Client Executive - Business Insurance

Client Executive - Business Insurance

Award‑winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. 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 make your mark as a Client Executive at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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: MMC).

As our Client Executive on the Business Insurance team, you’ll focus on developing and strengthening client relationships by delivering timely, high‑quality service and expanding accounts with minimal guidance. It involves direct collaboration with the sales team and other service team members to retain a book of business, manage daily tasks, and delegate responsibilities as appropriate. The position requires leadership in coordinating the marketing and placement of new and renewal business while ensuring that the account team meets client service needs in a fast‑paced environment.

Additionally, the role includes providing consulting services on Business Insurance programs, advising clients on market trends and data analytics. This individual is also responsible for promoting agency best practices in communication and identifying opportunities to enhance existing accounts and generate referral business for agency growth.

• Develop effective business relationships through in‑person visits, entertainment, and virtual contact at various levels within client organizations.
• Manage service levels for assigned accounts to meet revenue, profitability, retention goals, and client expectations.
• Utilize internal relationship‑based sales methodology and lead efforts to promote agency expertise through educational events.
• Assist clients with strategic planning, goal setting, renewal planning, and establishing timelines.
• Identify additional business opportunities and cross‑sell services.
• Coordinate team efforts to ensure delivery of client service agreements and provide guidance to team members.
• Review compliance and client disclosure requirements, ensuring alignment with internal policies and legal standards.
• Mentor and develop team members, providing ongoing training and support.
• Prepare and manage client presentations for new and existing accounts.
• Coordinate risk placements with clients, carriers, and vendors.
• Stay informed on industry trends and legislative changes to effectively advise clients and manage risk.
• Gather information, provide solutions, and resolve client issues for the existing book of business.
• Analyze accounts and prepare coverage recommendations, facilitating account rounding and negotiating with carriers.
• Lead marketing and placement efforts for new and renewal business, including preparing submissions and negotiating coverage and pricing.

We’d love to meet you if your professional track record includes these skills:

• High school diploma or equivalent
• Property & Casualty license
• 5+ years of experience working in customer service, underwriting, commercial lines insurance for a carrier or broker preferred
• Good interpersonal skills and a high sense of urgency
• Must have the ability to work under pressure and multi‑task
• Ability to work well in a fast‑paced team environment and communicate effectively
• Flexibility and creativity in developing innovative and customized insurance solutions
• Strong analytical skills with the ability to negotiate quotations, evaluate client, and develop innovative business solutions
• Knowledge of technical underwriting and extensive knowledge of commercial industry laws, products, coverages, and markets

• College degree in Business, Risk Management or similar field
• Advanced designations such as CIC, CRM and AAI

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