ClientExecutive
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Executive at Marsh. Skills: Trade Credit Insurance, Sales, Client Relationship Management. Source trade credit insurance internally. Market trade credit insurance externally”
What You'll Achieve.
Achieve pre-agreed new business target; Ensure successful renewal of insurance contracts; Client profitability
Industry & Context.
Own vehicle, Willing to travel
What They're Looking For.
Must Have
Minimum of 5 years appropriate experience in sales, Minimum of 5 years client service delivery experience, Trade Credit insurance experience of 5 years, Related credit experience of 5 years, FAIS compliant, Passed RE 5 Examination, Fluent in English, Own vehicle, Willing to travel to see clients, Willing to travel between Marsh offices
Nice to Have
Relevant formal qualification, AIISA (or similar) advantageous
What You'll Do.
Source trade credit insurance internally
Market trade credit insurance externally
Achieve new business target
Understand client's business issues
Understand client's credit insurance programs
Understand client's service plans
Deliver service to top-tier clients
Conduct client meetings
Work with Marsh specific procedures
Work with Marsh specific guidelines
Deliver best practise service
Deliver market leading service
Deliver market leading solutions
Ensure successful renewal of insurance contracts
Conduct service calls
Conduct pre-renewal meetings
Conduct renewal meetings
Identify client's trade credit needs
Identify client's trade credit objectives
Request underwriting information
Analyse underwriting information
Request Insurer documentation
Analyse Insurer documentation
Prepare market presentations
Submit market presentations
Collate renewal terms
Negotiate renewal terms with insurers
Assist in preparation of client renewal reports
Prepare PowerPoint presentations
Deliver PowerPoint presentations
Conduct online policy training
Conduct in-person policy training
Prepare budget for portfolio
Understand client profitability
Keep abreast with insurance markets
Foster working relationships with business units
Comply with company policies
Comply with statutory requirements
Comply with regulatory requirements
Implement technical standards for client
Implement claims standards for client
Implement service delivery standards for client
Market Marsh Africa products
Market Marsh Africa services
Participate on industry forums
Represent on industry forums
Assist in preparation of reports
Undertake specified tasks as directed
Adhere to agreed timelines
How You'll Work.
Team & Collaboration
Working with Marsh specific procedures; Working with Marsh specific guidelines; Fostering working relationships with business units; Cross-functional collaboration
Communication Scope
Client meetings; Market presentations; PowerPoint presentations; Policy training
Full Job Description
## Company: Marsh ## ## Description: We are seeking a talented individual to join the **Specialty – Trade Credit** division at **Marsh**. This role will be based in **Sandton** , hybrid and has a requirement of working at least three days a week in the office. **We will count on you to:** * Actively source and market trade credit insurance internally and externally * Achieve pre-agreed new business target * Understand the Client’s business issues, credit insurance programs and service plans * Responsible for service delivery to the top-tier clients which includes all client meetings (with or without the Insurer). * Working with Marsh specific procedures and guidelines * Strives to deliver best practise, market leading service and solutions * Ensure successful renewal of insurance contracts as per the Marsh Trade Credit Professional Standards. * Conduct service calls, pre-renewal and renewal meetings. Identify the client’s trade credit needs and objectives * Request and analyse underwriting information and Insurer documentation. * Prepare and submit accurate market presentations. * Collate and negotiate renewal terms with existing and prospective insurers * Assist in preparation of client renewal reports * Prepare and deliver PowerPoint presentations for client pre-renewal meetings * Conduct online or in-person policy training for clients as required * Manage declarations, collection and settlement of commissions or fees * Preparation of budget for portfolio and understanding the importance of client profitability, with attention to monthly forecasting * Keep abreast with the insurance markets (both local and overseas). * Fostering of sound working relationships with other functional business units. * Familiarity and compliance with all company policies, statutory and regulatory requirements. * Ensure that technical, claims and service delivery standards are properly implemented for the client in terms of quality management systems. * Comprehensive knowledge of all s
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