Business Insurance Client Executive

Overview

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of 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 thrive as an Business Insurance Client Executive at Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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 (NYSE: MRSH).

Applicants must be within driving distance to our Carrollton, GA office to be considered for this role and have the ability to commute to the office a minimum of three days per week.

• Provide guidance, direction and support to account team as needed for data entry into Agency Management System
• Demonstrate to carrier partners the timing, art and understanding of the underwriter mindset to obtain the most desirable outcome for the client. Rate and coverage negotiation for renewal and competitive quotes prior to presenting to Producer.
• Drive strategy and ownership of client deliverables and meeting client expectations (including proposals, stewardship, meetings, special projects, etc.).
• Partnership:
  Build client relationships at all levels (HR, Finance, Decision-makers and C-Suite). Inform account team of any significant changes relating to the client. Understands and adapts to client style to best suit their needs.
• Coordinate 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.
• Prepare or coordinate 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. Drive coordination of assignments with Producer feedback. Together with Producer, attend and present deliverables to the client.
• Maintain advanced understanding of available tools (Reference Connect, Playbook, MMA U). Oversee the delivery of other resources where applicable (Subject Matter Experts such as Loss Control, Communications, Claims, etc.). Provide client insight as needed to make these areas more effective and tailored to the client’s strategic direction. Serve as an internal resource for team to rely on for questions related to carriers and clients for solutions.
• Provide New Business and Renewal Support with tasks including: triage, strategy meetings, program design, coordination of RFP preparation, development of service plans, and presentation to prospects.
• Lead Renewal Strategy Meetings (Internal and External), Renewal Exposure Analysis, submission to market, due diligence for Non-Admitted Carriers, premium/rate/coverage comparisons, final proposals and presentations, and bind orders to carriers.
• Provide General Service Support including coordination of Carrier Loss Control Recommendation Compliance, complex contract reviews, stewardship preparation, and related tasks.

• 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 with shared responsibilities between Client Executive and Sales collaboration
• Advanced prioritization, organizational and project management skills
• Advanced carrier relationships and networks with Sales Directors, Sales Executives and Centers of Influence
• Extensive knowledge of products/lines and marketing techniques; understanding of how products are utilized and administered
• In-depth understanding of program design:
  Guaranteed Cost, Loss Sensitive, Captive/Self-Funded Programs, Layered/Quota Share
• Up to date with current trends, regulations, etc.
• Exp…