Client Executive - Business Insurance jobs in United States
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Marsh McLennan Agency · 3 hours ago

Client Executive - Business Insurance

Marsh McLennan Agency (MMA) provides a range of insurance solutions and is seeking a Client Executive for their Business Insurance team. This role focuses on developing client relationships, managing accounts, and providing consulting services on business insurance programs.

Employee BenefitsHealth CareInsuranceRetirement
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Growth Opportunities

Responsibilities

Develop effective business relationships through in-person visits, entertainment, and virtual contact at various levels within client organizations
Manage service levels for assigned accounts to meet revenue, profitability, retention goals, and client expectations
Utilize internal relationship-based sales methodology and lead efforts to promote agency expertise through educational events
Assist clients with strategic planning, goal setting, renewal planning, and establishing timelines
Identify additional business opportunities and cross-sell services
Coordinate team efforts to ensure delivery of client service agreements and provide guidance to team members
Review compliance and client disclosure requirements, ensuring alignment with internal policies and legal standards
Mentor and develop team members, providing ongoing training and support
Prepare and manage client presentations for new and existing accounts
Coordinate risk placements with clients, carriers, and vendors
Stay informed on industry trends and legislative changes to effectively advise clients and manage risk
Gather information, provide solutions, and resolve client issues for the existing book of business
Analyze accounts and prepare coverage recommendations, facilitating account rounding and negotiating with carriers
Lead marketing and placement efforts for new and renewal business, including preparing submissions and negotiating coverage and pricing

Qualification

Property & Casualty licenseCommercial lines insuranceTechnical underwritingAnalytical skillsInterpersonal skillsCustomer service experienceNegotiation skillsTeam collaborationFlexibilityCreativity

Required

High school diploma or equivalent
Property & Casualty license
5+ years of experience working in customer service, underwriting, commercial lines insurance for a carrier or broker preferred
Good interpersonal skills and a high sense of urgency
Must have the ability to work under pressure and multi-task
Ability to work well in a fast-paced team environment and communicate effectively
Flexibility and creativity in developing innovative and customized insurance solutions
Strong analytical skills with the ability to negotiate quotations, evaluate client needs, and develop innovative business solutions
Knowledge of technical underwriting and extensive knowledge of commercial industry laws, products, coverages, and markets

Preferred

College degree in Business, Risk Management or similar field
Advanced designations such as CIC, CRM and AAI

Benefits

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities

Company

Marsh McLennan Agency

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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.

Funding

Current Stage
Late Stage

Leadership Team

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Ben Newman
Chief Financial Officer
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Michael Harris
COO
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Company data provided by crunchbase