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 9/18/2026full-timeNew York City • New York • United StatesJuniorMid-Level💰 $97,700 - $162,700 per yearWebsite

Core Competencies

Role fit

Core Competencies

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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 collaborate across departments and implement process improvements to enhance operational efficiency.

Highest-signal resume keywords

Excess Of Loss Reinsurance ExperienceAccounting ExpertiseClient Relationship ManagementMicrosoft Office ProficiencyClaims Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AccountingReinsuranceClaims ManagementFinancial AnalysisProcess Improvement

Soft Skills

Attention To DetailTeamworkCommunication SkillsNegotiation SkillsWorkload Management

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPoint

Industry Keywords

Service Level AgreementsClient Portfolio ManagementCash Application ProcessesPayment WarrantiesBroker Relationships

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 departments to support collection efforts and cash application processes
Oversee timely settlement of funds to and from clients while ensuring compliance with payment warranties and conditions
Complete assigned tasks accurately according to 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 and market needs and resolve issues effectively
Participate in team meetings, share knowledge, and contribute to team 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 process-improvement ideas
Excellent written and verbal communication and negotiation skills
(Re)Insurance and claims experience is a standout qualification

Benefits

Comp & perks

Professional development opportunities
Interesting work and supportive leaders
Vibrant and inclusive culture
Career opportunities
Health and welfare benefits
Tuition assistance
401K savings
Other retirement programs
Employee assistance programs
Flexible work arrangements through hybrid work