Client Executive – Commercial Lines
| Company | Marsh & McLennan |
|---|---|
| Location | Scottsdale, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- 5 – 7 years in commercial lines insurance
- P&C License, required
- Exceptional customer service and interpersonal skills, required
- Strong analytical aptitude and commitment to accuracy
- Proficiency in Microsoft Office 365, required
Responsibilities
- Responsible for the oversight and coordination of new business exposure analysis; coverage program design and marketing submission; workflows leading to bound coverage; and implementation of service plan elements for select new business opportunities
- Proactively working renewals by contacting the client 120 days out; completing account checklists; gathering updated information; revising program design as appropriate; and preparing complete renewal specifications for marketing.
- Maintaining contact and collaborate with internal (Sales Executives, Account Managers, Department Heads, Marketing personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties
- Main point of contact for select clients – review current coverages and/or contractual requirements and provide guidance on appropriate changes; coordinate/provide claims reviews; inform/educate client on exclusions and exposures, and perform contract reviews and advise clients on insurance and indemnification
- Relationship building with the client and the appropriate client team members
- Prescribing , planning , and implementing appropriate risk management services for assigned accounts
- Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business
- Planning, preparing and implementing stewardship meetings, where applicable
- Process, delegate and/or oversee audits, proposals and policy checking
- Conduct all business in accordance with established policies and procedures
- Regularly attends client meetings on or off site
- Other duties as assigned
Preferred Qualifications
- Some college, a plus, not required