Full-Time

Client Executive

Posted on 11/22/2025

Marsh & McLennan

Marsh & McLennan

No salary listed

Company Does Not Provide H1B Sponsorship

Atlanta, GA, USA

In Person

Must reside within driving distance to Atlanta, GA and commute to office five days a week.

Category
Sales & Account Management
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Bachelor's Degree or Equivalent Work Experience Required
  • 7-10 Years prior experience
  • Property Casualty Resident’s License Required
  • Annual Continuing Education (CE) Requirement
  • Complex / loss sensitive experience required
  • Large, multi-layer & complex risks
  • Manages a book of business; a portion is independently managed by the Client Executive, and a portion includes Sales collaboration
  • Advanced application of prioritization & organizational skills
  • Advanced project management including delegation
  • Advanced carrier relationships
  • Knowledge of Microsoft Office products (Excel, PowerPoint, Word, Outlook)
  • Up to date with current trends, regulations, etc.
Responsibilities
  • Provide guidance, direction and support to account team as needed for data entry into Agency Management System
  • Tactful demonstration to carrier partners of the timing, art and understanding of the underwriter mindset in order to obtain the most desirable outcome for client. Rate and coverage negotiation for renewal and competitive quotes prior to presenting to Producer
  • Drives strategy and ownership of client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.)
  • Builds client relationships at all levels (HR, Finance, Decision-makers and C-Suite)
  • Informs account team of any significant changes relating to the client. Understands and adapts to style of client to best suit their needs
  • Coordinates with Client Team to review tasks, status of deliverables, provide guidance on upcoming projects
  • Strategize on project details and give direction to the Client Team on needed tasks and sets / monitors deadlines
  • Prepares or coordinates preparation of deliverables for all client meetings throughout the year, including scheduling meetings, working within the parameters of the client’s expectations on timing and deliverables
  • Drives coordination of assignments with Producer feedback; Attends and presents deliverables to the client with the Producer
  • Provides New Business and Renewal Support based on the following tasks: Triages qualification of opportunity and team setup; Strategy Meeting; Program Design; Coordinate Preparation of RFP with Internal Resources; Develop Service Plan; Presentation to Prospect; Renewal Strategy Meetings (Internal and External); Renewal Exposure Analysis; Sends Submission to Market; Performs Non-Admitted Carrier Due Diligence; Performs Premium, Rate and Coverage Comparisons; Finalizes Proposal and Presentation to client/prospect; Submits Bind Order to Carrier; Performs Premium Allocations
  • Provides General Service Support based on the following tasks: Assists in coordination of Carrier Loss Control Recommendation Compliance; Provides complex Contract Review; Stewardship Review and Preparation
Desired Qualifications
  • Advanced Degree (RMIN, Finance, Accounting) experience a plus
  • Advanced Designation Preferred (CIC, ARM, CRM, CPCU, AIDA)
  • Emotional Intelligence, Strategic Thinking, Forward Thinking, Team leadership in conjunction with Producer
  • In-depth understanding of program design: Guaranteed Cost, Loss Sensitive, Captive/Self-Funded Programs, Layered/Quota Share
  • Extensive knowledge of products/lines and marketing techniques
  • Knowledge of how products are utilized and administered
  • Expert use of tools & resources to include Microsoft Office Products (Excel, PowerPoint, Word, Outlook)

Company Size

N/A

Company Stage

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Total Funding

N/A

Headquarters

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Founded

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INACTIVE