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CLIENT FINANCIAL ANALYST

Full time Tiempo completo

Description: client financial analyst we are seeking a detail-oriented and organized individual to join our team as a client financial coordinator at marsh. this role will be based in bogotá and is a hybrid position, requiring at least three days a week in the office. in this role, you will be responsible for delivering a consistent and exceptional client experience regarding all financial aspects of marsh engagements. your efforts will contribute to improved client satisfaction and ensure that our organization maintains a healthy financial position while meeting its financial obligations. we will count on you to: proactively track client placements and manage premium billings to ensure all items are invoiced in a timely manner. ensure appropriate documentation is included for submission of invoice requests to a centralized invoicing team. address any client or colleague inquiries to ensure invoicing is complete, including corrections as needed. support proactive credit control with the client to avoid notices of cancellation and marsh bad debt. resolve client invoicing issues, payment reconciliation discrepancies, and notices of cancellation ensuring client teams, fiduciary accounting, carriers, and clients are engaged accordingly. work with account owners, client teams, clients, and internal functional teams to research and resolve billing discrepancies and unbilled items. provide solutions for open revenue recognition and similar internal revenue reserve items. what you need to have: technical or bachelor’s degree in accounting, finance, business or related fields is pre...


ADMINSITRATIVE ASSISTANT

Full time Tiempo completo

Description: we are seeking a talented individual to join our administrative team at marsh mclennan. this role will be based in bogotá, colombia o mexico city, mexico. this is a hybrid role that has a requirement of working at least three days a week in the office. as an adminsitrative assistant, you will ensure that work runs smoothly for our senior business leaders by keeping them organized and providing day-to-day administrative support, including travel arrangements, calendar management, expense tracking, project management, document preparation, and correspondence. you will have the opportunity to interact with different areas of marsh mclennan and can look forward to a career with many opportunities to learn, grow, and advance. we will count on you to: successfully and consistently complete a variety of administrative tasks for core clients. collaborate with other administrative assistants/executive assistants to ensure fluid and flawless execution of duties. manage comprehensive calendars, designing schedules that align with high-level priorities and goals. proactively identify opportunities for internal and external meetings, interviews, and follow-up meetings. develop a knowledge base of projects, key clients, and internal support functions to support business goals and objectives. deliver a positive service experience to clients and build and maintain trusted relationships. what you need to have: previous executive assistant experience supporting business leaders or consultants. fluency in english is required. proficiency in microsoft office suite; basic knowledge...


CLIENT ACCOUNT REPRESENTATIVE

Full time Tiempo completo

Description: we are seeking a talented individual to join our team at marsh mclennan. this role will be based in bogotá. this is a hybrid role that has a requirement of working at least three days a week in the office. as an account representative, you will provide seasoned support to account managers, ensuring a high level of client satisfaction by reviewing insurance contracts and responding to client inquiries. you will strengthen and maintain relationships with clients and client teams, driving growth and retention through exceptional service. we will count on you to: strengthen and maintain relationships with clients and client teams to provide best-in-class service and drive growth and retention. administer routine tasks as part of the annual renewal cycle, ensuring all client needs are met timely and accurately. monitor and report on the status of client deliverables and outstanding items. work with operations and business to ensure timely delivery of policies, endorsements, audits, extensions, and cancellations to clients. collaborate with the client onboarding team to coordinate onboarding activities for new clients, ensuring a smooth transition and integration of services. respond directly to difficult client questions and requests, soliciting assistance from front office colleagues as needed. what you need to have: 2 years of experience in account management, customer service, customer support, administrative assistant or a related field.(flexible but some experience with client management) associate´s or bachelor’s degree. must be fluent in english (spoken and w...


(EZ-612) | BILINGUAL PLACEMENT INSURANCE ANALYST (PROPERTY)

Description: we are seeking a talented individual to join our marsh team at marsh mclennan. this role will be based in bogotá. this is a hybrid role that has a requirement of working at least three days a week in the office. the placement insurance analyst will conduct economic and technical analysis of insurance market quotations, ensuring accuracy and consistency in the information received. the role involves collaboration with internal clients, particularly placement brokers, to identify improvements and discrepancies in quotations. we will count on you to: - perform technical economic analysis of insurance market quotations and present findings in a comparative format. - review all received quotations and generate alerts for any inconsistencies between the information provided and the requested details. - receive and process requests for new business activations, renewals, and updates to the sales team. - manage the creation of codes in the system, ensuring accurate documentation and compliance with established processes. - provide first-level phone support for operational inquiries and follow up on incomplete information. - perform analysis and activate processes through the system, notifying the placement broker team of updates. - validate information for closing placements in the system and ensure that the appropriate documentation is stored in the document management system. what you need to have: - associate or bachelor degree. - minimum 2 years of experience in the insurance sector, including work with insurers, brokers, or agencies (general and proper...


CLIENT ACCOUNT REPRESENTATIVE | WE118

Description: we are seeking a talented individual to join our team at marsh mclennan. this role will be based in bogotá. this is a hybrid role that has a requirement of working at least three days a week in the office. as an account representative, you will provide seasoned support to account managers, ensuring a high level of client satisfaction by reviewing insurance contracts and responding to client inquiries. you will strengthen and maintain relationships with clients and client teams, driving growth and retention through exceptional service. we will count on you to: - strengthen and maintain relationships with clients and client teams to provide best-in-class service and drive growth and retention. - administer routine tasks as part of the annual renewal cycle, ensuring all client needs are met timely and accurately. - monitor and report on the status of client deliverables and outstanding items. - work with operations and business to ensure timely delivery of policies, endorsements, audits, extensions, and cancellations to clients. - collaborate with the client onboarding team to coordinate onboarding activities for new clients, ensuring a smooth transition and integration of services. - respond directly to difficult client questions and requests, soliciting assistance from front office colleagues as needed. what you need to have: - 2 years of experience in account management, customer service, customer support, administrative assistant or a related field.(flexible but some experience with client management) - associate´s or bachelor’s degree. - must be f...


BILINGUAL PLACEMENT INSURANCE ANALYST (PROPERTY)

Full time Tiempo completo

Description: we are seeking a talented individual to join our marsh team at marsh mclennan. this role will be based in bogotá. this is a hybrid role that has a requirement of working at least three days a week in the office. the placement insurance analyst will conduct economic and technical analysis of insurance market quotations, ensuring accuracy and consistency in the information received. the role involves collaboration with internal clients, particularly placement brokers, to identify improvements and discrepancies in quotations. we will count on you to: perform technical economic analysis of insurance market quotations and present findings in a comparative format. review all received quotations and generate alerts for any inconsistencies between the information provided and the requested details. receive and process requests for new business activations, renewals, and updates to the sales team. manage the creation of codes in the system, ensuring accurate documentation and compliance with established processes. provide first-level phone support for operational inquiries and follow up on incomplete information. perform analysis and activate processes through the system, notifying the placement broker team of updates. validate information for closing placements in the system and ensure that the appropriate documentation is stored in the document management system. what you need to have: associate or bachelor degree. minimum 2 years of experience in the insurance sector, including work with insurers, brokers, or agencies (general and property policies). proficiency in e...


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