Associate II – Transactional Services

Marsh McLennan

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

Posted 10/13/2026full-timeUnited StatesMid-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 proficiency in Microsoft Office applications supports effective communication and collaboration across departments.

Highest-signal resume keywords

Excess Of Loss Reinsurance ExperienceAccounting ExpertiseClient Relationship ManagementMicrosoft Office ProficiencyNegotiation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AccountingReinsuranceClaims ManagementCash Application ProcessesClient Activity EntryPayment ComplianceService Level Agreements (SLAs)Financial AnalysisPortfolio ManagementProcess Improvement

Soft Skills

Attention To DetailTeamworkPositive AttitudeEffective CommunicationProactive Problem Solving

Certifications & Qualifications

Bachelor’s Degree In AccountingBachelor’s Degree In FinanceBachelor’s Degree In Risk Management

Industry Keywords

(Re)InsuranceClient Portfolio ManagementCash SettlementBroker RelationshipsMarket Needs Analysis

About the role

Key responsibilities & impact

Manage an assigned client portfolio through timely follow-up, accurate client activity entry, 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 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 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
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint)
Strong attention to detail
Ability to manage workload effectively
Demonstrated teamwork skills with a positive attitude
Proactive approach to improving processes
Excellent written and verbal communication skills
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 environment
Remote work flexibility as part of hybrid work