CRM Broking Associate - Shang Hai Shi, 中国 - Marsh McLennan Companies

描述

Description:

Analyzes risks and assists with developing solutions for clients' needs.

Assists with responding to client queries and concerns, resolving issues promptly in order to maintain client satisfaction.

Supports and assists in the design, development, and marketing of new brokerage products and programs to win new projects.

Assists more senior level Brokers on more complex client assignments.

Demonstrates proficient awareness of market conditions to better serve clients and inform more junior Brokers on market trends.

Updates management on issues, progress, etc, regularly and upon request to ensure high quality client service.

Monitors accounts (payments, collections, etc.) anticipating and preventing problems when possible.

Maintains strong relationships with clients, colleagues, and insurance/reinsurance companies to efficiently communicate client demands and requests internally.

May assess contract documents and bond forms, as well as banking terms and conditions.

May assess and explain for the Client the terms and conditions of General Agreement of Indemnity required to be executed by Clients to support all surety transactions.

May assess financial statements for all industries with specific knowledge of each industries unique financial metrics.