Associate II - Transactional Services

This role will be based in New York or Philadelphia and operates on a hybrid schedule, requiring at least three days a week in the office.

About the role

Manage an assigned client portfolio by ensuring timely follow-up, accurate activity entry, and premium collection. Collaborate with departments to support collections and fund settlements while adhering to SLAs. Provide detailed accounting and claims information to support sales, build strong relationships with brokers, clients, and markets, and actively contribute to team efforts.

Responsibilities

• Manage assigned client portfolio, including timely follow-up, accurate system entry of client activity, and securing reinsurance premiums.
• Collaborate with other departments to support collection efforts and cash application processes as needed.
• Oversee timely settlement of funds to and from clients, ensuring compliance with all payment warranties and conditions.
• Complete assigned tasks accurately and in accordance with Service Level Agreements (SLAs).
• Provide detailed client-specific accounting and claims information to support sales opportunities.
• Build and maintain strong relationships with brokers, clients, and markets by understanding their needs and resolving issues effectively.
• Actively participate in team meetings to share knowledge and contribute to outcomes.

Requirements

• 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 and ability to manage workload effectively.
• Demonstrated teamwork skills with a positive attitude.
• Proactive in offering and implementing ideas to improve processes in a dynamic environment.
• Excellent written and verbal communication and negotiation skills.
• Consistently promote and enhance the Guy Carpenter brand.

Qualifications

• Insurance and claims experience.

Benefits

• Professional development opportunities.
• Supportive leaders and a vibrant, inclusive culture.
• Career growth opportunities within a global organization.
• Benefits and rewards to enhance well-being.