Business Insurance Account Executive

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).

We are looking for a Business Insurance Account Executive who supports Producers and, where applicable, Marketing Account Executives by providing high-level expertise, technical detail, and client service to clients and account teams. This role requires deep knowledge of coverages, carrier guidelines, underwriting, and legislative changes, along with the ability to exercise independent judgment in analyzing client needs and recommending coverage solutions.

A day in the life.

• Build and maintain key client and carrier relationships by phone, email, and in person.
• Develop and execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.
• Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.
• Continually seek cross-sell opportunities and suggest new lines of coverage.
• Work with Producer and/or Marketing Account Executive, if applicable, to monitor and manage the renewal process for assigned clients. Coordinate meetings with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
• Lead the marketing of accounts as requested by Producer and/or Marketing Account Executive. Prepare marketing information for Producer or client as appropriate and provide required information to Marketing Account Executive where applicable. Present options to the client as appropriate.
• Complete the implementation process and prepare and deliver all applicable forms to client in conjunction with other service team members as appropriate.
• Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.
• Assist assigned clients and staff with service questions related to administration, billing, claims issues, and problem solving.
• Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up dates, and daily manage follow-up. Also, understand how to use the system to acquire information to assist clients.
• Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
• Mentor team members.

Our future colleague:

• Bachelor's degree or equivalent education and related training.
• Five years of relevant insurance industry experience.
• Appropriate insurance license(s) required.
• Strong client relations skills to build and maintain positive business relationships with clients and market contacts, including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems.
• Ability to utilize leadership skills by providing direction, constructive feedback, development, and training while additionally being able to motivate others to maximize productivity and team morale.
• Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite.
• Ability to travel, occasionally overnight.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.  

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Health Insurance
• 401k
• Professional development opportunities
• Hybrid work
• Six week paid parental leave for the birth or adoption of a child
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

• https://www.instagram.com/lifeatmma/
• https://www.facebook.com/LifeatMMA
• https://www.linkedin.com/company/marsh-mclennan-agency/

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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