Business Insurance Client Account Executive

Work as a Business Insurance Client Account Executive at Marsh McLennan Agency.

Applicants must be within driving distance to our Alpharetta, GA office and be able to commute to the office at least three days per week.

• 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 and external activities to ensure 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, coordinating meetings with client and/or Producer to present renewals and supporting documents to secure acceptance.
• Lead the marketing of accounts as requested by Producer or Marketing Account Executive, if applicable.
• Prepare marketing information for Producer or clients as appropriate and present options to the client.
• Complete the implementation process and prepare and deliver all applicable forms to client in coordination with other service team members.
• 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.
• Proficiently use the client management system(s) to update policies, log activities, document client meetings, carrier follow‑up, and manage follow‑ups in the system.
• Attend seminars, classes, and carrier meetings to stay abreast of new products and legislative changes as opportunities arise.
• Mentor team members.
• Perform other duties and responsibilities as requested by management.

• Bachelor’s degree or equivalent education and related training.
• Five years of relevant insurance industry experience.
• Appropriate insurance license(s).
• Strong client‑relationship skills to build and maintain positive business relationships with clients and market contacts, including excellent communication skills, 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 motivating others to maximize productivity and team morale.
• Proficiency in basic computer applications, such as Microsoft Office Suite.
• Ability to travel, occasionally overnight.

Additional qualifications considered a plus:

• Advanced degree.
• Certification in field of endeavor.
• Experience with Requests for Proposal.

• 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.