Assistant Brokers – Job Ref: 80

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Assistant Brokers

Job Description

Account Executive

SUMMARY

You will be responsible for assisting the Account Executive in offering quality and dedicated service to the team’s clientele. In addition you will be expected to show positive attributes such as creativeness, hardwork and more importantly submissiveness to your leader and any other member of the management team.

PRIMARY RESPONSIBILITIES

Underwriting

Client Retention

Maintain a book of personal lines business and corporate accounts allocated

Renewals
Meet renewal deadlines for both personal lines and corporate accounts as stipulated in the Marsh Service Plan e.g. Pre-renewal meetings to be conducted three months before policy expiry

Documentation
Ensure that all client accounts are accurately and clearly documented with complete information and all forms attached e.g. Proposal Forms, Declarations, Marsh Terms of Engagement etc. New Business Development
In addition to serving walk in personal lines clients you will be required to meet your New Business Budget which shall be communicated to you by the Account Executive year after year.

The new business achievement shall be incorporated into your overall team performance.

In addition you will be required to collaborate with the Team Leader in the identification of New Business  Prospects

Billing and Collection of Premiums
Ensure that all personal lines transactions are fully paid upon invoicing or get prior approval to grant debt from the Team Leader.

Assist the Team Leader in premium collections for corporate clients in line with the Marsh Service Plan i.e. All Debts to be kept within 60 days unless if there is an agreed and signed premium payments plan.

Client Complaints and/or Disputes
All forms of client complaints and disputes should be reported immediately to the Team Leader

Filing.

Files to be maintained in accordance with the company policy e.g. Corporates Clients to have two separate files Technical and General. The Technical file shall comprise of file separators clearly separating each policy from the other while invoices and receipts shall be on the left hand side. The General File shall be for general correspondence e.g. emails, minutes, questionnaires.

Uphold Marsh Standards and Values
You will be expected to conduct yourself in ways that will not jeopardize the reputation of Marsh both to clients and the outside world. Uphold moral and ethical standards at all times as enshrined in the Marsh “Greater Good” policy.

Claims

Claims Summaries.

Ensure that detailed updated claims summaries are sent to corporate clients every Friday or during the weekend of the preceding week.

Overdue/ Problematic Claims

Overdue and problematic claims shall be escalated to the Team Leader immediately

Claims Minutes.

All claims meetings conducted shall be minuted and a copy of the minutes circulated to both the Team Leader and the COO.

Ex-Gratia Claims

Before any ex-gratia request are made to insurers they shall be brought to the attention of the Team leader for scrutiny and approval.

Uphold Marsh Standards and Values

You will be expected to conduct yourself professionally in the management of claims in line with the Marsh “Greater Good” values eg. Never take bribes or engage in activities that promote personal benefit at the expense of quality client service

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