Business Insurance Client Executive

Marsh McLennan•Tampa, FL

2d•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Client Executive to manage a high-profile book of business that is complex, generates substantial revenue, and is critical to the company. This role will assist Producers in handling renewals, the sale of new accounts, and the rounding of existing accounts. MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions. With over 300 offices across North America, MMA combines the personalized service of a local consultant with the global resources of Marsh McLennan.

Requirements

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

Nice To Haves

Previous Managerial or Team-Lead experience a plus.

Responsibilities

Assist producers in new production activities to meet or exceed production goals.
Oversee or facilitate the Renewal process for existing business to meet or exceed goals.
Design detailed analyses, including Exposure Analysis, Claims review, Loss Trends, Market Changes, and Certificate Audits.
Design presentations for prospect/client meetings.
Independently conduct meetings with clients/carriers as needed.
Accompany producers on prospect meetings.
Meet with producers and account teams to discuss issues and resolve problems.
Maintain proper communication and build effective relationships with producers, account teams, and carrier partners.
Gather client information for renewals and new business to begin the remarketing/marketing process.
Develop and expand coverage lines to existing accounts.
Provide insurance advice pertaining to technical aspects and service support of new and renewal business, including maintaining client retention of existing accounts.
Maintain a current level of knowledge on 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 competitive status for the agency.
Serve as a key liaison with clients to assess needs and provide solutions.
Develop, maintain, and execute a proactive service plan for each client.
Review prospect policies/insurance programs and provide feedback.
Provide quality consultation services and serve as a resource to producers, Account Managers, and clients.