Executive Admin/Operations Associate - Marsh - San Jose
Marsh USA - San Jose, CA

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As the world's leading insurance broker and risk advisor, Marsh is devoted to finding the opportunity in risk. Companies look to us to help them navigate the daunting global risk landscape, seeing risks others don't and unlocking opportunities others can't. With 25,000 employees and annual revenues approaching $5 billion Marsh serves more clients in more industries worldwide than any firm in our industry. We are looking for talented professionals to join our team. The successful candidate will exemplify Marsh's IGNITE Operating Principles, the behaviors that guide our conduct and growth - In Touch: Get out in front by being informed and being connected; Genuine: Be authentic with clients and each other; Nimble: Be flexible and move quickly to deliver quality results; Inclusive: Be open to diverse ideas, experiences and backgrounds; Trusted: Stand for integrity and ethical behavior; and Engaged: Actively participate in making Marsh extraordinary. We are seeking an Executive Admin/Operations Associate in our San Jose Operations department. General Summary: Works with a specific group (5-6) of Client Executives/Producers in the maintenance and retention of existing accounts and acquisition of new accounts by providing proactive support in the execution of client service cycle and prospect activities. Collaborates closely with Operations Specialists who have responsibility for specific client service issues and acts as the administrative assistant to the San Jose Office Head. Essential Functions: Client Service Agreements (CSAs) - Works with CEs to prepare CSAs and documentation to ensure timely CSA compliance and maintains CSA Wizard as required Marketing - Assist with coordination of annual conferences and seminar events; presentation development support; assistance with mass mailings. Client Survey - Gathers information and monitors follow-up to support Client Survey process. Mtime Coordinator - Follow-up with CEs/Producers to ensure Mtime compliance Client Data - Works with CEs and M&O Data Coordinator to ensure that client contact information is current and accurate. MCD/Record Retention Compliance - Interacts with CA/RP to ensure core client files meet minimum compliance standards. Client Service Cycle - Manages client calendars and monitors the management of Client Service Cycle tasks. Maintains accurate and timely client organization charts. Support POS Coordinators/CEs during the POS/POS-Lite process as needed (i.e. Generate reports, EZ Forms, NY Monthly Reports, etc.) Office Head Assistant - Performs administrative tasks, coordinates meetings, prepares reports and other confidential materials, arranges travel, manages expenses and trains other support staff. Client Executives/Producers support - Filing management, follow up on Past Due Accounts, spreadsheets and simple reports, support for RFP process, handle client inquiries and requests, expense reporting, time management (Mtime), travel arrangements and meeting preparations. Tech Growth Initiative Support - Responsible for tactical execution of the strategies developed by the WZ tech growth initiative project owners
Bachelor's Degree preferred or equivalent work experience. Requires in-depth knowledge of company policies, practices, and organization. Ability to interface with clients, employees and management at various levels within an organization. Maintains a high level of professionalism, integrity and trust. Ability to work under pressure to meet deadlines and changing priorities. Able to organize and handle multiple priorities. Follows instructions and completes tasks within assigned time frames and with acceptable levels of accuracy. Requires attention to detail, excellent analytical ability and strong communication skills. Has extensive knowledge of in-house, proprietary financial and business development reporting systems, as well as office databases and company-sanctioned presentation software. Has excellent written and oral communication skills. Demonstrates proficiency in MS Office applications, specifically Word and Excel

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Marsh & McLennan Companies is a global professional services firm providing advice and solutions in the areas of risk, strategy and...