Business Insurance Client Executive

Reposted 11 Days Ago
Be an Early Applicant
2 Locations
In-Office
Expert/Leader
Fintech • HR Tech • Insurance • Consulting
The Role
Manage a complex book of business, assist with renewals, handle new accounts, conduct analyses, and maintain client relationships.
Summary Generated by Built In
Company:Marsh McLennan Agency

Description:

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

We are looking for a Client Executive to manage a high-profile book of business that is complex, generates substantial revenue and critical to the company; assist Producers in handling renewals, sale of new accounts, and rounding of existing accounts. 

A day in the life.

  • Assist producers in new production activities to meet or exceed production goals as established.
  • Oversee or facilitate Renewal process for existing business to meet or exceed goals as established.
  • Design Detailed analyses, including but not limited to:
    • Exposure Analysis
    • Claims review
    • Loss Trends
    • Market Changes
    • Certificate Audits
  • Design presentations for prospect/client meetings.
  • Independently conduct meetings with client/carriers, as needed.
  • Accompany producers on Prospect meetings.
  • Meet with producers and account teams to discuss issues and resolve problems.
  • Maintain proper level of communication and build effective relationships with producers, account teams and carrier partners.
  • Gather client information for renewals and new business to begin the remarketing/marketing process.
  • Develop and expand coverage lines to existing accounts.
  • Provide insurance advice pertaining to technical aspects and service support of new and renewal business including maintaining client retention of existing accounts.
  • Maintain a current level of knowledge on forms and coverage changes through bulletins and circulars.
  • Participate in seminars and classes for skill and knowledge development.
  • Keep abreast of industry trends and insurance marketplace changes to help maintain competitive status for the agency within the industry.
  •  Key Liaison with clients to assess needs and provide solutions.
  • Develop, Maintain and execute proactive service plan for each client.
  • Review Prospects polices/insurance program and provide feedback.
  • Provide Quality Consultation services and serve as a resource to producers, Account Managers and Clients.

Our future colleague:

  • ­Currently Florida 2-20 License
  • Previous Managerial or Team-Lead experience a plus
  • Excellent presentation, written, communication and customer service skills
  • Excellent leadership skills
  • Travel required
  • College degree desirable; or equivalent combination of education and 10 years related experience.
  • Strong technical insurance knowledge and background
  • Strong communication and negotiation skills under stressful situations
  • Working knowledge of Sagitta Agency Management/ImageRight Document Management System, or willingness to learn

Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.  

Some benefits included in this role are:

  • Generous time off, including personal and volunteering
  • Health Insurance
  • 401k
  • Professional development opportunities
  • Hybrid work
  • Six week paid parental leave for the birth or adoption of a child
  • Charitable contribution match programs
  • Stock purchase opportunities

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

  • https://www.instagram.com/lifeatmma/
  • https://www.facebook.com/LifeatMMA
  • https://www.linkedin.com/company/marsh-mclennan-agency/

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

#MMABI

#MMABOU

Skills Required

  • Currently Florida 2-20 License
  • Previous Managerial or Team-Lead experience
  • Excellent presentation, written, communication and customer service skills
  • Excellent leadership skills
  • Travel required
  • College degree desirable; or equivalent combination of education and 10 years related experience
  • Strong technical insurance knowledge and background
  • Strong communication and negotiation skills under stressful situations
  • Working knowledge of Sagitta Agency Management/ImageRight Document Management System, or willingness to learn

Marsh McLennan Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.

  • Leave & Time Off Breadth Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
  • Healthcare Strength Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
  • Retirement Support Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.

Marsh McLennan Insights

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The Company
HQ: New York, NY
78,000 Employees
Year Founded: 1871

What We Do

Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.

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