Business Insurance Client Executive
No salary listed
Senior, Expert
Bachelor's, Master's
Columbus, GA, USA
In PersonMust commute to the Columbus office at least five days per week.
InsuranceInsurance Sales & Agency
Company Does Not Provide H1B Sponsorship
About the job
Requirements
- Seven to ten years of prior experience.
- A bachelor's degree or equivalent work experience is required.
- Advanced degree experience in RMIN, Finance, or Accounting is a plus.
- An advanced designation such as CIC, ARM, CRM, CPCU, or AIDA is preferred.
- Property and casualty license is required.
- Annual continuing education is required.
- Advanced prioritization and organizational skills are required.
- Advanced project management skills, including delegation, are required.
- Advanced carrier relationships are required.
- Extensive knowledge of products, lines, marketing techniques, and how products are utilized and administered is required.
- In-depth understanding of program design, including guaranteed cost, loss-sensitive, captive/self-funded programs, and layered/quota share programs, is required.
- Current knowledge of industry trends and regulations is required.
- Expert use of Microsoft Office products, including Excel, PowerPoint, Word, and Outlook, is required.
Responsibilities
- Provide guidance and support to the account team for data entry into the agency management system.
- Demonstrate understanding of underwriting considerations to carrier partners to obtain favorable outcomes for clients, and negotiate rates and coverage for renewal and competitive quotes before presenting them to the Producer.
- Drive strategy and ownership of client deliverables and expectations, including proposals, stewardship, meetings, and special projects.
- Build client relationships at all levels, inform the account team of significant client changes, and adapt to client needs and style.
- Coordinate with the Client Team to review tasks and deliverable status, provide guidance on upcoming projects, strategize project details, assign tasks, and monitor deadlines.
- Prepare or coordinate deliverables for client meetings, schedule meetings, coordinate assignments with Producer feedback, and attend and present deliverables to clients with the Producer.
- Use Reference Connect, Playbook, and MMA U; oversee delivery of applicable subject matter expert resources such as loss control, communications, and claims, and provide client insight to tailor those resources to client strategy.
- Manage a book of business, independently handling a portion and collaborating with Sales on another portion.
- Network with Sales Directors, Sales Executives, and Centers of Influence.
- Assist the Producer with new business production, including opportunity triage and team setup, strategy meetings, program design, coordinating proposal preparation with internal resources, developing service plans, and prospect presentations.
- Conduct internal and external renewal strategy meetings and renewal exposure analyses.
- Send submissions to market and perform non-admitted carrier due diligence.
- Perform premium, rate, and coverage comparisons.
- Finalize proposals and presentations for clients or prospects and submit bind orders to carriers.
- Perform premium allocations.
- Assist with coordinating carrier loss control recommendation compliance.
- Conduct complex contract reviews.
- Review and prepare stewardship materials.
Desired Qualifications
- Advanced degree experience in RMIN, Finance, or Accounting.
- An advanced designation such as CIC, ARM, CRM, CPCU, or AIDA.
About the company
Marsh & McLennan Companies, which operates under the Marsh brand, is an insurance broker and consulting group serving businesses, governments and institutions worldwide. Its Marsh Risk unit arranges property, casualty, cyber and employee-benefit coverage, while Guy Carpenter places reinsurance for insurers. Mercer advises employers on pay, benefits, retirement and investments, and Oliver Wyman, Lippincott and NERA handle strategy, brand and economic consulting. Brokers earn commissions and fees from placing coverage, and consultants bill client fees or charge fees based on assets or plan members. The company traces its roots to 1871 and is headquartered in New York City.
Company Size
10,001+
Company Stage
N/A
Total Funding
N/A
Headquarters
New York, NY
Founded
1871
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Simplify's Take
What believers are saying
- Consulting drives growth: Mercer and Oliver Wyman's group grew 8% organically in the June 2026 quarter, versus 3% for broking.
- Profits cushion jobs: Marsh kept about 27 cents of operating profit per sales dollar in 2025, before one-time costs.
- Many career paths under one employer: 95,000+ colleagues span broking, reinsurance, benefits and strategy consulting in 130 countries.
What critics are saying
- Expect cuts: Thrive, announced October 2025, sets aside $500 million, mostly severance and technology, to save $400 million yearly.
- Pricing works against broking: Marsh's index shows commercial rates fell 6% in the June 2026 quarter, an eighth straight drop.
- Back-office roles are being consolidated: a Business and Client Services unit is pooling operations and technology teams company-wide.
What makes Marsh & McLennan unique
- Consulting is a third of the business: Mercer and the Oliver Wyman group earned 36% of 2025 revenue.
- Investment management sets it apart: Mercer is the world's largest outsourced chief investment office, running portfolios for institutions.
- Scale sets it apart: 2025 revenue grew 10% to $27.0 billion across broking, reinsurance and consulting.
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