Business Insurance Client Executive

About the role

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).

Applicants must be within driving distance to our Columbus, GA office and have the ability to commute to the office a minimum of five days per week.

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
• Drive strategy and ownership of client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.)
• Build client relationships at all levels (HR, Finance, Decision-makers and C-Suite)
• Inform account team of any significant changes relating to the client
• Understand and adapt to style of client to best suit their needs
• Coordinate 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 set/monitor deadlines
• Prepare or coordinate 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
• Drive coordination of assignments with Producer feedback
• Together with Producer, attend and present deliverables to the client
• Advanced understanding of available tools (Reference Connect, Playbook, MMA U)
• Oversight for the delivery of other resources where applicable: Subject Matter Experts (Loss Control, Communications, Claims, etc.)
• Provide client insight as needed to make these areas more effective & tailored to the client’s strategic direction
• Serve as an internal resource for team to rely on for questions related to carriers, clients for solutions
• Provide New Business and Renewal Support:
  • Assist Producer in New Business Production to include:
    • Triage (qualification of opportunity and team set up)
    • 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
  • Send Submission to Market
  • Perform Non-Admitted Carrier Due Diligence
  • Perform Premium, Rate and Coverage Comparisons
  • Finalize Proposal and Presentation to client/prospect
  • Submit Bind Order to Carrier
  • Perform Premium Allocations
• Provide General Service Support:
  • Assist in coordination of Carrier Loss Control Recommendation Compliance
  • Provide complex Contract Review
  • Stewardship Review and Preparation

Requirements

• 7-10 years prior experience
• Bachelor's Degree or Equivalent Work Experience Required
• Advanced Degree (RMIN, Finance, Accounting) experience a plus
• Advanced Designation Preferred (CIC, ARM, CRM, CPCU, AIDA)
• 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
• Networks with Sales Directors, Sales Executives and Centers of Influence
• Extensive knowledge of products/lines and marketing techniques
• Extensive knowledge of how products are utilized and administered
• In-depth understanding of program design: Guaranteed Cost, Loss Sensitive, Captive/Self-Funded Programs, Layered/Quota Share
• Up to date with current trends, regulations, etc.
• Expert use of tools & resources to include Microsoft Office Products (Excel, PowerPoint, Word, Outlook)
• Exemplify MMA Core Values: Collaboration, Passion, Innovation, Accountability
• Property Casualty License Required
• Annual CE Requirement

Benefits

• Medical, dental and vision insurance
• 401K and company match program
• Company-paid life and disability
• Generous paid time off programs
• Employee assistance program (EAP)
• Volunteer paid time off (VTO)
• Career mobility
• Employee networking groups
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities