Commercial Insurance Executive Assistant

4 weeks ago


Dallas, Texas, United States Marsh Full time

Customer and client expectations are constantly evolving. Companies are merging at historic rates. Technology is developing faster than the market can keep up with. So what competitive advantage is left? The answer: People. At Marsh, our people are the only irreplaceable assets, the ones who will make the difference now and for years to come.

Marsh is seeking candidates for the following position: Commercial Insurance Executive Assistant (Property & Casualty) based out of our Dallas, TX office:

What can you expect?

  • As the Commercial Insurance Executive Assistant to a top Business Development Executive, you'll play a vital role in supporting the Business Development Executive so they maximise their time with clients, prospects, and centers of influence
  • You will be part of a global workforce energized and united by a common purpose: making a difference in the moments that matter – for our clients, our communities, and our world
  • You can rest assured a high value is placed on diversity and we work to foster understanding, inclusion, and innovation in the workplace
  • You will be doing meaningful, challenging work, and can look forward to a career with many opportunities to learn, grow, and advance

What is in it for you?

  • A company with a strong brand and strong results to match, and are committed to making a difference in the lives of people
  • A culture of belonging, innovation, collaboration, internal mobility, and extraordinary career opportunities through our four businesses: Marsh, Mercer, Guy Carpenter, and Oliver Wyman, each consistently ranked the industry leader in their fields
  • Competitive pay, and full benefits package – effective starting Day 1 (Medical, dental, vision, STD/LTD, life insurance, generous 401k match AND automatic contribution)
  • Generous paid time off for vacation, sick days, company holidays (with early dismissal), floating holidays, and time to give back to your community; flexible work culture
  • Colleague Resource Groups which provide access to leaders, relevant volunteer, and mentoring opportunities, and interactions with counterparts in industry groups and client organizations

We will count on you to:

  • Proactively review emails, prioritize by level of urgency, and coordinate with other departments as needed (Risk Practices, Marketing, Finance, HR, Operations)
  • Learn and understand the Business Development Executive's priorities in order to proactive manage their calendar, scheduling work blocks for projects or focused work, calls, video conference meetings, in-person, and on-site/off-site meetings with clients, prospects, centers of influence, and colleagues
  • Compose, check, edit, and send emails to clients and prospects on behalf of Business Development Executive
  • Answer, handle, and screen telephone calls from clients, c-suite executives, and employees
  • Arrange and coordinate complex and frequently changing domestic and international travel arrangements and logistics, including international visa and immigration matters
  • Prepare logistics and materials needed for conference meetings, events, and travel in advance of trips; this includes being able to receive a list of priorities and individuals to contact and independently creating and confirming an agenda
  • Master the functions, norms, and operation of our Client Relationship Management (CRM) system
  • Make daily accurate updates to the records of Business Development Executive's clients and prospects in the CRM system
  • Run weekly reviews with the Business Development Executive on their funnel (the prospects listed in the CRM system), recording and executing the agreed follow-up actions to advance each opportunity
  • Proactively research and summarize key industry trends, news, and information to assist Business Development Executive in providing value to clients and prospects; effectively coordinating with Marsh's Industry Practices and the India Knowledge Services team as needed
  • Edit and/or proofread executive level documents, reports, graphs, PowerPoint presentations, and Excel correspondence while ensuring all documents produced adhere to Marsh's global identity, and document standards and templates
  • Manage sensitive, highly confidential, and proprietary information with discretion and the utmost level of confidentiality at all times
  • Coordinate projects as needed, set priorities, meet deadlines, and follow up on assignments with minimal supervision and direction
  • Organize and file information in joint electronic filing system (MS Teams)
  • Process, coordinate, and file expense reports in a timely manner
  • Identify and take proactive approach to assigned tasks
  • Resolve administrative problems by analyzing information, identifying, and communicating solutions by working across multiple internal teams

What you need to have:

  • 5 years of experience in an executive administrative / project management capacity supporting senior or global leaders for a large corporate or consulting company
  • Ability to juggle significant travel arrangements and take action to plan accordingly once preferences are known without direction; an energetic member of the team
  • Flexibility to be online to address unexpected disruptions to travel and make alternative arrangements as needed (including weekends and holidays if needed)
  • Strong interpersonal skills coupled
  • Excellent verbal and written communications skills
  • Confidence in working with senior external and internal contacts
  • Strong organizational skills, which are adaptable to changing priorities
  • Ability to add structure where needed
  • Ability to juggle many tasks at once and follow up on outstanding items
  • A proactive mindset with self-directed decision making in respects to planning (setting up visitor passes, locations for meetings without direction, etc.)
  • A detail oriented mindset that produces highly accurate work products and timely completion of commitments
  • Strong Excel and Powerpoint skills, and working knowledge of the Microsoft Office Suite

What makes you stand out:

  • College degree
  • Commercial Property & Casualty Insurance experience preferred
  • Project management experience
  • Mastery of Microsoft Dynamics CRM system

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 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



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