Client Executive

2 months ago


Tucson, Arizona, United States Marsh Full time

As a Client Executive, your main role will be to support Sales Executives in acquiring new business and maintaining existing clients for the agency. You will be focused on specific accounts based on their premium size or complexity.

  • Overseeing and coordinating new business exposure analysis, coverage program design, marketing submissions, and service plan implementation for selected opportunities
  • Proactively managing renewals by engaging with clients well in advance, updating information, adjusting program designs when needed, and preparing renewal specifications for marketing
  • Collaborating with internal teams (Sales Executives, Account Managers, Department Heads) and external parties (Clients, Insurance Companies) to ensure smooth operations
  • Serving as the primary contact for designated clients, assessing coverages, providing guidance on changes, coordinating claims reviews, and advising on insurance matters
  • Building strong relationships with clients and team members, and delivering tailored risk management services
  • Updating agency management systems with client information and conducting regular stewardship meetings
  • Managing audits, proposals, and policy checks, ensuring compliance with established policies
  • Participating in client meetings and performing other assigned duties as needed
Qualifications

* - Minimum 7 years experience in commercial lines insurance
  • Possession of a P&C License
  • Excellent customer service and interpersonal skills
  • Some college education preferred
  • Strong analytical abilities and attention to detail
  • Proficiency in Microsoft Office 365


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