Senior Client Executive, Business Insurance

Marsh McLennan•Portland, OR

3d•Hybrid

About The Position

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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: MRSH). As a Senior Client Executive, you will be responsible for overseeing all aspects of assigned accounts, which includes maintaining, monitoring, and managing these accounts to achieve client retention goals as well as ensure client satisfaction with our services. Your role will involve account rounding, troubleshooting, cross-selling to other departments, and collaborating with Producers on new business development. The Senior CE is expected to exemplify a high level of professionalism both internally and externally, along with exceptional technical expertise. In this position, you will proactively drive retention and new business in alignment with the company’s sales and service model. You will establish structure and accountability within your respective departments/groups to optimize the firm’s economic potential while fostering the principles of leadership and teamwork. In this capacity, you will support your team by providing technical advice, market insights, guidance, and leadership during internal and external discussions and negotiations. Additionally, you will facilitate educational opportunities for team members and provide direction for their career development and success.

Requirements

A minimum of 10 years’ insurance industry experience
At least 4 years’ experience in a brokerage environment
Active P&C License
Demonstrated success in a leadership role
Effective oral and written communication and relationship building skills
Strong analytical and problem solving skills
Ability to conduct presentations and speak to internal and external stakeholders at all levels
High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint
Proficiency with agency management systems and web browser software
Exceptional time management and organization skills
Demonstrated ability to manage multiple priorities efficiently

Nice To Haves

Advanced insurance designations applicable to the duties
Willingness to pursue continuing education and professional development
Bachelor's degree in Risk Management, Business Administration, Finance or other relevant programs
Experience with Epic

Responsibilities

Overseeing all aspects of assigned accounts, including maintaining, monitoring, and managing them to achieve client retention goals and ensure client satisfaction.
Performing account rounding, troubleshooting, and cross-selling to other departments.
Collaborating with Producers on new business development.
Proactively driving retention and new business in alignment with the company’s sales and service model.
Establishing structure and accountability within respective departments/groups to optimize the firm’s economic potential.
Fostering the principles of leadership and teamwork.
Supporting the team by providing technical advice, market insights, guidance, and leadership during internal and external discussions and negotiations.
Facilitating educational opportunities for team members.
Providing direction for team members' career development and success.