Client Executive - Business Insurance National Accounts
Marsh McLennan Agency · Minneapolis, MN · 1 mo ago
Hybrid$65k–$120k/yrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real content.
We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Also remove social media links? Those are probably part of boilerplate; we should remove them. Also remove "Learn more about a career at MMA, check out our website or flip through our recruiting brochure . Follow us on social media..." That's boilerplate.
We need to preserve substantive info: description of role, responsibilities, requirements, qualifications, skills, benefits, pay.
Let's parse the posting.
First paragraph: "Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 10,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Client Executive at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 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)."
That's about the company, could be "About the role" or maybe "About the company". The instruction says use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can put company overview under "About the role". Probably appropriate.
Next: "A day in the life. As our Client Executive on the National Accounts team, you’ll work directly with the Client Director & Client Specialist. You are responsible for servicing and retaining an existing commercial book of business. This includes the ability to manage workload by processing daily servicing tasks along with delegating tasks to team members. Responsible for supporting the marketing/placement of new and renewal commercial accounts with specific teams. Demonstrating team leadership."
That's responsibilities.
Next: "Our future colleague. We’d love to meet you if your professional track record includes these skills: High school diploma or equivalent is required3+ years of experienceKnowledge of commercial insurance industry (carrier, agency) laws, products, coverages and markets is essential.Review insurance policy documents to identify coverage placements, analyze policy forms and endorsements, and interpret key policy language to support accurate client service and risk assessment.Knowledge of insurance company working relationships, binding authority, procedures and underwriting guidelines.Excellent communication skills to effectively service customers.Ability to proactively manage book of business and to develop relationships to retain accounts. Ability to evaluate the clients’ needs and negotiate with underwritersBe a self-starter; problem solver with good time management skills and the ability to be organized and meet deadlines. Property and Casualty license required."
These are requirements/qualifications/skills. We need to separate maybe into Requirements (education, experience, license) and Skills (communication, problem solving, etc.) and Qualifications (maybe certifications). But we can combine as needed. The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Skills). So we should create separate sections if content exists.
Let's extract:
- Requirements: "High school diploma or equivalent is required", "3+ years of experience", "Property and Casualty license required". Also maybe "Knowledge of commercial insurance industry (carrier, agency) laws, products, coverages and markets is essential." That could be a qualification/skill.
- Qualifications: "College degree is preferred." "CIC, CRM, ARM or equivalent preferred." Those are additional qualifications.
- Skills: "Review insurance policy documents to identify coverage placements, analyze policy forms and endorsements, and interpret key policy language to support accurate client service and risk assessment." "Knowledge of insurance company working relationships, binding authority, procedures and underwriting guidelines." "Excellent communication skills to effectively service customers." "Ability to proactively manage book of business and to develop relationships to retain accounts." "Ability to evaluate the clients’ needs and negotiate with underwriters." "Be a self-starter; problem solver with good time management skills and the ability to be organized and meet deadlines."
We could also include "Demonstrating team leadership" as responsibility.
Now Benefits: "Valuable Benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Generous time off, including personal and volunteeringTuition reimbursement and professional development opportunitiesHybrid workCharitable contribution match programsStock purchase opportunities"
We need to format as list.
Pay: "The applicable base salary range for this role is $64,700 to $120,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs."
Schedule: Not explicitly mentioned. There's hybrid work mentioned under benefits. No explicit schedule (e.g., full-time, part-time). So we should not create Schedule section if no specific content.
We must not create sections with filler like "not specified". So omit Schedule.
Now we need to output HTML fragment only, no /, no markdown fences.
We'll produce something like:
About the role
... company overview ...
Responsibilities
- ... each responsibility ...
Requirements
- ... each requirement ...
Qualifications
- ... each preferred qualification ...
Skills
- ... each skill ...
Benefits
- ... each benefit ...
Pay
... salary range and details ...
We need to ensure we preserve all substantive information, not invent or summarize away detail. Must not repeat job title as heading. Must not include Job ID/requisition numbers. We need to remove duplicated lines. Let's extract each piece precisely. Company overview paragraph: "Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 10,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Client Executive at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 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)." We could keep that as is. Responsibilities: Sentences: - "As our Client Executive on the National Accounts team, you’ll work directly with the Client Director & Client Specialist." - "You are responsible for servicing and retaining an existing commercial book of business." - "This includes the ability to manage workload by processing daily servicing tasks along with delegating tasks to team members." - "Responsible for supporting the marketing/placement of new and renewal commercial accounts with specific teams." - "Demonstrating team leadership." We could combine some but keep as list items. Requirements: Let's list: - "High school diploma or equivalent is required" - "3+ years of experience" - "Property and Casualty license required" Also maybe "Knowledge of commercial insurance industry (carrier, agency) laws, products, coverages and markets is essential." That is more a qualification/skill but could be requirement. However we have separate Qualifications and Skills sections. Let's treat that as a Qualification (knowledge). But we also have "College degree is preferred." and "CIC, CRM, ARM or equivalent preferred." as Qualifications. We need to avoid duplication. Let's decide: Requirements (mandatory): - High school diploma or equivalent - 3+ years of experience - Property and Casualty license required Qualifications (preferred): - College degree preferred - CIC, CRM, ARM or equivalent preferred - Knowledge of commercial insurance industry (carrier, agency) laws, products, coverages and markets is essential (maybe treat as qualification) - Knowledge of insurance company working relationships, binding authority, procedures and underwriting guidelines (maybe skill) But we have many. Better to follow the posting: after "Our future colleague. We’d love to meet you if your professional track record includes these skills:" then list items. Those are a mix of requirements and skills. Then later: "These additional qualifications are a plus, but not required to apply: College degree is preferred.CIC, CRM, ARM or equivalent preferred." Thus we can treat the first block as Requirements/Skills combined. But we need to separate into sections as per instruction. Let's parse: First block after "Our future colleague. We’d love to meet you if your professional track record includes these skills:" includes: - High school diploma or equivalent is required - 3+ years of experience - Knowledge of commercial insurance industry (carrier, agency) laws, products, coverages and markets is essential. - Review insurance policy documents to identify coverage placements, analyze policy forms and endorsements, and interpret key policy language to support accurate client service and risk assessment. - Knowledge of insurance company working relationships, binding authority, procedures and underwriting guidelines. - Excellent communication skills to effectively service customers. - Ability to proactively manage book of business and to develop relationships to retain accounts. - Ability to evaluate the clients’ needs and negotiate with underwriters - Be a self-starter; problem solver with good time management skills and the ability to be organized and meet deadlines. - Property and Casualty license required. Thus many of those are skills/knowledge. The only explicit requirements are HS diploma, 3+ years, Property and Casualty license. The rest are skills/knowledge. Thus we can put: Requirements: - High school diploma or equivalent - 3+ years of experience - Property and Casualty license required Skills: - Knowledge of commercial insurance industry (carrier, agency) laws, products, coverages and markets is essential. - Review insurance policy documents to identify coverage placements, analyze policy forms and endorsements, and interpret key policy language to support accurate client service and risk assessment. - Knowledge of insurance company working relationships, binding authority, procedures and underwriting guidelines. - Excellent communication skills to effectively service customers. - Ability to proactively manage book of business and to develop relationships to retain accounts. - Ability to evaluate the clients’ needs and negotiate with underwriters. - Be a self-starter; problem solver with good time management skills and the ability to be organized and meet deadlines. Qualifications (preferred): - College degree is preferred. - CIC, CRM, ARM or equivalent preferred. Now Benefits list: "Generous time off, including personal and volunteeringTuition reimbursement and professional development opportunitiesHybrid workCharitable contribution match programsStock purchase opportunities" Note there is missing spacing: "Generous time off, including personal and volunteeringTuition reimbursement..." Should split: "Generous time off, including personal and volunteering", "Tuition reimbursement and professional