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
Licensed Medicare Insurance Agent at Silvur Insurance, providing support for Medicare services to credit union members in Michigan. Engaging in community outreach, education, and member service at a hybrid workplace.
Placement Specialist marketing property and casualty insurance programs for large market accounts. Collaborating with teams to gather data, negotiate terms, and prepare proposals for new and renewal business.
Senior Associate in Insurance providing consulting on healthcare and property insurance with strong communication skills. Requires 3+ years of experience and proficiency in Microsoft Office Suite.
Client Advisor driving business growth in a fintech leader, Acrisure, using technology and data - driven insights for client acquisition and relationship management.
National Practice Lead overseeing Canadian Real Estate insurance practices at HUB International. Responsible for growth strategies and enhancing client relationships across Canadian real estate markets.
Supervisor of Service Assurance overseeing incident management and technical staff performance. Leading communications during outages for enterprise customers within Comcast Business.
Fachbetreuer/in für industrielle Haftpflicht - Versicherung bei MARTENS & PRAHL Gruppe. Betreuung von Industriekunden und aktive Unterstützung des Vertriebsteam.
Working as a Senior Associate in External Audit at PwC Middle East, focusing on financial services compliance. Collaborating with diverse teams to deliver high - quality audits and client relationships.
Audit Associate conducting external audits and statutory reporting for diverse clients. Collaborating with teams to deliver quality audits and ensuring compliance with regulations in Iraq.
Licensed Insurance Agent at The Hartford providing comprehensive insurance solutions. Responsible for evaluating risk and confidently managing sales process for auto and home insurance.