Client Executive - Single Parent Captives

Marsh McLennan•Atlanta, GA

About The Position

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH). As an Client Executive - Single Parent Captives, you will lead and coordinate all phases of captive insurance engagements, ensuring seamless project execution, timely delivery, and adherence to quality standards. You will develop and manage detailed project data request lists; conduct rigorous reviews to confirm completeness and accuracy of information received. You will oversee the preparation, review, and refinement of client deliverables, including complex PowerPoint presentations, ensuring clarity, consistency, and strategic alignment. You will proactively identify, analyze, and resolve complex issues or challenges within engagements, applying advanced problem-solving skills to deliver effective solutions. You will serve as the primary client liaison, leading high-level project meetings and providing strategic updates on project milestones and outcomes. You will conduct in-depth analysis of insurance programs to assess profitability and risk exposure by evaluating premium and loss history data. You will partner with brokerage teams to thoroughly understand and address insureds’ insurance requirements, including certification and policy limit specifications. You will maintain and enhance financial reporting frameworks for fronting carriers and captive managers, ensuring accuracy and regulatory compliance. You will lead risk pricing initiatives and premium allocation strategies, leveraging actuarial insights and market intelligence. You will collaborate with internal underwriting, actuarial, and service teams to ensure integrated and accurate program delivery. You will drive the development and presentation of sophisticated proposals to clients and prospects, articulating value propositions and strategic benefits. You will foster ongoing client engagement through proactive communication, performance monitoring, and program enhancement recommendations. You will mentor junior team members and contribute to the continuous improvement of captive insurance processes and methodologies.

Requirements

Bachelor’s degree in Finance, Business, Risk Management, or a related discipline
Minimum of 8 years of progressive experience in insurance, risk management, or captive insurance, with demonstrated expertise in single parent captive structures.
Deep knowledge of captive insurance models, alternative risk financing mechanisms, regulatory environments, and risk management best practices.
Proven track record of managing complex client relationships at a senior level, with a consultative approach that drives program success without direct sales responsibilities.
Exceptional communication, negotiation, and interpersonal skills, capable of influencing and building trust with senior client stakeholders.
Strong analytical mindset with advanced problem-solving capabilities and a data-driven approach to underwriting and risk assessment.
Proficiency in Microsoft Office Suite, CRM platforms, and familiarity with insurance management and data analytics tools.
Willingness and ability to travel as required for client engagements and industry events (approximately 10% travel).
Demonstrated ability to manage multiple priorities in a fast-paced environment with agility and sound judgment
Property & Casualty license required.

Nice To Haves

Advanced degree (MBA, Master’s) or professional designations such as CPCU, ARM, or equivalent highly preferred.
Professional designations such as CPCU, ARM, or similar are preferred.

Responsibilities

Lead and coordinate all phases of captive insurance engagements, ensuring seamless project execution, timely delivery, and adherence to quality standards.
Develop and manage detailed project data request lists; conduct rigorous reviews to confirm completeness and accuracy of information received.
Oversee the preparation, review, and refinement of client deliverables, including complex PowerPoint presentations, ensuring clarity, consistency, and strategic alignment.
Proactively identify, analyze, and resolve complex issues or challenges within engagements, applying advanced problem-solving skills to deliver effective solutions.
Serve as the primary client liaison, leading high-level project meetings and providing strategic updates on project milestones and outcomes.
Conduct in-depth analysis of insurance programs to assess profitability and risk exposure by evaluating premium and loss history data.
Partner with brokerage teams to thoroughly understand and address insureds’ insurance requirements, including certification and policy limit specifications.
Maintain and enhance financial reporting frameworks for fronting carriers and captive managers, ensuring accuracy and regulatory compliance.
Lead risk pricing initiatives and premium allocation strategies, leveraging actuarial insights and market intelligence.
Collaborate with internal underwriting, actuarial, and service teams to ensure integrated and accurate program delivery.
Drive the development and presentation of sophisticated proposals to clients and prospects, articulating value propositions and strategic benefits.
Foster ongoing client engagement through proactive communication, performance monitoring, and program enhancement recommendations.
Mentor junior team members and contribute to the continuous improvement of captive insurance processes and methodologies.