Client Executive - Single Parent Captives

Marsh; Atlanta (GA); On-site; USD 120,000 - 190,000; 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

Job summary

Marsh McLennan Agency is seeking a Client Executive - Single Parent Captives to lead captive engagements and manage senior client relationships. You will oversee deliverables, coordinate with underwriters, actuarial teams, and service staff to ensure strategic, data-driven program delivery.

You will leverage deep knowledge of captive models and risk financing, communicating effectively with stakeholders and driving continuous improvement in processes while traveling as needed.

Qualifications

• Minimum 8 years in insurance or captive insurance, with single parent captive experience.
• Deep knowledge of captive insurance models, alternative risk financing, and regulatory environments.
• Proven track record managing senior client relationships with a consultative approach.
• Exceptional communication, negotiation, and interpersonal skills.
• Willingness to travel approximately 10% for client engagements.

Responsibilities

• Lead all phases of captive engagements from kickoff to delivery of client outcomes.
• Prepare, review, and refine client deliverables and strategic proposals.
• Analyze premium and loss history data to assess profitability and risk exposure.
• Collaborate with underwriting, actuarial, and service teams for integrated program delivery.
• Mentor junior staff and drive continuous improvements in captive insurance processes.

Skills

Client relationship management

Project management

Data analysis

Stakeholder communication

Problem-solving

Microsoft Office

CRM platforms

Travel readiness

Education

Bachelor's degree in Finance

Bachelor's degree in Business

Bachelor's degree in Risk Management

MBA

CPCU/ARM designation

Tools

CRM platforms

Microsoft Office Suite

Insurance management tools

Data analytics tools

Job description

Company

Marsh McLennan Agency

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 Client Executive - Single Parent Captives 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).

A day in the life

• Lead and coordinate all phases of captive insurance engagements, ensuring seamless project execution, timely delivery, and adherence to quality standards.
• Develop and manage detailed project data request lists; conduct rigorous reviews to confirm completeness and accuracy of information received.
• Oversee the preparation, review, and refinement of client deliverables, including complex PowerPoint presentations, ensuring clarity, consistency, and strategic alignment.
• Proactively identify, analyze, and resolve complex issues or challenges within engagements, applying advanced problem‑solving skills to deliver effective solutions.
• Serve as the primary client liaison, leading high-level project meetings and providing strategic updates on project milestones and outcomes.
• Conduct in-depth analysis of insurance programs to assess profitability and risk exposure by evaluating premium and loss history data.
• Partner with brokerage teams to thoroughly understand and address insureds' insurance requirements, including certification and policy limit specifications.
• Maintain and enhance financial reporting frameworks for fronting carriers and captive managers, ensuring accuracy and regulatory compliance.
• Lead risk pricing initiatives and premium allocation strategies, leveraging actuarial insights and market intelligence.
• Collaborate with internal underwriting, actuarial, and service teams to ensure integrated and accurate program delivery.
• Drive the development and presentation of sophisticated proposals to clients and prospects, articulating value propositions and strategic benefits.
• Foster ongoing client engagement through proactive communication, performance monitoring, and program enhancement recommendations.
• Mentor junior team members and contribute to the continuous improvement of captive insurance processes and methodologies.

Our future colleague

• Bachelor's degree in Finance, Business, Risk Management, or a related discipline; advanced degree (MBA, Master's) or professional designations such as CPCU, ARM, or equivalent highly preferred.
• Minimum of 8 years of progressive experience in insurance, risk management, or captive insurance, with demonstrated expertise in single parent captive structures.
• Deep knowledge of captive insurance models, alternative risk financing mechanisms, regulatory environments, and risk management best practices.
• Proven track record of managing complex client relationships at a senior level, with a consultative approach that drives program success without direct sales responsibilities.
• Exceptional communication, negotiation, and interpersonal skills, capable of influencing and building trust with senior client stakeholders.
• Strong analytical mindset with advanced problem‑solving capabilities and a data‑driven approach to underwriting and risk assessment.
• Proficiency in Microsoft Office Suite, CRM platforms, and familiarity with insurance management and data analytics tools.
• Willingness and ability to travel as required for client engagements and industry events (approximately 10% travel).
• Demonstrated ability to manage multiple priorities in a fast‑paced environment with agility and sound judgment
• Property & Casualty license required.
• Professional designations such as CPCU, ARM, or similar are preferred.

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

• Medical, dental and vision insurance
• 401K and company match program
• Company-paid life and disability
• Generous paid time of