Client Services Specialist

2 months ago

Wellington, Wellington, New Zealand Marsh Full time

Marsh is seeking candidates for the following position based in the Wellington office:

Client Services Specialist

What can you expect?

You will provide support to Client Facing Brokers in all aspects of administration and technical support through the accurate, efficient and timely production of most complex policies and related documentation. You will demonstrate increased technical proficiency while providing peer level mentoring to Operations Specialist and Coordinators.

What is in it for you?

Marsh strongly believes in "Feeling comfortable bringing your whole self to work is a fundamental right of every colleague." We offer following benefits to our employees so they feel valued each day at work:-

  • Leading training and development program
  • Flex @ Marsh
  • Professional environment where your career path really matters and is supported in our global organization
  • Great team environment with energetic and supportive colleagues

We will count on you to:

Ensure the efficient and timely production of all policy and related documentation across the insurance life cycle, including but not limited to:

  • Invoices and related policy documentation
  • Quotation and placing slips
  • Premium and adjustment calculations
  • Claims history
  • Draft policy wordings and endorsements for Brokers, Risk Advisors and Client Executives
  • Draft renewal reports and insurance manuals
  • Questionnaires to asses coverage needs
  • Update computer system records
  • Current and outstanding documentation follow ups
  • Ensure documents are saved to the compliant filing systems
  • All other documentation (e.g: email templates, insurer forms etc)
  • Production/processing of complex and confidential documentation when

Additional duties will include:

  • Assist Brokers, Risk Advisors and Client Executives with client and insurer debtor inquiries
  • MPS – quotes, placement and endorsement
  • Client and insurer debtor control
  • TechCertain/Micro processing
  • Issuance of CE renewal list reports – download, pdf, and issuance to CE's
  • Claims admin – send & receive client claim forms, and submit & follow up with insurers
  • E-placement processing – Terms and Placement
  • DocGen – Quote and Placement
  • Upload tasks to Jira
  • Back-up person for the contractors when they are unavailable or on leave

What you need to have:

  • University degree or equivalent work experience
  • Ability to interface with colleagues at all levels within the organisation
  • Strong numerical skills
  • Excellent communication and interpersonal skills
  • Proficient in Microsoft Office tools
  • Adept to learning new technologies

What makes you stand out:

  • New Zealand Certificate in Financial Advice (Level 5) or equivalent
  • Work experience in insurance or financial services

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. 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 , 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 is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.

Please note: All offers of employment are contingent upon clear results of a thorough background check including criminal record check, previous employment history and financial stability. Please note that people with criminal records are not automatically barred from applying for this position. Each application will be considered on its merits.

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.

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