Sr. Client Executive-Business Insurance

Marsh; Overland Park (KS); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Generous time off

Hybrid work

Tuition reimbursement and professional

Stock purchase opportunities

Charitable contribution match programs

Job summary

Marsh McLennan Agency (MMA) seeks a Sr. Client Executive-Business Insurance to develop and strengthen client relationships, deliver high-quality service, and expand accounts with minimal guidance.

The role includes consulting on Business Insurance programs, advising on market trends, and promoting agency best practices. 5+ years in customer service or underwriting in commercial lines is preferred; strong communication and negotiation skills are essential. Hybrid work is available.

Qualifications

• High school diploma or equivalent is required; college degree preferred.
• 5+ years in customer service, underwriting, or commercial lines insurance experience preferred.
• Familiarity with insurance markets, binding authority, and underwriting guidelines preferred.
• Detail-oriented with strong organizational and time-management skills.
• Excellent verbal and written communication with ability to build relationships at all levels.
• Ability to work in a fast-paced team environment and communicate effectively.
• Flexibility and creativity in developing insurance solutions.
• Strong analytical skills to negotiate quotations and assess client needs.
• Experience negotiating quotations with underwriters and understanding commercial laws.
• Property/Casualty license or ability to attain is required.
• Nice-to-have: CIC/CRM/AAI or equivalent.

Responsibilities

• Develop and maintain client relationships through in-person, virtual, and on-site interactions.
• Manage service levels for assigned accounts to meet revenue and retention goals.
• Lead education events to promote agency expertise.
• Assist clients with strategic planning, renewal planning, and timelines.
• Identify opportunities to cross-sell services and drive referral business.
• Coordinate team efforts to meet client service agreements and compliance.
• Mentor and train team members and provide ongoing feedback.
• Prepare and deliver client presentations for new and existing accounts.
• Stay informed on industry trends and regulatory changes.

Skills

Relationship building

Customer service

Underwriting

Commercial lines insurance

Communication skills

Negotiation

Time management

Attention to detail

Team collaboration

Problem solving

Education

High school diploma or equivalent

College degree preferred

Job description

Company:

Marsh McLennan Agency

Description:

Sr. 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 drives 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 Sr. Client Executive-Business Insurance 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.

The role focuses on developing and strengthening client relationships by delivering timely, high-quality service and expanding accounts with minimal guidance. Additionally, the role includes providing consulting services on Business Insurance programs, advising clients on market trends and data analytics. This individual is also responsible for promoting agency best practices in communication and identifying opportunities to enhance existing accounts and generate referral business for agency growth.

• Develop effective business relationships through in-person visits, entertainment, and virtual contact at various levels within client organizations.
• Manage service levels for assigned accounts to meet revenue, profitability, retention goals, and client expectations.
• Utilize internal relationship-based sales methodology and lead efforts to promote agency expertise through educational events.
• Assist clients with strategic planning, goal setting, renewal planning, and establishing timelines.
• Identify additional business opportunities and cross-sell services.
• Coordinate team efforts to ensure delivery of client service agreements and provide guidance to team members.
• Review compliance and client disclosure requirements, ensuring alignment with internal policies and legal standards.
• Mentor and develop team members, providing ongoing training and support.
• Be a motivator and demonstrate a positive influence on team members and the department.
• Provide ongoing training, coaching and personal development to team members.
• Be available as a resource to team members. Field questions and respond to issues on a timely basis (voice mail, e-mail and personal).
• Provide leadership and coordinate team meetings
• Support and implement change management
• Create learning opportunities for team and provide ongoing constructive feedback.
• Prepare and manage client presentations for new and existing accounts.
• Coordinate risk placements with clients, carriers, and vendors.
• Stay informed on industry trends and legislative changes to effectively advise clients and manage risk.

• Other duties as assigned to successfully complete role.

Our future colleague.

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

• High school diploma or equivalent, required; college degree preferred
• 5+ years of experience working in customer service, underwriting, commercial lines insurance for a carrier or broker preferred
• Familiarity with insurance company markets, binding authority, and underwriting guidelines preferred
• Must be detailed with excellent organizational and time management skills.
• Good interpersonal skills and a high sense of urgency
• Excellent verbal and written communication skills, with a proven ability to establish relationships at all levels
• Ability to work well in a fast-paced team environment and communicate effectively
• Flexibility and creativity in developing innovative and customized insurance solutions
• Strong analytical skills with the ability to negotiate quotations, evaluate client needs, and develop innovative business solutions
• Experience negotiating quotations with underwriters and evaluating client needs
• Knowledge of technical underwriting and extensive knowledge of commercial industry laws, products, coverages, and markets
• Property/Casualty license or ability to attain is required

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

• Advanced designations such as CIC, CRM and AAI preferred
• Previous experience managing relationships and face-to-face client experience 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 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

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 and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.