Client Executive - Select Accounts

Marsh McLennan•Golden Valley, MN
•Hybrid

About The Position

As our Client Executive on the Select Accounts team, you’ll work directly with the Client Director & Client Specialist. You are responsible for servicing and retaining an existing commercial book of business. This includes the ability to manage workload by processing daily servicing tasks along with delegating tasks to team members. Responsible for supporting the marketing/placement of new and renewal commercial accounts with specific teams. Demonstrating team leadership.

Requirements

  • High school diploma or equivalent is required.
  • 3+ years of experience.
  • Knowledge of commercial insurance industry (carrier, agency) laws, products, coverages and markets is essential.
  • Review insurance policy documents to identify coverage placements, analyze policy forms and endorsements, and interpret key policy language to support accurate client service and risk assessment.
  • Knowledge of insurance company working relationships, binding authority, procedures and underwriting guidelines.
  • Excellent communication skills to effectively service customers.
  • Ability to proactively manage book of business and to develop relationships to retain accounts.
  • Ability to evaluate the clients’ needs and negotiate with underwriters.
  • Be a self-starter; problem solver with good time management skills and the ability to be organized and meet deadlines.
  • Property and Casualty license required.

Nice To Haves

  • College degree is preferred.
  • CIC, CRM, ARM or equivalent preferred.

Responsibilities

  • Servicing and retaining an existing commercial book of business.
  • Managing workload by processing daily servicing tasks.
  • Delegating tasks to team members.
  • Supporting the marketing/placement of new and renewal commercial accounts with specific teams.
  • Demonstrating team leadership.

Benefits

  • Generous time off, including personal and volunteering.
  • Tuition reimbursement and professional development opportunities.
  • Hybrid work.
  • Charitable contribution match programs.
  • Stock purchase opportunities.
  • Health and welfare benefits.
  • Tuition assistance.
  • 401K savings and other retirement programs.
  • Employee assistance programs.
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