Business Insurance Client Executive

Marsh McLennan•Clearwater, 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 for existing accounts. The Client Executive provides insurance advice and consultation, maintains client relationships and retention, and develops and executes proactive service plans. Travel is required. The position offers hybrid work.

Requirements

Current Florida 2-20 License.
Excellent presentation, written, communication, and customer service skills.
Excellent leadership skills.
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 Sagitta Agency Management and ImageRight Document Management System, or willingness to learn.
Travel is required.

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.
Design detailed analyses, including exposure analyses, claims reviews, loss trends, market changes, and certificate audits.
Design presentations for prospect and client meetings.
Conduct meetings independently 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.
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 standing.
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 prospects’ policies and insurance programs and provide feedback.
Provide quality consultation services and serve as a resource to producers, Account Managers, and clients.