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Broker Assistant

4 months ago

Birmingham, United Kingdom Marsh Full time

Broker Assistant (Client Manager) - Marsh â Birmingham/Hybrid

The company:  Marsh

Marsh is a leader in insurance broking and innovative risk management solutions, we help clients succeed by defining, designing, and delivering innovative industry-specific solutions that help them effectively manage risk with over 35,000 colleagues operating in more than 130 countries.

The Role:  Broker Assistant (Client Manager)

We have a fantastic opportunity for a Broker Assistant/Account Handler (what we within Marsh call a Client Manager) to join a successful team focused within the Marine & Cargo market based in our Birmingham offices.

This role could suit someone with previous financial services or insurance experience, whether that be within an administrative, account handling or back-office function looking for a new opportunity within a niche market.

The role will offer a Hybrid working opportunity after initial training with an expectation to only be in the office 3 days a week however there is also an expectation to go and meet the London team twice a month as well.

What can you expect?

  • An opportunity to join an established and client focused team and to work on a variety of niche insurance policies
  • A platform to build on existing knowledge and an opportunity to learn new skills in a continuous improvement environment
  • To build and maintain an excellent rapport with our clients, providers and colleagues across the Group

What you will be rewarded with?

  • We offer and embrace a hybrid working model that nurtures a collaborative working environment in the office 3 days per week allowing 2 days per week to be spent working on a remote basis.
  • Competitive Benefits Package including: 27 days annual leave, up to 4 days flexible bank holidays, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, plus a range of flexible benefits including the option to buy or sell up to 5 days holiday per year, cycle to work, dental insurance, health assessments plus many more.
  • Generous Family Leave including:  6 months paid maternity leave, 4 months paid paternity leave, 6 months paid adoption leave plus shared parental leave options.  To help ease the transition when you return to work you will be able to work 8 weeks at 80% of your normal work pattern and receive 100% of your normal salary.

We will rely on you to:

  • Arrange for new clients to be set up on our systems, monitor progress of on-boarding/due diligence of clients, intermediaries, and markets.
  • Assist CEs and brokers to set-up and manage the placement in broking system.
  • File appropriate documentation (covering BOR, ToE etc.) in the broking system.
  • Prepare Quotes, Market Reform Contracts and Endorsements (MRCs and MRCEs) and BIDâs. EOIâs and LOUâs (where requested) using our document templates and adapt these based on information received from our clients and input from the CE/ Broking teams.
  • Review the renewal reports prepared by the Renewal Team and identify any risks that are not required, 90 days ahead of the renewal date. Working with the CE to ensure that all documents are accurate and ready to proceed with the renewal (i.e. endorsements are included in the renewal MRC, where applicable and finer details).
  • Prepare documentation to support the placing of insurance contracts using the appropriate systems/processes â e.g. preparation of renewal reports and programme documentation, as well as quote and placement slips.
  • Support placement of insurance contract through PPL or appropriate Digital Trading Platform.
  • Ensure appropriate records of negotiations/communications with client and insurers are maintained within the broking system.
  • Review and check all documentation for quality and technical accuracy in accordance with:
  • Provide clear direction to Policy Servicing Teams through the Work Request Form (WRF).
  • Review and respond to queries emanating from Marsh Operations and manage these to close in a timely manner.
  • Ensure timely authorisation of documentation, and distribution to markets/client - debit notes, invoices and evidence of cover.

What you need to have: 

  • Previous experience within a corporate environment
  • Excellent organisational skills and attention to detail with the ability to manage multiple tasks simultaneously.
  • Proficiency in Microsoft Office Applications.
  • Business Acumen and commercial awareness.
  • Strong written and verbal communication skills.

What makes you stand out?:

  • Knowledge of Mortgage Interest Insurance an advantage.
  • Experience within the London Market is an advantage

MARSH

Marsh is the worldâs leading insurance broker and risk adviser. With over 35,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh & McLennan Companies (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue approaching US $17 billion and 76,000 colleagues worldwide, MMC helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. Follow Marsh on Twitter @MarshGlobal; LinkedIn; Facebook; and YouTube, or subscribe to BRINK.

Marsh and McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity.

#hybrid