Overview
Account Specialist Jobs in City of Cape Town, Western Cape, South Africa at Marsh
Title: Account Specialist
Company: Marsh
Location: City of Cape Town, Western Cape, South Africa
Marsh is seeking an Account Specialist to join our Operations team in Cape Town. This role sits at the heart of our client value proposition—supporting client servicing and placement teams to deliver efficient, accurate, and timely renewal and servicing outcomes.
You’ll be part of a collaborative team that values quality, efficiency, and outstanding results. If you are detail-oriented, thrive in a fast-paced environment, and enjoy working across multiple stakeholders and systems, this is an excellent opportunity to build a long-term career within Marsh.
What’s in it for you
- Learn new skills and gain exposure to evolving tools and technology
- Work across multiple business lines (within specific segments) across the region
- Deliver high-quality outcomes that contribute to client engagement, retention, and revenue impact
- Access internal development opportunities and career growth pathways
- Be part of a key strategic initiative: Operations Excellence
- Focus on quality and efficiency in a role that is not sales-driven
Key responsibilities
Working closely with client servicing (CEs), placement, and operations teams, you will:
- Build new skills and exposure by working with evolving tools, technology, and internal development opportunities that support career growth.
- Work across multiple business lines and regions within specific segments, gaining broad operational experience.
- Contribute to business impact by supporting high-quality outcomes that help client engagement, retention, and revenue.
- Join Operations Excellence, a strategic initiative focused on quality, efficiency, and continuous improvement in a non-sales-driven role.
- Support client renewal and servicing activities by gathering, formatting, and preparing renewal information, proposals, presentations, and other required documents.
- Coordinate workflows and stakeholder communication by managing timelines, tracking milestones, recording communications, maintaining repositories, and ensuring timely follow-up on open items.
- Maintain accurate data and documentation through data entry, recordkeeping, file labeling, checklist maintenance, benchmarking support, and adherence to Client First and operational excellence standards.
- Support PRISM and RSM renewal meetings by collecting documentation, attending meetings, circulating actions, tracking progress, updating slips, and finalizing submission materials.
- Prepare and analyze placement materials including updated client exposure data, claims analysis, quote slips, Financial and Coverage Comparisons (FCC), NDAs, placing slips, and insurer responses.
- Handle post-placement and compliance tasks such as checking policy/invoice documents, coordinating reviews, managing invoices and credit control, tracking subjectivities, and managing endorsements, certificates, and related records across ET2, RISCS, Jira, SharePoint, iConnect, and DocuSign.
What you need to have
- Previous experience working within the insurance sector, preferrably within Commercial Insurance , Policy administration, Renewal management or Insurance operations.
- Strong attention to detail and commitment to accuracy
- Ability to multi-task, prioritize effectively, and meet deadlines
- Proficiency in Microsoft Word, PowerPoint, and Excel; comfortable working across multiple applications
- Aptitude for / understanding of core Marsh technologies such as MarshForce, Eurosys, RiSCS, ET2, DocuSign, MShare, and Jira
- Strong communication skills and confidence working with distributed teams
- Excellent time management and ability to work independently in a collaborative environment
What will make you stand out
- Bachelor’s degree
- Experience within the insurance sector and/or in a client service environment
- Strong relationship-building skills and a collaborative mindset
- Open-minded, curious, and able to learn quickly
Marsh is committed to building a diverse, inclusive, and flexible workplace. We welcome applications from all qualified candidates.