Client Executive

Marsh McLennan•Atlanta, GA

2d•Onsite

About The Position

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Client Executive at Marsh McLennan Agency (MMA). 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 McLennan (NYSE: MMC). Applicants must be within driving distance to our Atlanta, GA office to be considered for this role and have the ability to commute to the office five days per week. A day in the life. As an Client Executive , you will: Provide guidance, direction and support to account team as needed for data entry into Agency Management System Tactful demonstration to carrier partners of the timing, art and understanding of the underwriter mindset in order to obtain the most desirable outcome for client. Rate and coverage negotiation for renewal and competitive quotes prior to presenting to Producer. Drives strategy and ownership of client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.). Partnership: Builds client relationships at all levels (HR, Finance, Decision-makers and C-Suite). Informs account team of any significant changes relating to the client. Understands and adapts to style of client to best suit their needs. Coordinates with Client Team to review tasks, status of deliverables, provide guidance on upcoming projects Strategize on project details and give direction to the Client Team on needed tasks and sets / monitors deadlines Prepares or coordinates preparation of deliverables for all client meetings throughout the year, including scheduling meetings, working within the parameters of the client’s expectations on timing and deliverables. Drives coordination of assignments with Producer feedback. Together with Producer, attends and presents deliverables to the client. Advanced understanding of available tools (Reference Connect, Playbook, MMA U) Oversight for the delivery of other resources where applicable: Subject Matter Experts (Loss Control, Communications, Claims, etc.) Provides client insight as needed to make these areas more effective & tailored to the client’s strategic direction. An internal resource for team to rely on for questions related to carriers, clients for solutions. Provides New Business and Renewal Support based on the following tasks: Assists Producer in New Business Production to include: Triage (qualification of opportunity and team set up) Strategy Meeting Program Design Coordinate Preparation of RFP with Internal Resources Develop Service Plan Presentation to Prospect Renewal Strategy Meetings (Internal and External) Renewal Exposure Analysis Sends Submission to Market Performs Non-Admitted Carrier Due Diligence Performs Premium, Rate and Coverage Comparisons Finalizes Proposal and Presentation to client / prospect Submits Bind Order to Carrier Performs Premium Allocations Provides General Service Support based on the following tasks: Assists in coordination of Carrier Loss Control Recommendation Compliance Provides complex Contract Review Stewardship Review and Preparation

Requirements

Bachelor's Degree or Equivalent Work Experience Required
7-10 Years prior experience
All Core Strengths of Sr. Client Manager plus: Emotional Intelligence, Strategic Thinking, Forward Thinking, Team leadership in conjunction with Producer
C omplex / loss sensitive experience required
Large, multi-layer & complex risks
Manages a book of business; a portion is independently managed by the Client Executive, and a portion includes Sales collaboration.
Advanced application of prioritization & organizational skills
Advanced project management including delegation
Advanced carrier relationships
Networks with Sales Directors, Sales Executives and Centers of Influence
Extensive knowledge of products/lines and marketing techniques.
Extensive knowledge of how products are utilized and administered.
In-depth understanding of program design: Guaranteed Cost, Loss Sensitive, Captive/Self-Funded Programs, Layered/Quota Share
Up to date with current trends, regulations, etc.
Expert use of tools & resources to include Microsoft Office Products (Excel, PowerPoint, Word, Outlook)
Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability
Property Casualty Resident’s License Required
Annual CE Requirement

Nice To Haves

Advanced Degree (RMIN, Finance, Accounting) experience a plus
Advanced Designation Preferred (CIC, ARM, CRM, CPCU, AIDA)

Responsibilities

Provide guidance, direction and support to account team as needed for data entry into Agency Management System
Tactful demonstration to carrier partners of the timing, art and understanding of the underwriter mindset in order to obtain the most desirable outcome for client.
Rate and coverage negotiation for renewal and competitive quotes prior to presenting to Producer.
Drives strategy and ownership of client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.).
Partnership: Builds client relationships at all levels (HR, Finance, Decision-makers and C-Suite).
Informs account team of any significant changes relating to the client.
Understands and adapts to style of client to best suit their needs.
Coordinates with Client Team to review tasks, status of deliverables, provide guidance on upcoming projects
Strategize on project details and give direction to the Client Team on needed tasks and sets / monitors deadlines
Prepares or coordinates preparation of deliverables for all client meetings throughout the year, including scheduling meetings, working within the parameters of the client’s expectations on timing and deliverables.
Drives coordination of assignments with Producer feedback.
Together with Producer, attends and presents deliverables to the client.
Advanced understanding of available tools (Reference Connect, Playbook, MMA U)
Oversight for the delivery of other resources where applicable: Subject Matter Experts (Loss Control, Communications, Claims, etc.)
Provides client insight as needed to make these areas more effective & tailored to the client’s strategic direction.
An internal resource for team to rely on for questions related to carriers, clients for solutions.
Assists Producer in New Business Production to include: Triage (qualification of opportunity and team set up) Strategy Meeting Program Design Coordinate Preparation of RFP with Internal Resources Develop Service Plan Presentation to Prospect Renewal Strategy Meetings (Internal and External) Renewal Exposure Analysis Sends Submission to Market Performs Non-Admitted Carrier Due Diligence Performs Premium, Rate and Coverage Comparisons Finalizes Proposal and Presentation to client / prospect Submits Bind Order to Carrier Performs Premium Allocations
Assists in coordination of Carrier Loss Control Recommendation Compliance
Provides complex Contract Review Stewardship Review and Preparation