Associate II – Transactional Services

Marsh McLennan

. Manage an assigned client portfolio, including timely follow-up, accurate system entry of client activity, and securing reinsurance premiums .

Posted 10/13/2026full-timeUnited StatesMid-Level💰 $97,700 - $162,700 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client portfolios within the (Re)Insurance sector, ensuring compliance with payment warranties and conditions while providing detailed accounting and claims information. Strong ability to build relationships and collaborate across departments to enhance operational efficiency and support sales opportunities.

Highest-signal resume keywords

5+ Years Experience In Excess Of Loss ReinsuranceBachelor’s Degree In AccountingProficient In Microsoft Office ApplicationsReinsurance And Claims ExperienceStrong Attention To Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Excess Of Loss ReinsuranceAccountingClaims ManagementCash Application ProcessesService Level Agreements (SLAs)Client Activity ManagementPayment Warranties ComplianceFinancial ReportingData Entry AccuracyProcess Improvement

Soft Skills

Teamwork SkillsPositive AttitudeEffective CommunicationNegotiation SkillsWorkload Management

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPoint

Industry Keywords

(Re)InsuranceClient Portfolio ManagementAccounting StandardsFinancial ComplianceClaims Processing

About the role

Key responsibilities & impact

Manage an assigned client portfolio, including timely follow-up, accurate system entry of client activity, and securing reinsurance premiums
Collaborate with other departments to support collection efforts and cash application processes
Oversee timely settlement of funds to and from clients, ensuring compliance with payment warranties and conditions
Complete assigned tasks accurately in accordance with Service Level Agreements (SLAs)
Provide detailed client-specific accounting and claims information to support sales opportunities
Build and maintain relationships with brokers, clients, and markets
Understand client needs and resolve issues effectively
Participate in team meetings to share knowledge and contribute to outcomes

Requirements

What you’ll need

5+ years of experience in excess of loss reinsurance and accounting
Bachelor’s degree in accounting, finance, or risk management
Proficient in Microsoft Office applications (Word, Excel, PowerPoint)
Strong attention to detail
Ability to manage workload effectively
Demonstrated teamwork skills with a positive attitude
Proactive in offering and implementing ideas to improve processes in a dynamic environment
Excellent written and verbal communication and negotiation skills
(Re)Insurance and claims experience is a standout qualification

Benefits

Comp & perks

Professional development opportunities
Health and welfare benefits
Tuition assistance
401K savings
Other retirement programs
Employee assistance programs
Flexible hybrid work environment
Performance-based incentives may be available