Marketing And Operations Assoc.
MMC (San Francisco, California)

This job posting has expired.

You may wish to try a search for Marketing and Operations Assoc.

Or visit the FlipDog home page
 

General Summary Works with a specific group (4-6) Client Executives and/or Sales Professionals 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 Marketing & Operations Specialists who have responsibility for specific client ser 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 at least four years of client servicing, sales or marketing experience, or equivalent. Marsh preference is a bachelor’s degree or equivalent experience. Is an expert user of the Internet and of company-sanctioned e-mail, word processing and spreadsheet software (e.g. Microsoft Word, PowerPoint, Adobe, and Excel).  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 communications skills.vice cycle, prospect and data management tasks across the zone. Essential Functions Supports CEs with execution of key client service cycle tasks, including, but not limited to:·    Client Service Agreements (CSAs) – Works with CEs in advance of CSA renewal to prepare CSAs. Using the CSA Wizard, prepares draft CSAs for CE review. Maintains CSA Wizard for required CSA changes. Works with CE to obtain proper written client documentation prior to month expiry if CSAs are not signed. Monitors CSAs and documentation to ensure timely CSA compliance·    Client Data – Works with CEs and M&O Data Coordinator to ensure that client contact information is current and accurate. Processes changes in PCR/OMS as needed.  ·    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. ·    Transparency Compliance - Audits Transparency to ensure compliance with Marsh standards·    Annual Disclosure reviews – Gathers and prints reports for CE reviews. ·    Revenue Reconciliation (Edward) reports – Gathers Edward reconciliation reports. Reviews compensation to CSAs and provides input to CEs for final review. CEs own contractual obligations. ·    Client Renewal Strategy Meetings, Insurance Summaries, Stewardship, Internal/External planning meetings and reports- Coordinates meetings for CE and maintains open item lists for internal teams. ·    Pricing of Services (POS) – coordinates, gathers and aggregates POS information for CE discussions with Client Advisory and Risk Practices. Provides CEs with required summary information for client discussions.·    At-Risk, Lost, and Sales Funnel Reporting - Assists CEs in the identification and reporting of At Risk, Lost and new sales opportunities on a semi-monthly basis using designated tools (e.g. assists with creation of Sales Call Reports using the OMS application). ·    Client Survey - Gathers information and monitors follow-up to support Client Survey process May provide one or more of the following to support to Client Executives (CEs) or Sales Professionals (SPs): ·    CE Core filing management·    Ad hoc deadlines ·    Follow up on Past Due Accounts·    Monitor and close open items·    Spreadsheets, Simple reports or correspondence          ·    Research topics·    Project manage proposals (Advisory & CE practice)·    Provides support for RFP process as defined by RFP Project Team Leader.·    Handle client inquiries and requests·    Access to library for one-off requests (brochures and materials)·    When required, provides light administrative support such as expense reporting, time management (Mtime), travel arrangements or meeting preparations.