Marsh McLennan Agency · 2 weeks ago
Business Insurance Client Executive
Clearwater, FL
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expMarsh McLennan Agency is an award-winning firm providing business insurance and employee health solutions. They are seeking a Client Executive to manage a high-profile book of complex business and assist in various production activities to meet established goals.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Assist producers in new production activities to meet or exceed production goals as established
Oversee or facilitate Renewal process for existing business to meet or exceed goals as established
Design Detailed analyses, including but not limited to:
Exposure Analysis
Claims review
Loss Trends
Market Changes
Certificate Audits
Design presentations for prospect/client meetings
Independently conduct meetings with client/carriers, as needed
Accompany producers on Prospect meetings
Meet with producers and account teams to discuss issues and resolve problems
Maintain proper level of communication and build effective relationships with producers, account teams and carrier partners
Gather client information for renewals and new business to begin the remarketing/marketing process
Develop and expand coverage lines to existing accounts
Provide insurance advice pertaining to technical aspects and service support of new and renewal business including maintaining client retention of existing accounts
Maintain a current level of knowledge on forms and coverage changes through bulletins and circulars
Participate in seminars and classes for skill and knowledge development
Keep abreast of industry trends and insurance marketplace changes to help maintain competitive status for the agency within the industry
Key Liaison with clients to assess needs and provide solutions
Develop, Maintain and execute proactive service plan for each client
Review Prospects polices/insurance program and provide feedback
Provide Quality Consultation services and serve as a resource to producers, Account Managers and Clients
Qualification
Required
Currently Florida 2-20 License
Excellent presentation, written, communication and customer service skills
Excellent leadership skills
Travel required
College degree desirable; or equivalent combination of education and 10 years related experience
Strong technical insurance knowledge and background
Strong communication and negotiation skills under stressful situations
Working knowledge of Sagitta Agency Management/ImageRight Document Management System, or willingness to learn
Preferred
Previous Managerial or Team-Lead experience a plus
Benefits
Generous time off, including personal and volunteering
Health Insurance
401k
Professional development opportunities
Hybrid work
Six week paid parental leave for the birth or adoption of a child
Charitable contribution match programs
Stock purchase opportunities
Company
Marsh McLennan Agency
Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Ben Newman
Chief Financial Officer
Michael Harris
COO
Recent News
Business Wire
2026-02-02
2026-01-23
2025-12-09
Company data provided by crunchbase