Business Insurance Client Executive

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. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Business Insurance Client Executive at Marsh Agency. Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what’s possible and guide them during every step of their journey.

A day in the life.

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. As our Client Executive on the Business Insurance team, you’ll:

• 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.

• Current 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

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are:

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

To learn more about a career at Marsh Agency, check us out on our website at or flip through our recruiting brochure at Follow us on social media to meet our colleagues and see what makes us tick:

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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 is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. If you require an accommodation during the application or interview process, please let us know by contacting View email address on joinrs.com. #MarshAgencyBI