Client Executive - Single Parent Captives

Marsh McLennan; Thomasville (NC); On-site; USD 120,000 - 180,000; 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

Employee networking groups

Tuition reimbursement and professional

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency seeks a Client Executive - Single Parent Captives to lead captive insurance engagements, manage client relationships, and deliver high‑quality, strategic solutions.

The role requires deep knowledge of captive models, risk management, and regulatory guidelines, plus strong communication and analytical skills. Travel about 10% is expected, with a focus on delivering value for senior client stakeholders.

Qualifications

• Bachelor's degree in Finance, Business, Risk Management or related field.
• 8+ years in insurance, risk management, or captive insurance, with single parent captive experience.
• Knowledge of captive insurance models, regulatory environments, and risk management best practices.
• Proven ability to manage senior client relationships with a consultative approach.
• Excellent communication, negotiation, and interpersonal skills.
• Proficiency with Microsoft Office, CRM platforms, and data analytics tools.
• Willingness to travel ~10%.
• P&C license required.
• Professional designations such as CPCU or ARM preferred.

Responsibilities

• 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.

Skills

Client relationship management

Communication skills

Analytical mindset

Travel willingness

P&C license

Education

Bachelor's in Finance

MBA or Master’s degree

CPCU/ARM designation preferred

Tools

Microsoft Office

CRM platforms

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.

As an Client Executive - Single Parent Captives , you will:

• 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.

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

• 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.

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, encouraging professional and personal development, and celebrating 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