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Client Executive
3 days ago
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 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 McLennan (NYSE: MMC). Applicants must be within driving distance to our Atlanta, GA office to be considered for this role and have the ability to commute to the office five days per week.
A day in the life. As an Client Executive, you will:Provide guidance, direction and support to account team as needed for data entry into Agency Management SystemTactful demonstration to carrier partners of the timing, art and understanding of the underwriter mindset in order to obtain the most desirable outcome for client. Rate and coverage negotiation for renewal and competitive quotes prior to presenting to Producer. Drives strategy and ownership of client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.).
Partnership: Builds client relationships at all levels (HR, Finance, Decision-makers and C-Suite). Informs account team of any significant changes relating to the client. Understands and adapts to style of client to best suit their needs. Coordinates with Client Team to review tasks, status of deliverables, provide guidance on upcoming projectsStrategize on project details and give direction to the Client Team on needed tasks and sets / monitors deadlinesPrepares or coordinates preparation of deliverables for all client meetings throughout the year, including scheduling meetings, working within the parameters of the client’s expectations on timing and deliverables.
Drives coordination of assignments with Producer feedback. Together with Producer, attends and presents deliverables to the client. Advanced understanding of available tools (Reference Connect, Playbook, MMA U)Oversight for the delivery of other resources where applicable: Subject Matter Experts (Loss Control, Communications, Claims, etc.) Provides client insight as needed to make these areas more effective & tailored to the client’s strategic direction. An internal resource for team to rely on for questions related to carriers, clients for solutions.
Provides New Business and Renewal Support based on the following tasks: Assists Producer in New Business Production to include:Triage (qualification of opportunity and team set up)Strategy MeetingProgram DesignCoordinate Preparation of RFP with Internal ResourcesDevelop Service PlanPresentation to ProspectRenewal Strategy Meetings (Internal and External)Renewal Exposure AnalysisSends Submission to MarketPerforms Non-Admitted Carrier Due DiligencePerforms Premium, Rate and Coverage ComparisonsFinalizes Proposal and Presentation to client / prospectSubmits Bind Order to CarrierPerforms Premium AllocationsProvides General Service Support based on the following tasks: Assists in coordination of Carrier Loss Control Recommendation ComplianceProvides complex Contract Review Stewardship Review and PreparationOur future colleague. We’d love to meet you if your professional track record includes these skills:Bachelor's Degree or Equivalent Work Experience Required Advanced Degree (RMIN, Finance, Accounting) experience a plusAdvanced Designation Preferred (CIC, ARM, CRM, CPCU, AIDA)7-10 Years prior experienceAll Core Strengths of Sr. Client Manager plus: Emotional Intelligence, Strategic Thinking, Forward Thinking, Team leadership in conjunction with ProducerComplex / loss sensitive experience requiredLarge, multi-layer & complex risksManages a book of business; a portion is independently managed by the Client Executive, and a portion includes Sales collaboration. Advanced application of prioritization & organizational skillsAdvanced project management including delegationAdvanced carrier relationshipsNetworks with Sales Directors, Sales Executives and Centers of InfluenceExtensive knowledge of products/lines and marketing techniques.
Extensive knowledge of how products are utilized and administered. In-depth understanding of program design: Guaranteed Cost, Loss Sensitive, Captive/Self-Funded Programs, Layered/Quota ShareUp to date with current trends, regulations, etc. Expert use of tools & resources to include Microsoft Office Products (Excel, PowerPoint, Word, Outlook)Exemplifies MMA Core Values: Collaboration, Passion, Innovation, AccountabilityProperty Casualty Resident’s License RequiredAnnual CE RequirementWe 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, encourages professional and personal development, and celebrates 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 insurance401K and company match programCompany-paid life and disabilityGenerous paid time off programsEmployee assistance program (EAP)Volunteer paid time off (VTO)Career mobilityEmployee networking groupsTuition reimbursement and professional development opportunitiesCharitable contribution match programsStock purchase opportunities
