Client Fiduciary Specialist

About the role

This role is based in Edina, MN and is a hybrid position requiring at least three days a week in the office.

Responsibilities

• Meet stated targets or document business circumstances; provide detailed transaction narratives for MMC audits of unapplied cash.
• Allocate funds (including cross-allocations, offsets, and urgent special requests) without causing funding issues; review LAPS and act accordingly.
• Fulfill timely client and urgent market requests, including urgent collections and special payment arrangements, while ensuring proper documentation and no funding disruption.
• Manage banking setup and transactions with appropriate supporting documentation; obtain and submit banking details as required.
• Collect all open balances for clients and markets, including CAT and high-dollar claims; document business circumstances for any nonpayment.
• Establish collaborative partnerships with market, client, broker, and external teams and follow established workflow guidelines consistently (input narratives, run marking group, assist with collateral work, and attend weekly NA Fiduciary huddles).

Requirements

• 3+ years of office experience in related industries such as primary insurance, claims, underwriting, or financial services, with a bachelor’s degree in accounting or a related field.
• Proficient in Word, Outlook, and Excel, with strong attention to detail and the ability to manage workload effectively under regular supervision.
• Excellent communication and negotiation skills, both written and verbal, with a positive attitude and a commitment to delivering superior client service while promoting the Guy Carpenter brand.
• Demonstrated ability to work collaboratively in a high-performance team, quickly assess problems, offer effective solutions, and make sound judgments with guidance, escalating issues to management when necessary.

Qualifications

• Prior experience with reinsurance
• Knowledge of reinsurance principles, regulatory controls, and business trends.

Skills

• Excel analysis
• Collaborative teamwork
• Problem-solving

Benefits

We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients and communities. We offer a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Pay

The applicable base salary range for this role is $73,600 to $132,500. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis.

Schedule

All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.