Business Insurance Client Executive

Marsh•Tampa, FL

22h•Hybrid

About The Position

Marsh Agency is seeking a Client Executive for its Business Insurance team 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 for existing accounts. The Client Executive oversees or facilitates renewals, supports new production, prepares detailed insurance and risk analyses, and designs presentations for prospects and clients. The role provides technical insurance advice and quality consultation, helps maintain client retention, and serves as a key liaison who assesses client needs and develops solutions. It also involves coordinating with producers, account teams, and carrier partners; independently conducting meetings as needed; and maintaining current knowledge of insurance forms, coverage changes, industry trends, and the marketplace. The position requires travel and is offered with hybrid work. Marsh Agency describes its workplace as inclusive and highlights colleague well-being, professional and personal development, and meaningful work.

Requirements

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

Nice To Haves

Previous managerial or team-lead experience.

Responsibilities

Assist producers with new production activities to meet or exceed established production goals.
Oversee or facilitate the renewal process for existing business to meet or exceed established goals.
Design 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 the remarketing and marketing process.
Develop and expand coverage lines for existing accounts.
Provide insurance advice on technical aspects and service support for new and renewal business, including maintaining client retention.
Maintain current knowledge of forms and coverage changes through bulletins and circulars.
Participate in seminars and classes for skill and knowledge development.
Keep abreast of industry trends and insurance marketplace changes to help maintain the agency’s competitive status.
Act 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.