Client Representative - Risk & Insurance Services - Calgary-CAL00084 Job Details

Description
 
As part of the world's leading risk and insurance services firm, Marsh Canada Limited is devoted to finding the opportunity in risk.  Marsh was built upon a foundation of strong values and principles and a culture devoted to client service. That has been a major reason behind the company's growth and success in the Canadian risk and insurance market for nearly a century.
 
Marsh Canada was named one of Canada's Top 100 Employers for 2009, an award bestowed upon the company for the second consecutive year.  This distinction demonstrates Marsh's enduring strength as a top employer and industry leader.  The competition and selection process focused on companies that offer the best places to work and organizations that demonstrate the best leadership in their industry in attracting and retaining talent.
 
Marsh Canada Limited employs approximately 1,100 colleagues, who operate out of 17 offices in 13 cities across the country.  Marsh Inc. has 26,000 colleagues worldwide and provides advice and transactional capabilities to clients in over 100 countries.  Marsh Inc. is a unit of Marsh & McLennan Companies (MMC), a global professional services firm with approximately 55,000 colleagues and approximately $11 billion in annual revenues.  MMC also is the parent company of Guy Carpenter, Kroll, Mercer and Oliver Wyman Group.  MMC's stock (ticker symbol: MMC) is listed on the New York, Chicago, Pacific, and London stock exchanges.  MMC's Web site address is www.mmc.com.  Marsh Canada's Web site is www.marsh.ca.

General Summary

Provides service support to a team (Client Executive, Sales Professional and Marketer where applicable) relating to the development and servicing of insurance brokerage and risk management accounts.

Essential Functions:

• Assists team by handling routine inquires and transactions concerning clients.
• With supervision, assists Client Executive, Sales Professional or Marketer in developing underwriting specifications, preparing proposals, insurance summaries, reports and correspondence.
• Under the direction of the Client Executive, prepares and maintains client prospect system.
• Prepares and maintains summary client insurance summaries under supervision of the Client Executive.
• Inputs information into policy management system.
• Coordinates and reviews billing and invoice materials, prepares invoices and certifications.
• Prepares spreadsheets and other documents to support analysis of accounts.
• May accompany Client Executives on routine client visits to observe the insurance brokerage process and may participate in group presentations where appropriate.
• Complies with Marsh Excellence and Professional Standards to ensure quality service to all clients.

    * Applies understanding of energy industry risks when providing general advice to clients
    * Explains energy related insurance terms to clients
    * Conducts detailed review of policy wordings and coverages, identifying irregularities, omissions, or errors and able to make necessary revisions according to client needs.

Qualifications
 

    * • Post secondary education or equivalent work experience, with a minimum of 5 to 7 years general office experience (preferably with an insurance, legal, financial services or professional services company).
      • Holds or will obtain appropriate licensing.
      • Has an understanding of basic property/casualty insurance principals and basic understanding on claim handling/procedures.
      • Good PC skills with proficiency in email, word processing and spreadsheet software as well as working knowledge of presentation software.
      • Good verbal and written communication skills.
      • Results oriented with a strong customer service focus.
      • Ability to work independently or within a team-based environment.
      • Ability to work in a fast-paced, dynamic environment with changing priorities.
    * Previous experience working within an energy related field.
    * Working knowledge of local and global insurance markets, particularly European markets and Lloyds of London.
    * Understanding of European financial practices and principles.
    * Demonstrated ability toward understanding technicalities in underwriting clauses and wordings.
    * Understanding of energy industry terminology.