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Client Executive, Business Insurance
Marsh McLennan. Develop relationships with clients, prospective clients, and carriers .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in risk assessment and innovative solutions within the insurance sector, with a strong focus on client relationship management and retention strategies. Holds relevant insurance designations and licenses to effectively advise clients on complex risk-related issues.
Highest-signal resume keywords
P & C Insurance LicenseCPCU DesignationCIC DesignationARM DesignationClient Relationship 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
Risk AssessmentLoss Sensitive ProgramsCaptive ProgramsClaims ManagementRisk Control
Soft Skills
Consultative SellingAdvisory SkillsProblem SolvingCommunication
Tools & Technologies
Agency Management SystemsAdvanced Excel
Certifications & Qualifications
CPCUCICARMAU
Industry Keywords
Insurance AgencyBrokerage EnvironmentClient ServicingAccount RetentionRisk Management
About the role
Key responsibilities & impact- Develop relationships with clients, prospective clients, and carriers
- Serve as an advisor and consultant to clients
- Assess risks and provide innovative solutions to complex risk-related business issues
- Demonstrate expertise in Loss Sensitive and Captive programs
- Guide the marketing, servicing, and retention of larger accounts
- Determine resources needed to support clients and prospects, including Claims, Risk Control, and Executive & Professional Liability
Requirements
What you’ll need- Bachelor’s degree, or equivalent experience, in business or related field
- Minimum ten (10) years’ experience in an insurance agency or brokerage environment
- P & C Insurance License or ability to obtain within 90 days
- Completed CPCU, CIC, ARM, and/or AU designation or ability to demonstrate equivalent knowledge and ability
- Experience in agency management systems (plus, not required)
- Advanced Excel Competency (plus, not required)
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