Account Specialist

at  Marsh McLennan

DESCRIPTION:

• Manage, track & report lifecycle of renewals across various stages of PRISM, RSM, Placement and Invoicing
• Generate / track NDA, KYC with client as per defined internal process for both CE and BD colleagues (Docusign)
• Organize participate various meetings and circulate actions, track the progress of the stages (JIRA)
• Accountable for maintaining documentation in coordination with internal teams, clients and insurers
• Gather / update client exposure information (Ezynsure), prepare / update slips (Quote slip, placing slip via Ezynsure), perform claims analysis and e-file documents
• Co-ordinate with the placement team to submit / follow-up quote slip and supporting documents
• Record insurer responses in Ezynsure (quotes)
• Analyze and prepare draft comparison (Financial and Coverage Comparison - FCC) for client team’s review (Ezynsure)Prepare and update placing slip (Ezynsure) for client team’s review,
• up for signed slip (JIRA)
• Capture client responses as part of data archival (Ezynsure, Shared folder)
• up and review certificates obtained from insurers (JIRA and Docusign)Track,
• up and do first check on policy documents. Co-ordinate with placement and client team’s review (Ezynsure, JIRA and Docusign)
• Responsible for tracking of invoices across end to end from Insurer, internal invoicing team till it reaches client (JIRA, Ezynsure)
• Update Ezynsure with policy and invoice details (Digital Submission Form)
• Manage / track premium & non premium endorsement details (Ezynsure and JIRA)
• Track and manage endorsement, invoice and certificate issuance for endorsements (Ezynsure and JIRA)
  Job ID R_255194

Please refer the Job description for details