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Client Executive – Commercial Lines

July 9, 2025July 9, 2025

Client Executive – Commercial Lines

CompanyMarsh & McLennan
LocationScottsdale, AZ, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelSenior

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


TaggedCustomer SuccessFinance & Operations & StrategyMarsh & McLennanSales & Account ManagementSenior

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