Business Insurance Client Executive

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. 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 make your mark as a Business Insurance Client Executive at Marsh Agency.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what's possible and guide them during every step of their journey.

A day in the life.

As our Client Executive on the Business Insurance team, you'll be a part of an account team that supports the production and service of new and existing accounts. This energetic and detailed individual will be actively involved in the coordination of client management, strategic planning and marketing for these clients.

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

• 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
• Property Casualty License Required
• Annual CE Requirement

These additional qualifications are a plus, but not required to apply:

• Education & Experience: 7-10 years prior experience; Bachelor's degree or equivalent work experience required; advanced degree (RMIN, Finance, Accounting) a plus; advanced designation (CIC, ARM, CRM, CPCU, AIDA) preferred.
• Account & Business Management: Manages a book of business independently and through Sales collaboration; advanced application of prioritization, organizational skills, and project management including delegation; advanced carrier relationships; networks with Sales Directors, Sales Executives, and Centers of Influence; extensive knowledge of products/lines, marketing techniques, and program design (Guaranteed Cost, Loss Sensitive, Captive/Self-Funded Programs, Layered/Quota Share).
• Technical Skills & Professional Development: Expert use of tools and resources including Microsoft Office products (Excel, PowerPoint, Word, Outlook); extensive knowledge of how products are utilized and administered; in-depth understanding of program design; stays current with trends and regulations; exemplifies MMA Core Values of Collaboration, Passion, Innovation, and Accountability.

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at Marsh Agency, check us out our website or flip through our recruiting brochure.

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Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

If you require an accommodation during the application or interview process, please let us know by contacting reasonableaccommodations@marsh.com

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