Sr. Client Executive-Business Insurance

Marsh McLennan•Overland Park, KS

2d•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 (NYSE: MRSH). The role focuses on developing and strengthening client relationships by delivering timely, high-quality service and expanding accounts with minimal guidance. Additionally, the role includes providing consulting services on Business Insurance programs, advising clients on market trends and data analytics. This individual is also responsible for promoting agency best practices in communication and identifying opportunities to enhance existing accounts and generate referral business for agency growth.

Requirements

High school diploma or equivalent, required; college degree preferred
5+ years of experience working in customer service, underwriting, commercial lines insurance for a carrier or broker preferred
Familiarity with insurance company markets, binding authority, and underwriting guidelines preferred
Must be detailed with excellent organizational and time management skills.
Good interpersonal skills and a high sense of urgency
Excellent verbal and written communication skills, with a proven ability to establish relationships at all levels
Ability to work well in a fast-paced team environment and communicate effectively
Flexibility and creativity in developing innovative and customized insurance solutions
Strong analytical skills with the ability to negotiate quotations, evaluate client needs, and develop innovative business solutions
Experience negotiating quotations with underwriters and evaluating client needs
Knowledge of technical underwriting and extensive knowledge of commercial industry laws, products, coverages, and markets
Property/Casualty license or ability to attain is required

Nice To Haves

Advanced designations such as CIC, CRM and AAI preferred
Previous experience managing relationships and face-to-face client experience preferred

Responsibilities

Develop effective business relationships through in-person visits, entertainment, and virtual contact at various levels within client organizations.
Manage service levels for assigned accounts to meet revenue, profitability, retention goals, and client expectations.
Utilize internal relationship-based sales methodology and lead efforts to promote agency expertise through educational events.
Assist clients with strategic planning, goal setting, renewal planning, and establishing timelines.
Identify additional business opportunities and cross-sell services.
Coordinate team efforts to ensure delivery of client service agreements and provide guidance to team members.
Review compliance and client disclosure requirements, ensuring alignment with internal policies and legal standards.
Mentor and develop team members, providing ongoing training and support.
Be a motivator and demonstrate a positive influence on team members and the department.
Provide ongoing training, coaching and personal development to team members.
Be available as a resource to team members. Field questions and respond to issues on a timely basis (voice mail, e-mail and personal).
Provide leadership and coordinate team meetings
Support and implement change management
Create learning opportunities for team and provide ongoing constructive feedback.
Prepare and manage client presentations for new and existing accounts.
Coordinate risk placements with clients, carriers, and vendors.
Stay informed on industry trends and legislative changes to effectively advise clients and manage risk.
Other duties as assigned to successfully complete role.