Client Executive, Business Insurance

Marsh McLennan Agency; Charlotte (NC); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Professional development opportunities

Charitable contribution match

Stock purchase opportunities

Job summary

Marsh McLennan Agency in Charlotte, NC is seeking a Client Executive for the Business Insurance team. This role focuses on developing client relationships and offering innovative insurance solutions. Ideal candidates have over ten years of experience in the insurance industry and a bachelor’s degree in a related field.

The position offers generous time off, professional development opportunities, and the flexibility of a hybrid work model.

Qualifications

• Minimum ten years’ experience in an insurance agency or brokerage environment.
• P & C Insurance License or ability to obtain it within 90 days.
• Completed designations like CPCU, CIC, ARM and/or AU preferred.

Responsibilities

• Develop relationships with clients and carriers.
• Provide innovative solutions to complex risk-related issues.
• Guide marketing, servicing, and retention of larger accounts.

Skills

Client relationship development

Risk assessment

Loss Sensitive programs expertise

Advanced Excel competency

Education

Bachelor’s degree in business or related field

Tools

Agency Management Systems

Job description

Client Executive, Business Insurance

Award‑winning, inclusive culture that values hard work and purposeful impact. Join Marsh McLennan Agency (MMA) to deliver business insurance, employee health & benefits, retirement, and private client insurance solutions across North America.

Responsibilities

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

Qualifications

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

Benefits

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

EEO Statement

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or any other characteristic protected by law. If you need accommodation, contact [e-mail].