Account Executive

1 Minute ago • 2 Years + • Account Management

Job Summary

Job Description

We are looking for a talented individual to join our Advisory team at Marsh McLennan. This hybrid role, based in Puebla, requires working at least four days a week at the client's office. As an Analyst, you will support clients with 3,000-5,000 insured individuals, advising them on Major Medical Expenses Insurance (SGMM) and life insurance usage, and guiding them on reimbursement documentation. You will also participate in employee presentations and maintain strong client relationships.
Must have:
  • Assist clients with risk management solutions and documentation.
  • Use advanced Excel skills for client lists and data management.
  • Make three weekly visits to different client locations.
  • Effectively present information to employees annually.
  • Demonstrate empathy and provide excellent customer service.
Good to have:
  • Collection experience is a plus.
  • Strong communication skills and availability to meet client needs.
  • Ability to adapt your approach to different individuals and situations.
Perks:
  • Professional development opportunities.
  • Interesting work and supportive leaders.
  • Vibrant and inclusive culture.
  • Opportunity to create new solutions and impact colleagues, clients, and communities.
  • Variety of career opportunities.
  • Benefits and rewards for well-being.

Job Details

We are looking for a talented individual to join our Advisory team at Marsh McLennan. This position will be based in Puebla. This is a hybrid role that requires working at least four days a week at the client's office.

As an Analyst, you will be responsible for providing support to clients with between 3,000 and 5,000 insured individuals, advising them on what to do if they use their Major Medical Expenses Insurance (SGMM) or life insurance, and guiding them on the necessary documentation for reimbursements. You will also participate in presentations to employees and maintain strong client relationships.

We will count on you to:

  • Assist clients with risk management solutions and documentation requirements.
  • Use advanced Excel skills to manage various client lists and data.
  • Make three weekly visits to different client locations.
  • Effectively present information to employees during annual discussions.
  • Demonstrate empathy and provide excellent customer service.

What you need to have:

  • A completed university degree.
  • A minimum of 2 years of experience in Major Medical Expenses Insurance (SGMM) and life insurance.
  • Intermediate Excel skills and data analysis capabilities.

What makes you stand out:

  • Collection experience is a plus.
  • Strong communication skills and availability to meet client needs.
  • Ability to adapt your approach to different individuals and situations.

Why join our team:

  • We help you be your best through professional development opportunities, interesting work, and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and impact colleagues, clients, and communities.
  • Our scale allows us to offer a variety of career opportunities, as well as benefits and rewards to enhance your well-being.

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About The Company

Marsh McLennan (NYSE: MMC) is the world's leading professional services firm in the areas of risk, strategy and people. The Company's 76,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions. Guy Carpenter develops advancedrisk,reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients.

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