Apply on Employer Site

Marsh McLennan Agency · 1 week ago

Business Insurance Client Executive

Atlanta, GA

Full-time

Onsite

Senior Level

7+ years exp

Marsh McLennan Agency is a leading provider of business insurance and employee benefits solutions. The Client Executive will guide and support the account team, build client relationships, and drive strategy for client deliverables, ensuring client expectations are met.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Provide guidance, direction and support to account team as needed for data entry into Agency Management System

Tactful demonstration to carrier partners of the timing, art and understanding of the underwriter mindset in order to obtain the most desirable outcome for client. Rate and coverage negotiation for renewal and competitive quotes prior to presenting to Producer

Drives strategy and ownership of client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.)

Partnership: Builds client relationships at all levels (HR, Finance, Decision-makers and C-Suite)

Informs account team of any significant changes relating to the client. Understands and adapts to style of client to best suit their needs

Coordinates with Client Team to review tasks, status of deliverables, provide guidance on upcoming projects

Strategize on project details and give direction to the Client Team on needed tasks and sets / monitors deadlines

Prepares or coordinates preparation of deliverables for all client meetings throughout the year, including scheduling meetings, working within the parameters of the client’s expectations on timing and deliverables. Drives coordination of assignments with Producer feedback. Together with Producer, attends and presents deliverables to the client

Advanced understanding of available tools (Reference Connect, Playbook, MMA U)

Oversight for the delivery of other resources where applicable: Subject Matter Experts (Loss Control, Communications, Claims, etc.) Provides client insight as needed to make these areas more effective & tailored to the client’s strategic direction. An internal resource for team to rely on for questions related to carriers, clients for solutions

Provides New Business and Renewal Support based on the following tasks:

Assists Producer in New Business Production to include:

Triage (qualification of opportunity and team set up)

Strategy Meeting

Program Design

Coordinate Preparation of RFP with Internal Resources

Develop Service Plan

Presentation to Prospect

Renewal Strategy Meetings (Internal and External)

Renewal Exposure Analysis

Sends Submission to Market

Performs Non-Admitted Carrier Due Diligence

Performs Premium, Rate and Coverage Comparisons

Finalizes Proposal and Presentation to client / prospect

Submits Bind Order to Carrier

Performs Premium Allocations

Provides General Service Support based on the following tasks:

Assists in coordination of Carrier Loss Control Recommendation Compliance

Provides complex Contract Review

Stewardship Review and Preparation

Qualification

Advanced Designation CICAdvanced Designation ARMAdvanced Designation CRMAdvanced Designation CPCUAdvanced Designation AIDAComplex/loss sensitive experienceIn-depth program design understandingAdvanced project managementAdvanced carrier relationshipsExtensive product knowledgeEmotional IntelligenceBachelor's DegreeMicrosoft Office proficiencyNetworking skillsTeam leadershipStrategic Thinking

Required

Bachelor's Degree or Equivalent Work Experience Required

7-10 Years prior experience

Complex / loss sensitive experience required

Large, multi-layer & complex risks

Manages a book of business; a portion is independently managed by the Client Executive, and a portion includes Sales collaboration

Advanced application of prioritization & organizational skills

Advanced project management including delegation

Advanced carrier relationships

Networks with Sales Directors, Sales Executives and Centers of Influence

Extensive knowledge of products/lines and marketing techniques

Extensive knowledge of how products are utilized and administered

In-depth understanding of program design: Guaranteed Cost, Loss Sensitive, Captive/Self-Funded Programs, Layered/Quota Share

Up to date with current trends, regulations, etc

Expert use of tools & resources to include Microsoft Office Products (Excel, PowerPoint, Word, Outlook)

Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability

Property Casualty Resident's License Required

Annual CE Requirement

Preferred

Advanced Degree (RMIN, Finance, Accounting) experience a plus

Advanced Designation Preferred (CIC, ARM, CRM, CPCU, AIDA)

All Core Strengths of Sr. Client Manager plus: Emotional Intelligence, Strategic Thinking, Forward Thinking, Team leadership in conjunction with Producer

Benefits

Medical, dental and vision insurance

401K and company match program

Company-paid life and disability

Generous paid time off programs

Employee assistance program (EAP)

Volunteer paid time off (VTO)

Career mobility

Employee networking groups

Tuition reimbursement and professional development opportunities

Charitable contribution match programs

Stock purchase opportunities

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees