Marsh McLennan

Client Executive - Commercial Insurance

Marsh McLennan • $92K — $172K *
San Diego, CA 92154Hybrid
Finance & Insurance
Less than 5 years of experience
Reposted 1 week ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree with 3+ years of World Class Client service experience, or 6+ years of relevant experience with increasing responsibility.
  • Valid unrestricted California Fire & Casualty Solicitors license and a driver's license.
  • Advanced insurance designations such as CPCU or CIC are preferred.
  • Strong understanding of insurance terminology and trends in Business Insurance.
  • Proficient in MS Office (Word, Excel, Outlook).
  • Ability to prioritize tasks, set goals, and present results clearly.

Responsibilities

  • Oversee ongoing service activities for accounts.
  • Prepare and deliver monthly production and activity reports.
  • Manage and collect receivables in collaboration with Client Sales Executive.
  • Coordinate and participate in client meetings and strategy sessions.
  • Lead the renewal process and manage all facets of renewal activities.
  • Act as a leader for service team members, fostering open communication and collaboration.
  • Establish and maintain positive relationships with clients and associates.

Benefits

  • Comprehensive health and welfare benefits package.
  • Tuition assistance for continued education.
  • 401K savings and retirement programs.
  • Employee assistance programs for personal and professional support.
Full Job Description
Assume responsibility for World Class Client accounts and other accounts as assigned. Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs.

Essential Duties & Responsibilities
  • Oversee ongoing account service activities.
    • Prepare monthly production and activity reports.
    • Manage/collect receivables in conjunction with Client Sales Executive.
    • Meet regularly with Client Sales Executive to update, advise and inform.
    • Coordinate activities on accounts.
    • Review and deliver summary, proposals and policies.
    • Lead, present and participate in meetings with clients.
    • Maintain current Insurance Summaries on all accounts.
    • Update COW's annually on all accounts.
    • Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings, etc.)
  • Participate in new business development and proposals with Client Sales Executive.
    • Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage.
    • Coordinate coverage placement through managing the direction provided to service team.
    • Deliver binders and invoices.
  • Manage all facets of renewal process.
    • Initiate client contact and orchestrate renewal strategy meetings.
    • Gather renewal underwriting information.
    • Oversee process of preparing and updating underwriting specifications.
    • Coordinate coverage placement through instructions provided to Marking and Client Administrator, review and deliver binders, invoices, etc.
    • Advise, inform and involve Client Sales Executive, as required in marketing process.
    • Prepare and deliver proposals.
    • Prepare all orders and instructions to Client Administrator.
    • Manage expiration lists.
  • Act as a leader for the service team members.
    • Create an environment oriented to trust, open communication, and cohesive team effort.
    • Facilitate problem solving and collaboration when faced with client difficulties.
    • Focus the team on the internal and external client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support task performance.
    • Provide necessary business information to enhance the team's professional development.
    • Ensure deliverables are prepared to satisfy client requirements, cost and schedule.
    • Work closely with department Manager and Director of Client Services to obtain necessary resources to support the team's requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.
  • Establish and consistently maintain effective and positive working relationships with Associates and clients.


Education and/or Experience
  • Bachelor's degree plus 3 or more years of daily World Class Client service experience is required; or, a minimum of 6 years industry experience showing increasing responsibility directly related to the performance of the above duties including 3 or more years of daily World Class Client service.
  • Maintain a valid unrestricted California Fire & Casualty Solicitors license and a valid Drivers license.
  • Achieve and maintain advanced insurance designations applicable to the above duties such as CPCU or CIC designations.
  • Excellent understanding of insurance terminology, trends and factor influencing the industry, and the various lines of Business Insurance insurance.
  • Proficiency with MS Office Software (Word, Excel, Outlook).
  • Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
  • Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content.


#MMAwest

MMABI

#LI-DNI

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.

About Marsh McLennan

Marsh McLennan Careers

Join the exceptional team at Marsh McLennan, a global leader in professional services, offering unparalleled job opportunities in insurance, risk management, and consultancy. As the company propels forward, it invites dedicated professionals to contribute to a culture of innovation, leadership, and growth.

Work You’ll Do

At Marsh McLennan, you will engage with complex challenges that push the boundaries of your skills and knowledge. Our team thrives on diversity and the shared goal of delivering impactful solutions to our clients worldwide. By joining us, you will be part of a culture that values diversity training and leadership development, ensuring every team member is equipped for success.

Explore Professional Growth

Marsh McLennan is committed to the professional growth of its employees. Whether you are seeking a position that offers a path to leadership or looking for robust internship programs to kickstart your career, Marsh McLennan provides the resources and global platform to propel your ambitions into achievements. Our benefits package is designed to support the well-being and continuous professional development of all staff, from entry-level to senior leadership roles.

Innovative Work Environment

Our company is at the forefront of industry innovation. The collaboration between experienced professionals and fresh talent generates dynamic solutions that keep Marsh McLennan at the cutting edge of the industry. Our team is encouraged to lead with creativity and embrace new ideas, driving the company’s legacy of pioneering industry-first solutions.

Join Our Team

Marsh McLennan is hiring! Explore the multitude of job opportunities on our careers page, from strategic advisory roles to operational excellence positions. We look for passionate, curious, and solution-driven team players. Enhance your career with Marsh McLennan, where your skills will be honed through challenging projects and high-impact strategies.

Networking and Career Advancement

Networking at Marsh McLennan opens doors to enriching connections and countless opportunities within the industry. Our professionals benefit from an environment that fosters networking through events, professional groups, and collaborative projects. With Marsh McLennan, career advancement is not just a possibility—it is an expectation.

Prepare for Your Interview

Ready to apply? Make sure your resume highlights your most relevant experiences and skills tailored to the position you are applying for. Our interview process is designed to understand your capabilities and fit with our team’s goals and values. Prepare to discuss how your background, experiences, and professional aspirations align with the opportunities at Marsh McLennan.

Stay Connected

Keep up to date with the latest from Marsh McLennan: - **Career Insights**: Gain insider perspectives and industry-leading insights through our careers blog. - **Job Alert Emails**: Personalize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the rewarding career opportunities awaiting at Marsh McLennan, where your professional journey is just the beginning. Join us in shaping a future defined by insight, integrity, and innovation.
Learn more about Marsh McLennan
Size
83,000 employees
Market Cap
$82.6 billion
Industry
Finance & Insurance
Net Income
$2 billion
Founded
1914
5 Year Trend
+8.5%
Revenue
$17.2 billion
NASDAQ
MMC
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Marsh McLennan

More Finance & Insurance Jobs

Find similar Client Executive - Commercial Insurance jobs:

NationwideSan Diego, CA