Company: Marsh Location: Sydney/Perth CBD Office Position: Senior Account Executive (Insurance Broker) What can you expect? Your role as an SAE is to serve as the first point of contact for day-to-day communications with designated accounts. You will conduct follow-ups on correspondence and work to strengthen and grow account relationships. You will be responsible for the retention, growth, profitability, and client satisfaction of a book of business containing various client accounts. This includes managing and developing client relationships, acting as the client's trusted advisor, pursuing new business development, and expanding and diversifying the mix of products and services the client holds. What is in it for you? Leading training and development programBrand new agile workspaceHybrid work from home flexibilityProfessional environment where your career path really matters and is supported in our global organizationExcellent career diversification opportunitiesGreat team environment with energetic and supportive colleagues We will count on you to: At Marsh Private, we specialize in providing insurance solutions for high-net-worth individuals and their families. As a private client insurance broker, you will play a crucial role in managing and servicing our prestigious clientele. Your primary focus will be on delivering personalized insurance solutions tailored to meet the unique needs of our high-net-worth clients. Effectively manage a portfolio of existing High Net Worth clients, achieving retention and growth targets, while maintaining overall profitability and client satisfaction. Strengthen client relationships as a trusted advisor. Develop and convert new business opportunities. Expand the range of products and services held by existing clients. Respond to and action day-to-day communications in a timely mannerMeet agreed portfolio retention ratesAchieve financial targets for new and expanded businessFollow up on correspondence in a timely manner and work to strengthen and grow account relationshipsSupport colleagues by managing day-to-day aspects for designated accountsCarry out account management tasks including processing billing requests and gathering information for quotes and endorsementsInteract with internal senior professionals and other stakeholders to ensure customer satisfactionMitigate account concerns or issues encountered, address problems in a timely manner, and apply judgment as to when and what to escalate up to senior level colleaguesReport to senior colleagues on relationship satisfaction to ensure a mutual understanding both internally and externallyDevelop and maintain fluency in the Company's various service offerings to enrich work performed and develop sales capabilities What you need to have: Tier 1 Insurance Broking Compliance Accreditation (ANZIIF or Equivalent)Minimum 2-3 years of experience as a private client insurance brokerSuperior Customer Service SkillsEffective Communication Skills, both oral and writtenStrong Literacy and Numeracy SkillsSuperior attention to detail with strong multi-tasking abilitiesAbility to prioritize and organize own workloadWillingness to build long-lasting relationships with clientsHigh level of professionalism with strong interpersonal skills What makes you stand out: If you are a dedicated and client-focused insurance professional with a passion for serving high-net-worth individualsProven track record of delivering exceptional client service and exceeding client expectationsExperience with High-Net-Worth clients or personal linesWorks well in a team or autonomously About Marsh: Marsh is the world's leading insurance broker and risk adviser. With more than 45,000 colleagues advising clients in over 130 countries, Marsh serves commercial and individual clients with data-driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy, and people. Commitment to Diversity: Marsh McLennan is committed to creating 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, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Hybrid Work Policy: Marsh McLennan 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 McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week.
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