Account Specialist
HybridManama, Manama, Bahrain
Job Summary
Support the Client Executive and Placement teams across the end-to-end renewal lifecycle by coordinating client servicing, gathering and formatting renewal documents, and managing communications in Marsh systems. Organize stakeholder communication, maintain accurate record-keeping, and track the lifecycle of renewals through PRISM, RSM, and JIRA while generating NDA and KYC requirements. Prepare draft financial and coverage comparisons, update placing slips, and follow up on signed documents and certificate issuance. Analyze insurer responses, track endorsements, and ensure compliance with all Marsh standards. This role involves working within a collaborative operations environment focused on efficiency and quality, supporting client service and renewal delivery across the Middle East region.
Required Qualifications
- Strong attention to detail to ensure accuracy and quality in client and renewal documentation
- Ability to multi-task and meet deadlines—especially during renewal cycles
- Working knowledge of Microsoft Word, PowerPoint, and Excel, and comfort switching across multiple systems
- Strong communication skills with the ability to collaborate with teams across different locations
- Excellent time management and the ability to work effectively in a self-directed way within a collaborative team
- Bachelor's degree
- Experience in the insurance sector and/or client service environment
- Strong relationship-building skills and a collaborative mindset
- Open-minded, adaptable, and able to learn quickly
- Renewals, placement, and documentation (PRISM / RSM / JIRA / Ezynsure / Docusign)
- Manage, track, and report the lifecycle of renewals across stages including PRISM, RSM, Placement, and Invoicing
- Generate and track NDA and KYC requirements with clients per internal process (including via Docusign) for Client Executive (CE) and Business Development (BD) colleagues
- Track progress of renewal and new business stages through JIRA
- Gather/update client exposure information (Ezynsure), prepare/update slips (quote slip, placing slip), and collect claims data
- Coordinate with the placement team to submit/follow up quote slips and supporting documents
- Record insurer responses and quotes in Ezynsure
- Analyze and prepare draft comparisons (Financial and Coverage Comparison – FCC) for client team review
- Prepare and update placing slips for review; follow up for signed slips (JIRA)
- Capture and archive client responses (Ezynsure/shared folders)
- Follow up and review certificates obtained from insurers (JIRA/Docusign)
- Track, follow up, and perform a first-level check of policy documents; coordinate review with placement and client teams
- Track and manage endorsements and certificate issuance (Ezynsure/JIRA)
- Remain current and compliant with all Marsh compliance, professional, and transparency standards
- Maintain a solid understanding of insurance procedures and related legislation
- All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
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