Business Insurance Senior Client Executive
Marsh McLennan Agency, Pensacola, FL, United States
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: MRSH).
We are looking for a Business Insurance Senior Client Executive to assist the production team in the production and service of new and existing accounts. The Sr. Client Executive is a part of a cohesive team that supports a book of business consisting of large and complex middle market accounts.
A day in the life.
Provide guidance, direction and support to account team as needed for data entry into Agency Management System
Tactful demonstration to carrier partners of the timing, art and understanding of the underwriter mindset in order to obtain the most desirable outcome for client. Rate and coverage negotiation for renewal and competitive quotes prior to presenting to Producer.
Drives strategy and ownership of client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.).
Partnership: Builds client relationships at all levels (HR, Finance, Decision‑makers and C‑Suite). Informs account team of any significant changes relating to the client. Understands and adapts to style of client to best suit their needs.
Coordinates with Client Team to review tasks, status of deliverables, provide guidance on upcoming projects
Strategize on project details and give direction to the Client Team on needed tasks and sets / monitors deadlines
Prepares or coordinates preparation of deliverables for all client meetings throughout the year, including scheduling meetings, working within the parameters of the client’s expectations on timing and deliverables. Drives coordination of assignments with Producer feedback. Together with Producer, attends and presents deliverables to the client.
Advanced understanding of available tools (Reference Connect, Playbook, MMA U). Oversight for the delivery of other resources where applicable: Subject Matter Experts (Loss Control, Communications, Claims, etc.). Provides client insight as needed to make these areas more effective & tailored to the client’s strategic direction. An internal resource for team to rely on for questions related to carriers, clients for solutions.
Provides New Business and Renewal Support based on the following tasks:
Assists Producer in New Business Production to include:
Triage (qualification of opportunity and team set up)
Strategy Meeting
Program Design
Coordinate Preparation of RFP with Internal Resources
Develop Service Plan
Presentation to Prospect
Renewal Strategy Meetings (Internal and External)
Renewal Exposure Analysis
Sends Submission to Market
Performs Non‑Admitted Carrier Due Diligence
Performs Premium, Rate and Coverage Comparisons
Finalizes Proposal and Presentation to client / prospect
Submits Bind Order to Carrier
Performs Premium Allocations
Provides General Service Support based on the following tasks:
Assists in coordination of Carrier Loss Control Recommendation Compliance
Provides complex Contract Review
Stewardship Review and Preparation
Our future colleague.
7–10 Years prior experience
Bachelor's Degree or Equivalent Work Experience Required
Advanced Degree (RMIN, Finance, Accounting) experience a plus
Advanced Designation Preferred (CIC, ARM, CRM, CPCU, AIDA)
Manages a book of business; a portion is independently managed by the Client Executive, and a portion includes Sales collaboration.
Advanced application of prioritization & organizational skills
Advanced project management including delegation
Advanced carrier relationships
Networks with Sales Directors, Sales Executives and Centers of Influence
Extensive knowledge of products/lines and marketing techniques.
Extensive knowledge of how products are utilized and administered.
In‑depth understanding of program design: Guaranteed Cost, Loss Sensitive, Captive/Self‑Funded Programs, Layered/Quota Share
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.
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
#J-18808-Ljbffr
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: MRSH).
We are looking for a Business Insurance Senior Client Executive to assist the production team in the production and service of new and existing accounts. The Sr. Client Executive is a part of a cohesive team that supports a book of business consisting of large and complex middle market accounts.
A day in the life.
Provide guidance, direction and support to account team as needed for data entry into Agency Management System
Tactful demonstration to carrier partners of the timing, art and understanding of the underwriter mindset in order to obtain the most desirable outcome for client. Rate and coverage negotiation for renewal and competitive quotes prior to presenting to Producer.
Drives strategy and ownership of client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.).
Partnership: Builds client relationships at all levels (HR, Finance, Decision‑makers and C‑Suite). Informs account team of any significant changes relating to the client. Understands and adapts to style of client to best suit their needs.
Coordinates with Client Team to review tasks, status of deliverables, provide guidance on upcoming projects
Strategize on project details and give direction to the Client Team on needed tasks and sets / monitors deadlines
Prepares or coordinates preparation of deliverables for all client meetings throughout the year, including scheduling meetings, working within the parameters of the client’s expectations on timing and deliverables. Drives coordination of assignments with Producer feedback. Together with Producer, attends and presents deliverables to the client.
Advanced understanding of available tools (Reference Connect, Playbook, MMA U). Oversight for the delivery of other resources where applicable: Subject Matter Experts (Loss Control, Communications, Claims, etc.). Provides client insight as needed to make these areas more effective & tailored to the client’s strategic direction. An internal resource for team to rely on for questions related to carriers, clients for solutions.
Provides New Business and Renewal Support based on the following tasks:
Assists Producer in New Business Production to include:
Triage (qualification of opportunity and team set up)
Strategy Meeting
Program Design
Coordinate Preparation of RFP with Internal Resources
Develop Service Plan
Presentation to Prospect
Renewal Strategy Meetings (Internal and External)
Renewal Exposure Analysis
Sends Submission to Market
Performs Non‑Admitted Carrier Due Diligence
Performs Premium, Rate and Coverage Comparisons
Finalizes Proposal and Presentation to client / prospect
Submits Bind Order to Carrier
Performs Premium Allocations
Provides General Service Support based on the following tasks:
Assists in coordination of Carrier Loss Control Recommendation Compliance
Provides complex Contract Review
Stewardship Review and Preparation
Our future colleague.
7–10 Years prior experience
Bachelor's Degree or Equivalent Work Experience Required
Advanced Degree (RMIN, Finance, Accounting) experience a plus
Advanced Designation Preferred (CIC, ARM, CRM, CPCU, AIDA)
Manages a book of business; a portion is independently managed by the Client Executive, and a portion includes Sales collaboration.
Advanced application of prioritization & organizational skills
Advanced project management including delegation
Advanced carrier relationships
Networks with Sales Directors, Sales Executives and Centers of Influence
Extensive knowledge of products/lines and marketing techniques.
Extensive knowledge of how products are utilized and administered.
In‑depth understanding of program design: Guaranteed Cost, Loss Sensitive, Captive/Self‑Funded Programs, Layered/Quota Share
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.
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
#J-18808-Ljbffr