Client Executive

Marsh McLennan•Walnut Creek, CA

1d•$92,400 - $172,100•Onsite

About The Position

The Client Executive assumes responsibility for World Class Client accounts and other accounts as assigned. The role leads service team members, including Client Administrators and Client Managers, and coordinates with Marketing and Risk & Loss associates as their expertise is needed. The Client Executive oversees account service and renewals, supports new business development, coordinates coverage placement, and leads client meetings and service delivery. The position also guides team collaboration and performance, ensuring deliverables meet client requirements, cost, and schedule.

Requirements

Bachelor’s degree plus at least 3 years of daily World Class Client service experience, or at least 6 years of industry experience demonstrating increasing responsibility directly related to the duties, including at least 3 years of daily World Class Client service.
Maintain a valid, unrestricted California Fire & Casualty Solicitors license and a valid driver’s license.
Maintain advanced insurance designations applicable to the duties, such as CPCU or CIC.
Excellent understanding of insurance terminology, industry trends and influencing factors, and the various lines of Business Insurance.
Proficiency with Microsoft Office software, including Word, Excel, and Outlook.
Ability to prioritize tasks, set and achieve goals, solve problems logically, and present results clearly and precisely in oral and written form.
Ability to present complicated information clearly to varied interest groups and connect with audiences through appropriate style and content.
Ability to use a computer keyboard and remain stationary for extended periods, and to use office equipment such as fax and copy machines and telephones.
Ability to travel to client sites; travel is usually within driving distance and may occasionally include a one- to two-night stay.

Responsibilities

Oversee ongoing account service activities and prepare monthly production and activity reports.
Manage and collect receivables in conjunction with the Client Sales Executive.
Meet regularly with the Client Sales Executive to provide updates, advice, and information.
Coordinate account activities; review and deliver summaries, proposals, policies, binders, and invoices.
Lead, present, and participate in client meetings.
Maintain current Insurance Summaries and update COW’s annually on all accounts.
Meet World Class Client service commitments, including Stewardship Reports and Pre-Renewal Meetings.
Participate in new business development and proposals with the Client Sales Executive.
Pursue opportunities to round out existing client programs with additional or increased lines of coverage.
Coordinate coverage placement by directing the service team and providing instructions to Marketing and Client Administrators.
Manage all facets of the renewal process, initiate client contact, and organize renewal strategy meetings.
Gather renewal underwriting information and oversee preparation and updating of underwriting specifications.
Advise, inform, and involve the Client Sales Executive in the marketing process as required.
Prepare and deliver proposals; prepare orders and instructions for the Client Administrator; and manage expiration lists.
Lead service team members and foster trust, open communication, and cohesive teamwork.
Facilitate problem solving and collaboration when client difficulties arise.
Focus the team on internal and external client requirements, including client specifications, procedures, processes, quality standards, techniques, and tools.
Provide business information to support team members’ professional development.
Ensure deliverables satisfy client requirements, cost, and schedule.
Work with the department Manager and Director of Client Services to obtain resources, discuss impediments, and escalate unresolved issues.
Establish and maintain effective, positive working relationships with associates and clients.