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Business Insurance Client Executive
Marsh McLennan. Manage a high-profile, complex, substantial-revenue book of business critical to the company.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong technical insurance knowledge and the ability to manage complex client relationships effectively. Capable of developing proactive service plans and providing quality consultation services to producers and clients.
Highest-signal resume keywords
Florida 2-20 LicenseTechnical Insurance KnowledgePresentation SkillsLeadership SkillsSagitta Agency Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance AnalysisClaims ReviewLoss Trend AnalysisMarket Change AnalysisCertificate AuditsClient Needs AssessmentCoverage Line DevelopmentPolicy ReviewService Plan DevelopmentNegotiation Skills
Soft Skills
Communication SkillsCustomer Service SkillsProblem-Solving SkillsTeam LeadershipRelationship Management
Tools & Technologies
Sagitta Agency ManagementImageRight Document Management System
Certifications & Qualifications
Florida 2-20 License
Industry Keywords
Insurance MarketplaceRenewalsNew Business DevelopmentClient MeetingsProactive Service
About the role
Key responsibilities & impact- Manage a high-profile, complex, substantial-revenue book of business critical to the company.
- Assist Producers with renewals, new account sales, and rounding existing accounts.
- Assist producers in new production activities to meet or exceed established goals.
- Oversee or facilitate renewals for existing business.
- Design exposure analyses, claims reviews, loss trends, market change analyses, and certificate audits.
- Design presentations for prospect and client meetings.
- Conduct meetings with clients and carriers as needed.
- Accompany producers on prospect meetings.
- Meet with producers and account teams to discuss issues and resolve problems.
- Maintain communication and relationships with producers, account teams, and carrier partners.
- Gather client information for renewals and new business to begin remarketing/marketing.
- Develop and expand coverage lines for existing accounts.
- Provide technical insurance advice and service support for new and renewal business.
- Maintain knowledge of forms and coverage changes.
- Participate in seminars and classes for skill and knowledge development.
- Monitor industry trends and insurance marketplace changes.
- Liaise with clients to assess needs and provide solutions.
- Develop, maintain, and execute proactive service plans for each client.
- Review prospects' policies and insurance programs and provide feedback.
- Provide quality consultation services and serve as a resource to producers, Account Managers, and clients.
Requirements
What you’ll need- Current Florida 2-20 License
- Previous Managerial or Team-Lead experience a plus
- Excellent presentation, written, communication and customer service skills
- Excellent leadership skills
- Travel required
- College degree desirable; or equivalent combination of education and 10 years related experience.
- Strong technical insurance knowledge and background
- Strong communication and negotiation skills under stressful situations
- Working knowledge of Sagitta Agency Management/ImageRight Document Management System, or willingness to learn
Benefits
Comp & perks- Generous time off, including personal and volunteering.
- Tuition reimbursement and professional development opportunities.
- Hybrid work.
- Charitable contribution match programs.
- Stock purchase opportunities.