Client Executive, Business Insurance

Tech Sales Jobs; Charlotte (NC); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work

Generous time off

Tuition reimbursement

Professional development opportunities

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency in Charlotte, NC seeks a Client Executive on the Business Insurance team. You will develop relationships with clients, prospective clients, and carriers, and serve as an advisor to assess risks and deliver innovative solutions.

The role requires a bachelor’s degree, 10+ years in insurance brokerage, a P&C license, and CPCU/CIC/ARM/AU or equivalent knowledge. Hybrid work and broad benefits are included.

Qualifications

• Bachelor’s degree in business or related field.
• 10+ years of experience in an insurance agency or brokerage.
• P&C Insurance License or ability to obtain within 90 days.
• CPCU, CIC, ARM, and/or AU designation or equivalent knowledge.
• Experience with Agency Management Systems.
• Advanced Excel competency.

Responsibilities

• Develop relationships with clients, prospects and carriers.
• Advise and consult to assess risks and provide innovative solutions.
• Guide marketing, servicing and retention of larger accounts.
• Coordinate resources across Claims, Risk Control and liability lines.

Skills

Relationship management

Client advisory

Risk assessment

Education

Bachelor’s degree in business or related field

10+ years in insurance agency or brokerage

P&C Insurance License

CPCU / CIC / ARM / AU designation or equivalent

Tools

Agency Management Systems

Advanced Excel

Job description

Client Executive, Business Insurance

Location: Charlotte - Carnegie Boulevard

Remote Type: Hybrid

Time Type: Full time

Job Description

Company:

Marsh McLennan Agency

Description:

Marsh McLennan Agency

Client Executive, Business Insurance

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. 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 make your mark as a Client Executive at MMA.

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

A day in the life.

As our Client Executive on the Business Insurance team, you’ll develop relationships with clients, prospective clients, and carriers. You will serve as an advisor and consultant to clients in order to assess risks and provide innovative solutions to complex risk-related business issues, demonstrating expertise in Loss Sensitive and Captive programs. You will guide the marketing, servicing, and retention of larger accounts, and determine resources needed to support clients and prospects (Claims, Risk Control, Executive & Professional Liability, etc.).

Our future colleague.

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

• Bachelor’s degree, or equivalent experience, in business or related field.
• Minimum ten (10) years’ experience in an insurance agency or brokerage environment
• P & C Insurance License or ability to obtain within 90 days.
• Completed CPCU, CIC, ARM, and/or AU designation or ability to demonstrate equivalent knowledge and ability.
• Experienced in Agency Management Systems
• Advanced Excel Competency

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 of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfilment through meaningful work.

Some benefits included in this role are:

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

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.

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

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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 is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [e-mail]

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