Client Executive - Trade Credit

Posted One Month Ago
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Whitehall, PA, USA
In-Office
Mid level
Fintech • HR Tech • Insurance • Consulting
The Role
Manage and retain a corporate portfolio of clients for trade credit insurance: renewals, client relationships, growth opportunities, collaborate with sales, prepare and deliver in-person presentations.
Summary Generated by Built In
Company:Marsh Risk

Description:

R_358576 - Client Executive - Trade Credit

We are seeking a talented individual to join our Trade Credit team at Marsh. This role is based out of our Leeds office as part of the Corporate team. This is a hybrid role that has a mixture of office based and home working.
This is an exciting opportunity for a Client Executive role. You will focus on managing and retaining a large portfolio of Corporate clients, while identifying opportunities to grow the portfolio, alongside our sales team and with support from both the Head of Office and Head of Sales.

We will rely on you to:

  • Achieve high client retention rates for existing portfolio through a strong service proposition.
  • You will be responsible for renewing and retaining your book, as well as growth therefore a driving licence is essential for client visits.
  • Manage strategic relationships with clients, insurers, and both internal and external networks.
  • Work closely with the sales team on new business cases and self-generate opportunities through expanded sales to the existing portfolio.
  • Research and compile data to deliver in person client presentations

What you need to have:

  • Strong commercial insurance experience
  • Proven track record of trusted client relationships
  • A focus on client service and excellent communication skills, both written and verbal.
  • Attention to detail with the ability to find solutions for Clients.
  • Proficiency in Excel, Word, and Outlook.

What makes you stand out:

  • Strong trade credit insurance experience, with knowledge of a range of insurer policy wordings.
  • A passion for innovation, fresh ideas, and demonstration of a growth mindset.
  • A team player who is ambitious and hard working.
  • An insurance or relevant qualification (CII/ACII/ICM) is advantageous.

Why join our team:

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being

Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at [email protected].

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Skills Required

  • Strong commercial insurance experience
  • Proven track record of trusted client relationships
  • Focus on client service and excellent written and verbal communication skills
  • Attention to detail with ability to find solutions for clients
  • Proficiency in Excel, Word, and Outlook
  • Driving licence for client visits
  • Insurance or relevant qualification (CII/ACII/ICM)

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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