Client Executive – FINPRO (Financial and Professional Liability)

Job updated 5 days ago

Job Description

What can you expect?

  • Marsh FINPRO Team is looking for a Client Executive to join the team.

What is in it for you?

  • Curiosity to learn and explore new ideas.
  • Agility and adaptability to thrive in a dynamic environment.
  • Self-starter qualities, demonstrating the ability to work independently.

We will count on you to:

  • 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.

    What you need to have:

    • Bachelor degree or above, majoring in insurance studies is preferred.
    • 5+ years of working experience in general insurance industry
    • Preferably in a client-facing role working closely with underwriters, preparing presentations, negotiating terms with insurers.
    • Act as a first point of contact within service team for day-to-day insurance queries and be proactive in servicing and anticipate any issues at an early stage.
    • Fluency in both Chinese and English both verbal and written

    What makes you stand out:

    • Excellent communication and written skills in English and Chinese
    • Strategic thinker with ability to take ownership, prioritise work, and meet deadlines with can-do attitude.
    • Highly motivated and a team player with good stakeholder management skills.

    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. With annual revenue of $23 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. For more information, visit marshmclennan.com, follow us on LinkedIn and X.

    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.

    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. Office-based teams will identify at least one“anchor day” per week on which their full team will be together in person.

    1
    5 years of experience required
    Negotiable
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    About us

    美商達信保險經紀人股份有限公司台灣分公司成立於1975年,是台灣第一家跨國性保險經紀人公司;隸屬於美國MMC(Marsh & McLennan Companies, Inc.)集團。總部設於美國紐約,擁有百年歷史的MMC集團是一世界性的專業財務服務公司,分佈於一百多個國家為當地企業提供整體性的保險規劃、風險顧問、管理諮詢、投資分析與資金運用等服務。MMC集團股票同時在紐約、芝加哥、太平洋地區及倫敦証劵交易所上市。
    • 達信(Marsh)保險經紀人公司是全球風險管理與保險服務的領導者,為因應產業全球化的發展,在全世界設立了四百多個營運處所,擁有近二萬六千名能以當地語言溝通並深入了解當地風險議題的專業人員,以綿密的服務網為全球一百多個國家的客戶提供有效率且高品質的服務。
    • 達信(Marsh)台灣分公司成立三十多年來已成功地協助並完成許多大型企業與重大工程的風險管理規劃及財產、利潤及責任等相關保險計劃安排。目前擁有近百名專業成員,專注於專業及創新風險諮詢服務的提供,以滿足各類工商業及服務性組織的需求。
    • 達信(Marsh)台灣分公司為配合台灣經濟發展,除依產業特性成立專案小組,並配置風險管理顧問服務專家提供風險解決方案。隨著台灣產業國際化,台灣跨國企業保險及風險管理需求的日益增加,達信成立台商服務組(Taiwan Client Service),為跨國性客戶提供跨國風險管理諮詢、保險安排及後續理賠等服務。

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