Assistenz im Risikomanagement und Fördermittelberatung bei Diakonisches Werk. Koordination von Terminen, Veranstaltungsmanagement und Unterstützung der Abteilungsleitung.
About the role
- Client Executive managing a high-profile book of business that is critical to revenue for Marsh McLennan Agency. Assisting Producers with renewals, new accounts, and client presentations.
Responsibilities
- Assist producers in new production activities to meet or exceed production goals as established.
- Oversee or facilitate Renewal process for existing business to meet or exceed goals as established.
- Design Detailed analyses, including but not limited to: Exposure Analysis Claims review Loss Trends Market Changes Certificate Audits
- Design presentations for prospect/client meetings.
- Independently conduct meetings with client/carriers, as needed.
- Accompany producers on Prospect meetings.
- Meet with producers and account teams to discuss issues and resolve problems.
- Maintain proper level of communication and build effective relationships with producers, account teams and carrier partners.
- Gather client information for renewals and new business to begin the remarketing/marketing process.
- Develop and expand coverage lines to existing accounts.
- Provide insurance advice pertaining to technical aspects and service support of new and renewal business including maintaining client retention of existing accounts.
- Maintain a current level of knowledge on forms and coverage changes through bulletins and circulars.
- Participate in seminars and classes for skill and knowledge development.
- Keep abreast of industry trends and insurance marketplace changes to help maintain competitive status for the agency within the industry.
- Key Liaison with clients to assess needs and provide solutions.
- Develop, Maintain and execute proactive service plan for each client.
- Review Prospects policies/insurance program and provide feedback.
- Provide Quality Consultation services and serve as a resource to producers, Account Managers and Clients.
Requirements
- Currently Florida 2-20 License
- Previous Managerial or Team-Lead experience a plus
- Excellent presentation, written, communication and customer service skills
- Excellent leadership skills
- Travel required
- College degree desirable; or equivalent combination of education and 10 years related experience.
- Strong technical insurance knowledge and background
- Strong communication and negotiation skills under stressful situations
- Working knowledge of Sagitta Agency Management/ImageRight Document Management System, or willingness to learn
Benefits
- Generous time off, including personal and volunteering
- Health Insurance
- 401k
- Professional development opportunities
- Hybrid work
- Six week paid parental leave for the birth or adoption of a child
- Charitable contribution match programs
- Stock purchase opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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