JobMesh

Client Executive - Commercial Insurance

Marsh McLennan · San Diego, California, US

Company: Marsh McLennan Agency Description: Assume responsibility for World Class Client accounts and other accounts as assigned.

Job description

Company: Marsh McLennan Agency Description: Assume responsibility for World Class Client accounts and other accounts as assigned. Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs. Essential Duties & Responsibilities: - Oversee ongoing account service activities. - Prepare monthly production and activity reports. - Manage/collect receivables in conjunction with Client Sales Executive. - Meet regularly with Client Sales Executive to update, advise and inform. - Coordinate activities on accounts. - Review and deliver summary, proposals and policies. - Lead, present and participate in meetings with clients. - Maintain current Insurance Summaries on all accounts. - Update COW’s annually on all accounts. - Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings, etc.) - Participate in new business development and proposals with Client Sales Executive. - Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage. - Coordinate coverage plac...