Account Representative

2 months ago

Dallas, Texas, United States Marsh Full time

Marsh seeks a talented and driven commercial lines insurance professional for our open Account Representative opportunity in Dallas, TX. This position collaborates with Account Executives and Client Executives managing the day-to-day activities to support client accounts.

What can you expect?

  • This position is critical to successfully support complex or high-yield commercial client accounts
  • Work alongside highly experienced colleagues to gain experience and skillsets for professional growth
  • You will receive on the job, computer-based training to be successful and productive in this role

What is in it for you?

  • A company with a strong brand and strong results to match
  • Culture of internal mobility, collaboration, and valued partnership with HR from the business.
  • Employee Resource Groups, which provide access to leaders, relevant volunteer, and mentoring opportunities, and interactions with counterparts in industry groups and client organizations.
  • Competitive pay, Full benefits package – starting day one (medical, dental, vision, life insurance, generous 401k match, AND contribution).
  • Flexible work opportunities for work/life balance
  • Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan

We will Count on you to:

  • Assist with the account work for a team of Client Executives by supporting transactions for complex or high-yield accounts.
  • Communicate frequently with Brokers, Client Executives, Client Representatives, and internal stakeholders and independently draft and send correspondences for circulation.
  • Maintain the account management system and software; ensure all posted information is accurate and timely and is accountable for the overall functionality and performance of the system for team use.
  • Complete all filings and documentation necessary for account work and compliance purposes in accordance with Company standards and coordinate with internal and external stakeholders to acquire necessary information or documentation to complete filings and processing.
  • Independently coordinate and organize large ad-hoc or reoccurring events including managing communications, creating the agenda, logistics, and managing a budget.
  • Draft and review presentations or deliverables for account work to ensure all content is accurate, and appropriately relay and address all necessary topics or concerns.
  • Conduct and collect satisfaction surveys for all existing team accounts and develop reports to relay results to the Client Executives.
  • Be responsible for accounting matters, reconcile Accounts Receivable with Accounting differences and follow up on all accounting-related gaps or issues until they are resolved.

What you Need to Have:

  • 1+ years of insurance experience servicing client accounts
  • Property & Casualty License for the state of Texas or ability to obtain within 30 days of hire
  • MS Office proficiency (Word, Excel, Outlook, PowerPoint)
  • Previous experience in a fast-paced office environment
  • Must be detail-oriented and a quick learner
  • Excellent organizational and multitasking ability
  • Must possess strong communication skills

What Makes You Stand Out?

  • Commercial lines insurance experience
  • Bachelor's Degree
  • Previous experience in billing, systems, and procedures
  • Good problem-solving skills
  • Ability to work in a team environment

Marsh is the world's leading insurance broker and risk adviser. With more than 45,000 colleagues operating in more than 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 leading global professional services firm in the areas of risk, strategy and people. With annual revenue of over $20 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 Twitter.

Marsh McLennan 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, veteran status (including protected veterans), or any other characteristic protected by applicable law.

If you have a need that requires accommodation, please let us know by contacting

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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