Business Insurance Client Executive

Careerwebsite; Columbus, Northern (GA, KY); Hybrid; USD 95,000 - 130,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401K and company match program

Company-paid life and disability

Generous paid time off programs

Employee assistance program (EAP)

Volunteer paid time off (VTO)

Career mobility

Tuition reimbursement and professional

Stock purchase opportunities

Job summary

Marsh McLennan Agency in Columbus, GA is seeking a Business Insurance Client Executive to drive client partnerships and lead strategic deliverables. You will work with account teams, negotiate rates, and coordinate proposals and renewals, influencing carrier selections and ensuring client expectations are met.

The role requires 7–10 years of experience, a bachelors degree or equivalent, professional designations, and strong project management and MS Office skills.

Qualifications

• 7-10 years of experience in business insurance or client exec roles.
• Bachelor's degree or equivalent work experience required.
• Advanced designation (CIC/ARM/CRM/CPCU/AIDA) preferred and license required.

Responsibilities

• Provide guidance to the account team for data entry and client deliverables.
• Lead negotiations on rate and coverage for renewals and quotes.
• Drive client strategy, stewardship, and meetings with stakeholders.
• Build relationships with HR, Finance, and C-suite; align with client style.
• Coordinate with Client Team on tasks, deadlines and upcoming projects.
• Prepare deliverables for client meetings; present with Producer.
• Oversee tools and resources to tailor solutions to client direction.
• Support new business production, including RFP coordination and design.

Skills

Client management

Project management

Relationship building

Negotiation

Communication

Education

Bachelor's degree or equivalent

Advanced Degree (RMIN, Finance, Accounting)

Tools

Reference Connect

Playbook

MMA U

Microsoft Office

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 a Business Insurance Client 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 Columbus, GA office to be considered for this role and have the ability to commute to the office a minimum of five days per week.

A day in the life.

As an Business Insurance Client Executive, you will:

• 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

Our future colleague.

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

• 7-10 Years prior experience
• Bachelor's Degree or Equivalent Work Experience Required
• Advanced Degree (RMIN, Finance, Accounting) experience a plus
• Advanced Designation Preferred (CIC, ARM, CRM, CPCU, AIDA)
• Manages a book of business; a portion is independently managed by the Client Executive, and a portion includes Sales collaboration.
• Advanced application of prioritization & organizational skills
• Advanced project management including delegation
• Advanced carrier relationships
• Networks with Sales Directors, Sales Executives and Centers of Influence
• Extensive knowledge of products/lines and marketing techniques.
• Extensive knowledge of how products are utilized and administered.
• In-depth understanding of program design: Guaranteed Cost, Loss Sensitive, Captive/Self-Funded Programs, Layered/Quota Share
• Up to date with current trends, regulations, etc.
• Expert use of tools & resources to include Microsoft Office Products (Excel, PowerPoint, Word, Outlook)
• Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability
• Property Casualty License Required
• Annual CE Requirement

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.

Some benefits included in this role are:

• Medical, dental and vision insurance
• 401K and company match program
• Company-paid life and disability
• Generous paid time off programs
• Employee assistance program (EAP)
• Volunteer paid time off (VTO)
• Career mobility
• Employee networking groups
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

• https://www.instagram.com/lifeatmma/
• https://www.facebook.com/LifeatMMA
• https://twitter.com/marsh_mma
• https://www.linkedin.com/company/marsh-mclennan-agency/

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.

#MMASE