Business Insurance Client Executive

Marsh McLennan • Tampa, FL

1d • Hybrid

About The Position

Marsh McLennan Agency is seeking a Business Insurance Client Executive to manage a high-profile, complex book of business that generates substantial revenue and is critical to the company. The role supports Producers with renewals, new-account sales, and expanding coverage within existing accounts. The Client Executive provides technical insurance guidance, consultation, and proactive service to clients while supporting account teams and carrier partners.

The position involves analyzing exposures, claims, loss trends, market changes, and certificate audits; preparing presentations; and conducting or joining client, carrier, and prospect meetings. The Client Executive gathers information for new business and renewals, supports marketing and remarketing, maintains client relationships and retention, and keeps current on insurance forms, coverage changes, industry trends, and marketplace developments. The role also includes participating in professional learning opportunities and requires travel. The position offers hybrid work.

Requirements

• Current Florida 2-20 License.
• Excellent presentation, written communication, communication, and customer service skills.
• Excellent leadership skills.
• Strong technical insurance knowledge and background.
• Strong communication and negotiation skills under stressful situations.
• Working knowledge of Sagitta Agency Management and ImageRight Document Management System, or willingness to learn.
• Travel is required.
• College degree is desirable, or an equivalent combination of education and 10 years of related experience.

Nice To Haves

• Previous managerial or team-lead experience.
• College degree.

Responsibilities

• Assist Producers with new production activities to meet or exceed established goals.
• Oversee or facilitate renewals for existing business to meet or exceed established goals.
• Prepare detailed analyses, including exposure analyses, claims reviews, loss trends, market changes, and certificate audits.
• Design presentations for prospect and client meetings.
• Independently conduct meetings with clients and carriers as needed.
• Accompany Producers on prospect meetings.
• Meet with Producers and account teams to discuss issues and resolve problems.
• Maintain effective communication and relationships with Producers, account teams, and carrier partners.
• Gather client information for renewals and new business to begin marketing or remarketing.
• Develop and expand coverage lines for existing accounts.
• Provide insurance advice on technical aspects and service support for new and renewal business, including maintaining retention of existing accounts.
• Keep current on forms and coverage changes through bulletins and circulars.
• Participate in seminars and classes for skill and knowledge development.
• Monitor industry trends and insurance marketplace changes to help maintain the agency’s competitive status.
• Serve as a key client liaison to assess needs and provide solutions.
• Develop, maintain, and execute a proactive service plan for each client.
• Review prospects’ policies and insurance programs and provide feedback.
• Provide quality consultation and serve as a resource to Producers, Account Managers, and clients.

Benefits

• Generous time off, including personal and volunteering time.
• Tuition reimbursement.
• Professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.
• Robust benefits programs and resources.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed