Client Representative at Marsh McLennan Agency providing assistance with business insurance clients' billing and processing. Balancing personal workload while supporting team accounts.
About the role
- Client Executive managing client relationships and insurance services within Business Insurance team. Requires extensive commercial lines insurance experience and active Property & Casualty license.
Responsibilities
- Utilize exceptional client servicing skills to maintain and expand client relationships within assigned book of accounts
- Provide professional insurance services to clients by coordinating with Producers, Underwriters, Service Team members and other departments
- Provide coverage analysis and risk management recommendations
- Complete applications, prepare submissions, negotiate coverage and pricing with carriers and prepare proposals according to agency standards
- Resolve issues related to billing, make policy changes, respond to policy coverage related questions in a timely and professional manner
- Prepare exposure comparison, premium comparisons, renewal reviews and renewal proposals
- Participate in continuing education to maintain a P&C license, stay current with all regulations and enhance insurance knowledge
Requirements
- Active Property & Casualty license
- 10+ years relevant commercial lines insurance experience, with at least 3 years in a brokerage environment
- Experience in managing assigned accounts through the client life cycle, including the renewal process.
- Demonstrated ability to expand services at each renewal through upselling and cross selling.
- Effective oral and written communication and relationship building skills a must; demonstrated ability to converse with all levels of internal colleagues and external clients and vendors
- Strong analytical and problem-solving skills, managing escalated client issues
- Significant experience facilitating client meetings and presentations
- High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint as well as agency management systems and web browser software
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
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