Marsh McLennan

Client Service Executive

Marsh McLennan • $90K — $167K *
Los Angeles, CA 90011Hybrid
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree plus 3+ years of World Class Client service experience, or minimum of 6 years industry experience with 3+ years in client service.
  • Valid unrestricted California Fire & Casualty license and driver's license required.
  • Advanced insurance designations such as CPCU or CIC preferred.
  • Strong knowledge of insurance terminology and trends in Business Insurance.
  • Proficient with MS Office Suite (Word, Excel, Outlook).
  • Excellent problem-solving and task prioritization skills.
  • Ability to communicate complex information clearly to diverse audiences.

Responsibilities

  • Oversee ongoing client account service activities and prepare reports.
  • Manage client receivables in collaboration with the Client Sales Executive.
  • Coordinate account activities and client meetings.
  • Deliver summaries, proposals, and insurance policies to clients.
  • Participate in new business development and coordinate coverage placements.
  • Manage and strategize renewal processes and client contact.
  • Lead and support the service team to resolve client issues and enhance team effectiveness.

Benefits

  • Health and welfare benefits including medical, dental, and vision coverage.
  • Tuition assistance for continuing education.
  • 401K savings and retirement programs available.
  • Employee assistance programs to support health and wellness.
Full Job Description
Description:

Client Executive Service - Commercial Insurance

Department: Business Insurance

Summary

Assume responsibility for 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 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.
  • 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.

Work Environment & Physical Demands
  • Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
  • Work is performed in a typical interior/office work environment.
  • Travel to client sites will be required. Usually travel is within driving distance, but may occasionally consist of a 1 to 2 night stay.


The applicable base salary range for this role is $84,7000-$180,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. 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

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