Account Executive - Commercial Insurance

Account Executive - Commercial Insurance

2 days ago Be among the first 25 applicants

Direct message the job poster from Marsh McLennan Agency

This leadership position will support a designated producer by creating additional capacity. This will be achieved by taking the lead in addressing client issues and providing strategic oversight for assigned small business clients. The Client Relationship Specialist (CRS) will also provide support for the producer's new business efforts and collaborate with service team members to resolve issues, answer questions, and offer strategic guidance.

Additionally, the CRS will collaborate with Small Business leadership to develop coverage and program structure guidelines tailored for small business clients in the life science industry, with a focus on consistency and facilitating the transition from small to large commercial teams within the Practice Group.

This position will also assume responsibility as a Client Service Executive for assigned World Class Client accounts and other accounts as assigned. Client Executive Service acts as a leader for the service team members to include Client Service Executives, Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs.

• Act as primary்டர் resource for Producer’s clients and collaborate with service team members to effectively resolve issues and provide answers to questions.
• Collaborate with small business service team members regarding service processes, effective deliverables, client communication, and overall service approach.
• Collaborate with small business clients on renewal and ongoing servicing items
• Engage in Producer’s new business activities with prospect audits and ensuring proper placement for new clients.
• Maintain regular communication with producer to address time-sensitive or urgent client needs.
• Collaborate closely with the PG Leaders, Team Mentor, Director of Small Business, and Director of Client Service Executives to ensure the team has the necessary resources to meet their requirements. Engage in discussions to address any project impediments and elevate any issues玴 cannot be resolved by the team.

• Prepare production and activity reports.
• Manage/collect receivables in conjunction with Client Sales Executive.
• Meet regularly with Client Sales Executive to update, advise and inform.
• Coordinate activities on accounts.
• Review and deliver summary, proposals and policies.
• Lead, present and participate in meetings with clients.
• Maintain current Insurance Summaries on all accounts.
• Update EAW’s annually on all accounts.
• Meet World Class Client service commitments (relationship Report, Pre-Renewal Meetings, etc.)
• Participate in new business development and proposals with Client Sales Executive.
• Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage.
• Coordinate coverage placement through managing the direction provided to service team.
• Deliver binders and invoices.

• Initiate client contact and orchestrate renewal strategy meetings.
• Gather renewal underwriting information.
• Oversee process of preparing and updating underwriting specifications.чыць
• Coordinate coverage placement through instructions provided to Marking and Client Administrator, review and deliver binders, invoices, etc.
• Advise, inform, and involve Client Sales Executive, as required in marketing process.
• Prepare and deliver proposals.
• Prepare all orders and instructions to Client Administrator.

• Create an environment oriented to trust, open communication, and cohesive team effort.
• Facilitate problem solving and collaboration when faced with client difficulties.
• Focus the team on the internal and external client requirements, familiarizing them-shopoffer to client specifications, work doel procedures and processes, quality standards, techniques and tools to support task performance.
• Provide necessary business information to enhance the team’s…