Team Leader/Senior Client Executive, Business Insurance P&C jobs in United States
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Marsh McLennan Agency · 4 hours ago

Team Leader/Senior Client Executive, Business Insurance P&C

Marsh McLennan Agency is a leading provider of business insurance and employee health solutions. They are seeking a Team Leader/Senior Client Executive to oversee assigned accounts, drive client retention, and support team development while exemplifying professionalism and technical expertise.

Employee BenefitsHealth CareInsuranceRetirement
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Growth Opportunities

Responsibilities

Overseeing all aspects of assigned accounts
Maintaining, monitoring, and managing these accounts to achieve client retention goals
Ensure client satisfaction with our services
Account rounding
Troubleshooting
Cross-selling to other departments
Collaborating with Producers on new business development
Proactively drive retention and new business in alignment with the company’s sales and service model
Establish structure and accountability within your respective departments/groups to optimize the firm’s economic potential
Fostering the principles of leadership and teamwork
Support your team by providing technical advice, market insights, guidance, and leadership during internal and external discussions and negotiations
Facilitate educational opportunities for team members
Provide direction for their career development and success

Qualification

P&C LicenseInsurance industry experienceLeadership experienceMicrosoft Office proficiencyAnalytical skillsContinuing educationEpic experienceCommunication skillsRelationship buildingTime managementOrganization skillsPresentation skillsProblem solving

Required

A minimum of 10 years' insurance industry experience with at least 4 years' experience in a brokerage environment
Active P&C License
Demonstrated success in a leadership role
Effective oral and written communication and relationship building skills
Strong analytical and problem solving skills
Ability to conduct presentations and speak to internal and external stakeholders at all levels
High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint as well as agency management systems and web browser software
Exceptional time management and organization skills and demonstrated ability to manage multiple priorities efficiently
Advanced insurance designations applicable to the above duties strongly preferred as well as a willingness to pursue continuing education and professional development

Preferred

Bachelor's degree in Risk Management, Business Administration, Finance or other relevant programs
Experience with Epic

Benefits

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs

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