Associate II – Transactional Services

Marsh McLennan

. Manage an assigned client portfolio through timely follow-up, accurate client activity entry, 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

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 effectively across departments to enhance collection efforts 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 ExperienceExcellent Written And Verbal Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Activity EntryReinsurance Premium ManagementCash Application ProcessesSettlement Of FundsAccountingClaims InformationProcess ImprovementAttention To Detail

Soft Skills

Teamwork SkillsPositive AttitudeNegotiation SkillsWorkload Management

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPoint

Industry Keywords

ReinsuranceClaimsService Level AgreementsClient RelationshipsPayment Warranties

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 complying 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 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 skills
Excellent 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
Hybrid work with remote flexibility
Collaboration, connections, and professional development benefits from working in the office