Senior Client Executive, Business Insurance

Tech Sales Jobs; New York (NY); Hybrid; USD 92,000 - 172,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency seeks a Senior Client Executive for Business Insurance P&C in a hybrid role near Saddle Brook, NY. The position focuses on maintaining and expanding client relationships, coordinating with internal teams, and delivering risk analysis and coverage proposals.

You’ll engage in renewal processes, cross-selling opportunities, and ongoing education to keep a P&C license current. Strong communication and MS Office proficiency are essential.

Qualifications

• Active Property & Casualty license.
• 10+ years of commercial lines insurance experience.
• 3+ years in a brokerage environment.
• Experience managing assigned accounts through the renewal cycle.
• Proven upselling and cross-selling skills.
• Strong oral and written communication and relationship-building abilities.
• Proficiency with MS Office and agency management systems.

Responsibilities

• Maintain and expand client relationships within your assigned book of accounts.
• Coordinate with Producers, Underwriters, Service Team members and other departments.
• Provide coverage analysis and risk management recommendations.
• Prepare submissions, renewals, and pricing proposals.
• Resolve billing issues and respond to policy questions promptly.
• Commit to continuing education to maintain a P&C license.

Skills

P&C license

Commercial lines exp

Brokerage experience

Upselling/cross-sell

Client communication

MS Office

Education

Bachelor’s Degree in Risk Management

Insurance designations

Tools

Agency management systems

Web browser software

Job description

Senior Client Executive, Business Insurance P&C

Location: Saddle Brook - Pehle, New York - 350 Madison

Remote Type: Hybrid

Time Type: Full time

Job Description

Company:

Description:

Senior Client Executive, Business Insurance

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. 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 Senior Client Executive for the Business Insurance team here 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 McLennan (NYSE: MMC).

A day in the life.

As a Commercial Lines Senior Client Executive within the Business Insurance P&C team, you’ll utilize your exceptional client servicing skills to maintain and expand client relationships within your own assigned book of accounts and also provide professional insurance services to our clients by coordinating with Producers, Underwriters, Service Team members and other departments too. This includes, but not limited to, providing coverage analysis and risk management recommendations, completing applications, preparing submissions, negotiating coverage and pricing with carriers and preparing proposals according to agency standards. You may also be called on to resolve issues related to billing, make policy changes, respond to policy coverage related questions in a timely and professional manner, and prepare exposure comparison, premium comparisons, renewal reviews and renewal proposals.

All Client Executives are expected to participate in continuing education to maintain a P&C license, stay current with all regulations and enhance insurance knowledge.

Our future colleague.

We’d love to meet you if your professional track record includes the following:

• Active Property & Casualty license
• 10+ years relevant commercial lines insurance experience, with at least 3 years in a brokerage environment
• Experience in managing assigned accounts through the client life cycle, including the renewal process.
• Demonstrated ability to expand services at each renewal through upselling and cross selling.
• Effective oral and written communication and relationship building skills a must; demonstrated ability to converse with all levels of internal colleagues and external clients and vendors
• Strong analytical and problem-solving skills, managing escalated client issues
• Significant experience facilitating client meetings and presentations
• High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint as well as agency management systems and web browser software

These additional qualifications are a plus, but not required to apply:

• Bachelor’s Degree in Risk Management, Business Administration or other related fields
• Insurance designations

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 fulfillment 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:

• Instagram
• Facebook
• X
• LinkedIn

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 EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

#MMABI

#LI-Hybrid

The applicable base salary range for this role is $92,400 to $172,100.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.