Marsh

Financial Services

ClientExecutive

$0–0k Sandton, South Africa FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Financial Services
Eligibility Requirements

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

Free ATS check

Applying for this Client Executive role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about Marsh?

Real rants from real employees. Read before you apply.

Read Company Rants →