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Business Insurance Client Account Executive

National African-American Insurance Association (NAAIA), Atlanta, GA, United States


Client Account Executive Marsh McLennan Agency provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. Applicants must be within driving distance to our Athens, GA office and be able to commute a minimum of three days per week. A day in the life Build and maintain key client and carrier relationships by phone, email and in person. Develop and execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals. Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner. Continually seek cross‑sell opportunities and suggest new lines of coverage. Work with Producer and/or Marketing Account Executive, if applicable, to monitor and manage the renewal process for assigned clients, coaching meetings and presenting renewal documents to gain acceptance or commitment to alternative options. Lead marketing of accounts as requested by Producer and/or Marketing Account Executive, if applicable. Prepare marketing information for Producer or client as appropriate and provide required information to Marketing Account Executive where client teams also include such role; as appropriate, present the options to the client. Complete the implementation process and deliver all applicable forms to client in conjunction with other service team members as appropriate. Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients. Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem solving, upon request, and perform such services as appropriate. Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow‑up, service issues, establish follow‑up date and daily manage follow‑up in client management system(s). Also, understand how to use the system to acquire information to assist clients. Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur. Mentor team members. Other duties and responsibilities as requested by management. Our future colleague Bachelor's degree or equivalent education and related training. Five years of relevant insurance industry experience. Appropriate insurance license(s). Strong client‑relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems. Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale. Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite. Ability to travel, occasionally overnight. Additional qualifications (plus but not required) Advanced degree. Certification in field of endeavor. Experience with Requests for Proposal. Valuable benefits Generous time off, including personal and volunteering. Tuition reimbursement and professional development opportunities. Hybrid Work. Charitable contribution match programs. Stock purchase opportunities. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #J-18808-Ljbffr