Client Executive

Company:

Description:

Transportation Client Executive

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Executive at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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: MMC).

A day in the life.

As our Client Executive on the Transportation team, you will

• Demonstrate successful mastery of all aspects of the Client Manager role as listed below:

• Provide excellent customer service, which includes client visits, plan design, inquiry response, education and other client needs.
• Remarket with assistance of placement personnel, contact clients, and renew policies by Agency standards.
• Prepare proposals and applications, submit them to insureds and carriers, obtain clients’ signatures of apps, and follow-up to ensure timely response.
• Provide technical support to Producers (coverage analysis, with proposals, etc.).
• Maintain agency management system accurately and consistently, process incoming mail requests accurately and promptly.
• Explain audit procedures to clients and review with company and customer.
• Use Agency credit and collection procedures to ensure Agency maintains current A/R without bad debt.
• Handle cancellations with care, legally saving all accounts possible with adherence to E & O guidelines.
• Take first reports of loss from insured & report to company. 
• Assist or complete other tasks as directed by Agency management.
• Adhere to Agency service standards at all times.
• Demonstrate flexibility with regards to work hours; willing to work early and/or late as necessary to successfully meet all deadlines.

• Maintain high degree of technical, insurance, and risk management knowledge through research and attendance in industry seminars and continuing education efforts.
• Secure Producer’s support of the Client Executive’s ability to perform client visits unassisted.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• Reading, writing, mathematical skills that would normally be acquired through the acquisition of a high school diploma. Preference will be given to candidates with a Bachelor’s Degree.
• Two years of commercial insurance processing or transportation industry experience preferred.
• Must possess or have the ability to acquire applicable resident and nonresident agency/broker license and comply with continuing education requirements.
• Working knowledge of a wide array of insurance coverage, policy terms, and conditions including worker’s compensation, general and automobile liability, marine, cargo, and property.
• The ability to process detailed records in a timely and accurate fashion, according to established procedure.
• Must be able to communicate effectively with clients and others by telephone and in person.
• Must be able to concentrate for extended periods of time.
• Strong computer skills and proficiency in PC applications including Microsoft Office Word, Excel, and Outlook. Epic system knowledge is a plus, but is not required.
• Strong aptitude for flexibility and multi-tasking with the ability to perform under pressure in a fast paced environment.
• Good judgment and discretion are necessary to maintain confidence and make sound decisions.
• The ability to work closely with others and to contribute actively to the work group and with the organization productively and positively is required.
• Overnight travel required on an as-needed basis and on short notice.

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.

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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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