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Business Insurance Lead
Marsh McLennan. Serve as consultative point of contact for clients on coverages and marketing matters .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management, insurance coverage analysis, and strategic marketing execution. Proficient in negotiating terms with carriers and leading renewal processes while providing mentorship to account teams.
Highest-signal resume keywords
Insurance Industry ExperienceClient Relationship ManagementNegotiation SkillsMarketing Strategy DevelopmentLeadership and Mentoring
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 LicenseCoverage AnalysisProposal PreparationRenewal Strategy ExecutionMarket Knowledge
Soft Skills
Strong Communication SkillsInterpersonal SkillsOrganizational SkillsProblem Solving SkillsPersuasion Skills
Tools & Technologies
Client Management SystemsMicrosoft Office Suite
Certifications & Qualifications
Bachelor’s Degree
Industry Keywords
Risk TransferInsurance PoliciesMarket ConditionsClient Needs AssessmentSales Efforts
About the role
Key responsibilities & impact- Serve as consultative point of contact for clients on coverages and marketing matters
- Identify client needs and provide recommendations with supporting rationale
- Assist the Producer in sales efforts, including responding to Requests for Proposals and participating in prospect meetings
- Sell additional lines and endorsements that enhance coverage and meet client needs
- Build and maintain client and carrier relationships by phone, email, and in person
- Develop marketplace knowledge and provide alternatives for risk transfer
- Coordinate with local and national leadership on line-of-business strategy, initiatives, and best practices
- Negotiate pricing, policy conditions, and terms with carriers
- Select the best carrier(s) for clients within marketing guidelines
- Collect client information with the Producer and account team
- Analyze coverage needs and develop marketing and renewal strategies
- Lead execution of marketing and renewal strategies with account teams and carrier representatives
- Lead renewal processes and prepare company applications and submissions
- Prepare proposals, finance agreements, and other presentations
- Present coverage and renewal recommendations to clients
- Lead renewal strategy, mid-year reviews, and annual stewardship meetings
- Visit prospects and clients as required
- Use client management systems and relevant technology platforms
- Attend seminars, classes, and carrier meetings to learn about new products and legislative changes
- Mentor and train account team members
- Provide interim marketing or technical support to account teams
- Perform other duties as requested by management
Requirements
What you’ll need- Bachelor’s degree or equivalent education and/or related experience
- Five years of relevant insurance industry experience
- Appropriate insurance license(s)
- Considerable knowledge of markets, policies and coverage issues for all states and industries serviced
- Organizational skills to plan and prioritize workload, and to oversee application of work flows and procedures
- Leadership skills, service, and team orientation to provide direction, praise, constructive feedback, and development to employees
- Strong communication and interpersonal skills to build and maintain positive business relationships
- Strong persuasion skills and tact to obtain information, negotiate with markets, obtain commitment or payments due from others, and motivate staff
- Discretion and problem solving skills to analyze client information, proposal competitiveness, and resolve problems
- Demonstrated proficiency in basic computer applications such as Microsoft Office Suite
- Ability to travel overnight
- Applicants must be within driving distance to the Dalton, GA office
- Ability to commute to the office a minimum of three days per week
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
- Colleague well-being benefit programs and resources
- Culture supporting professional and personal development