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Client Service Executive

Client Service Executive

Marsh McLennanAnchorage, AK, US
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Client Executive Service

Department : Business Insurance Status : Exempt Reports To : Principal And Director, Business Insurance Division

Summary : 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.
  • 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.
  • Manage all facets of renewal process.
  • Act as a leader for the service team members.
  • Establish and consistently maintain effective and positive working relationships with Associates and clients.

Education And / Or Experience :

  • Bachelor's degree plus 3 or more years of daily World Class Client service experience is required; or, a minimum of 6 years industry experience showing increasing responsibility directly related to the performance of the above duties including 3 or more years of daily World Class Client service.
  • Maintain a valid Alaska license.
  • Achieve and maintain advanced insurance designations applicable to the above duties such as CPCU or CIC designations.
  • Excellent understanding of insurance terminology, trends and factor influencing the industry, and the various lines of Business Insurance insurance.
  • Proficiency with MS Office Software (Word, Excel, Outlook).
  • Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content.

    • Work Environment & Physical Demands :

  • Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
  • Work is performed in a typical interior / office work environment.
  • Travel to client sites will be required. Usually travel is within driving distance, but may occasionally consist of a 1 to 2 night stay.
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    Client Executive • Anchorage, AK, US