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Senior Client Executive, Business Insurance P&C
Marsh McLennan. Maintain and expand client relationships within an assigned book of accounts .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships and providing comprehensive insurance services, including risk management and coverage analysis. Proficient in negotiating with carriers and preparing proposals while maintaining an active Property & Casualty license.
Highest-signal resume keywords
Active Property & Casualty License10+ Years Commercial Lines Insurance ExperienceClient Relationship ManagementAnalytical and Problem-Solving SkillsMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Coverage AnalysisRisk Management RecommendationsPolicy ChangesRenewal Process ManagementUpselling and Cross SellingProposal PreparationBilling Issue ResolutionExposure ComparisonsPremium ComparisonsClient Meeting Facilitation
Soft Skills
Effective Communication SkillsRelationship Building SkillsProblem-Solving Skills
Tools & Technologies
Agency Management SystemsWeb Browser Software
Certifications & Qualifications
Active Property & Casualty License
Industry Keywords
Commercial Lines InsuranceBrokerage EnvironmentClient Life CycleInsurance KnowledgeRegulations Compliance
About the role
Key responsibilities & impact- Maintain and expand client relationships within an assigned book of accounts
- Provide professional insurance services in coordination with Producers, Underwriters, Service Team members, and other departments
- Provide coverage analysis and risk management recommendations
- Complete applications and prepare submissions
- Negotiate coverage and pricing with carriers
- Prepare proposals according to agency standards
- Resolve billing issues and make policy changes
- Respond to policy coverage questions promptly and professionally
- Prepare exposure comparisons, premium comparisons, renewal reviews, and renewal proposals
- Participate in continuing education to maintain a P&C license, stay current with regulations, and enhance insurance knowledge
Requirements
What you’ll need- Active Property & Casualty license
- 10+ years relevant commercial lines insurance experience, with at least 3 years in a brokerage environment
- Experience managing assigned accounts through the client life cycle, including the renewal process
- Demonstrated ability to expand services at each renewal through upselling and cross selling
- Effective oral and written communication and relationship building skills
- Demonstrated ability to converse with all levels of internal colleagues and external clients and vendors
- Strong analytical and problem-solving skills, managing escalated client issues
- Significant experience facilitating client meetings and presentations
- High proficiency with Microsoft Word, Excel, PowerPoint, agency management systems, and web browser software
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
- Health and welfare benefits
- 401K savings and other retirement programs
- Employee assistance programs
- Performance-based incentives may be available