Marsh and McLennan Vacancies 2022 – Client Executive

Website Marsh and McLennan



  • Understand the Client’s business issues, credit insurance programs and service plans
  • Responsible for service delivery to the top-tier clients which includes all client meetings (with or without the Insurer).
  • Actively source and market trade credit insurance internally and externally
  • Achieve pre-agreed new business target
  • Working with Marsh specific procedures and guidelines
  • Strives to deliver best practice, market leading service and solutions
  • Ensure successful renewal of insurance contracts as per the Marsh Trade Credit Professional Standards.
  • Conduct service calls, pre-renewal and renewal meetings. Identify the client’s trade credit needs and objectives
    • Request and analyse underwriting information and Insurer documentation.
    • Prepare and submit accurate market presentations.
    • Collate and negotiate renewal terms with existing and prospective insurers
    • Assist in preparation of client renewal reports
    • Manage declarations, collection and settlement of commissions or fees in accordance with Working Capital Management targets
  • Preparation of budget for portfolio and understanding the importance of client profitability, with attention to monthly forecasting
  • Keep abreast with the insurance markets (both local and overseas).
  • Fostering of sound working relationships with other functional business units.
  • Familiarity and compliance with all company policies, statutory and regulatory requirements.
  • Ensure that technical, claims and service delivery standards are properly implemented for the client in terms of quality management systems.
  • Comprehensive knowledge of all standards applicable in respect of the client service delivery function.
  • Ensure all products and services available within Marsh Africa are marketed to the client as appropriate.
  • Ensure that premiums are collected and properly matched internally.
  • Participation and representation on various industry forums.
  • Assist in the preparation of reports on specific projects, as requested
  • Assist in supervision, coaching and management of performance of colleagues.
  • Undertake specified tasks as directed any management adhering to agreed timescales




  • Minimum of 5 years appropriate experience in the sales, and client service delivery function.
  • Trade Credit insurance or related credit experience of 5 years advantageous
  • Relevant formal qualification and AIISA (or similar) advantageous.
  • Must be FAIS compliant – minimum 150 credits and have passed RE 5 Examination.
  • Fluent in English (compulsory).
  • Must have own vehicle and be willing to travel to see clients, and between Marsh offices.



  • Passionate about clients and service
  • Enthusiastic – Energetic yet professional
  • Self-disciplined – Required to manage your own portfolio of clients
  • Communication – Structures content of communication
  • Team player – Takes responsibility for team’s work
  • Accuracy – Identifies issues and takes action
  • Thinking Client First – Addresses underlying needs of clients
  • Impact & Influence – Adapts to increase impact
  • Business Awareness – Undertakes relevant research
  • Drive for Results – Improves performance
  • Leadership: Clarifies objectives
  • Innovation: Thinking Outside the Box – Sees clearly through complexity
  • Competent in Microsoft Office and all relevant Marsh business applications



  • Must be able to work in a high pressure environment and behave in a calm manner when under pressure.
  • Must show resilience in character, and be able to bounce back from difficult clients or situations.
  • Must be able to think on your feet, and have a mature approach to your work and clients.
  • Professional personality and behavior at work, (working for a large global business and corporate type clients)
  • Must have excellent, professional written skills, minute-taking, report writing skills, and strong attention to detail.
  • Must have sales experience in trade credit industry

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