Associate Client Executive

AI in this role

Company:

Marsh

Description:

Performs tasks related to the quoting, binding and servicing of new and renewal accounts to assist with serving clients.

Helps develop new products by keeping management aware of client's needs.

Assists with responding to client requests for information, coordinating with other departments as necessary, and clearing with Broker.

Updates more senior-level Brokers and Supervisors on issues, progress etc, regularly and upon request to assist the Broker with serving clients.

Assists in the timely production of placement slips, cover notes, and policies and in tracing payment and collecting of premiums to provide quality deliverables to clients.

Maintains business relationships to better serve clients.

Trains new employees and monitors workflow to ensure the group runs smoothly.

May analyze documents and bond forms, as well as banking terms and conditions.

May examine and interpret the terms and conditions of General Agreement of Indemnity required to be executed by Clients to support all surety transactions.

May analyze financial statements for all industries with specific knowledge of each industries unique financial metrics.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh 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, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, skin color, or any other characteristic protected by applicable law.

Marsh 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 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.

How we rate this

Associate Client Executive at Marsh McLennan rates 36 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.