Client Executive - Trade Credit

Company:

Marsh

Description:

We are seeking a talented individual to join the Specialty – Trade Credit division at Marsh. This role will be based in Sandton, hybrid and has a requirement of working at least three days a week in the office.

We will count on you to:

• Actively source and market trade credit insurance internally and externally

• Achieve pre-agreed new business target

• 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).

• Working with Marsh specific procedures and guidelines

• Strives to deliver best practise, 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

  • Prepare and deliver PowerPoint presentations for client pre-renewal meetings

  • Conduct online or in-person policy training for clients as required

  • Manage declarations, collection and settlement of commissions or fees

• 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.

• Participation and representation on various industry forums.

• Assist in the preparation of reports on specific projects, as requested

• Undertake specified tasks as directed any management adhering to agreed timelines

What you need to have:

• Minimum of 5 years appropriate experience in the sales, and client service delivery function.

• Trade Credit insurance or related credit experience of 5 years 

• 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.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.

• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.

• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing 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. We are also committed to providing reasonable support to any candidate with a disability to allow them to fully participate in the recruitment process. We welcome candidates to contact us at [email protected] to discuss any specific needs.

Marsh 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 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.