Business Insurance Client Account Executive

NACBA; Athens, Northern (GA, KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid Work

Tuition reimbursement and professional

Generous time off (personal and_vol_)

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency in Athens, GA seeks a Business Insurance Client Account Executive to build client and carrier relationships, develop service plans, and manage renewals with a focus on cross-selling and seamless administration.

The role requires strong communication, leadership, and travel to client sites; a bachelor’s degree and relevant insurance experience are preferred. Hybrid work and growth opportunities are available.

Qualifications

• Bachelor's degree or equivalent education and related training.
• Strong client relation skills and excellent communication.
• Leadership ability to direct, give feedback, and motivate others.
• Comfort with travel and in-person client engagement.
• Proficiency in basic computer applications and office software.

Responsibilities

• Build and maintain key client and carrier relationships by phone, email and in person.
• Develop and execute a comprehensive client service plan for all accounts.
• Coordinate internal/external activities for renewals and new business.
• Seek cross-sell opportunities and present renewal options to clients.
• Lead marketing efforts and present options to clients when applicable.
• Complete implementation and deliver all forms to clients with team support.
• Schedule relationship management meetings and visits with clients.
• Assist clients with service questions on administration, billing, and claims.

Education

Bachelor's degree or equivalent education

Advanced degree

Tools

Microsoft Office Suite

Job description

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. More than 11,000 of 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 thrive as an Business Insurance Client Account Executive at Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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).

Applicants must be within driving distance to our Athens, GA office to be considered for this role and have the ability to commute to the office a minimum of three days per week.

A day in the life.

As an Business Insurance Client Account Executive, you will:

• Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
• Build and maintain key client and carrier relationships by phone, email and in person.
• Develop and execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.
• Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.
• Continually seek cross-sell opportunities and suggest new lines of coverage.
• Work with Producer and/or Marketing Account Executive, if applicable, to monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
• Lead the marketing of accounts as requested by Producer and/or Marketing Account Executive, if applicable.
• Prepare marketing information for Producer or client as appropriate and provide required information to Marketing Account Executive where client teams also include such role. As appropriate, present the options to the client.
• Complete the implementation process and prepare and deliver all applicable forms to client in conjunctions with other service team members as appropriate.
• Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.
• Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem solving, upon request, and perform such services as appropriate.
• Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow up in client management system(s). Also, understand how to use the system to acquire information to assist clients.
• Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
• Mentor team members.
• Other duties and responsibilities as requested by management.

Our future colleague.

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

• Bachelor's degree or equivalent education and related training
• Five years of relevant insurance industry experience
• Appropriate insurance license(s)
• Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems.
• Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale
• Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite
• Ability to travel, occasionally overnight

• Advanced degree
• Certification in field of endeavor
• Experience with Requests for Proposal

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 our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

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

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

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