2019 client service executive jobs found

Company: Description: Company: Marsh McLennan Agency Description: Summary Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers.  Essential Duties & Responsibilities Oversee ongoing client service activities. Meet with the client throughout the year to ensure a high level of service and that client expectations are met. Responsible for meeting business retention goals. Participate in development of new business with existing clients by rounding out programs with additional and/or increased lines of coverage. Develop strong business relationships and client trust. Ensure client compliance with annual Form 5500 filing procedures as applicable. Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and...

Company: Marsh McLennan Agency Description: Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers.  Essential Duties & Responsibilities Oversee ongoing client service activities. Meet with the client throughout the year to ensure a high level of service and that client expectations are being met. Responsible for meeting business retention goals. Participate in development of new business with existing clients by rounding out programs with additional and/or increased lines of coverage. Develop strong business relationships and client trust. Ensure client compliance with annual Form 5500 filing procedures as applicable. Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and...

Company: Description: Client Service Executive Description: Department:    Business Insurance Summary Assume responsibility for 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...

Company: 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...

Company: Marsh & McLennan Agency Description: SUMMARY The Client Service Executive is responsible for retention and expansion of assigned book of business and participating in the procurement of new business. This position also acts as an industry expert resource and thought leader for associates across the Employee Health & Benefits Division. ESSENTIAL DUTIES & RESPONSIBILITIES Oversee ongoing client service and business development activities. Provide thought leadership, strategic analysis and consulting expertise for client’s total rewards program. Work on complex client initiatives and provide innovative and effective solutions. Drive client changes by recommending improvements based on changing employee benefit legislation, suggesting strategies to address client concerns, and providing resolutions if discrepancies, errors or inconsistencies are contained within the information. Independently maintain a minimum of $1.5M – 2M+ book of business...

Company: Marsh & McLennan Agency Description: Summary Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers.  Essential Duties & Responsibilities Oversee ongoing client service activities. Meet with the client throughout the year to ensure a high level of service and that client expectations are being met. Responsible for meeting business retention goals. Participate in development of new business with existing clients by rounding out programs with additional and/or increased lines of coverage. Develop strong business relationships and client trust. Ensure client compliance with annual Form 5500 filing procedures as applicable. Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and...

Company: Marsh & McLennan Agency Description: DEPARTMENT: BUSINESS INSURANCE 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. 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...

Company: Marsh McLennan Agency Description: 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 11,000 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 an Executive Liability and Cyber Vice President Client Services at Marsh McLennan Agency (MMA). 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 McLennan (NYSE: MMC). A day in the life. As a Vice President Client Services you will: Supports producers in...

Company: Marsh McLennan Agency Description: JOB TITLE: Private Client Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: DOCUMENTATION Process documents necessary to maintain the Client Insurance Program, utilizing agency management system.  These duties include but are not limited to:       Act as the primary contact with the Producer and/or Client. New Business placement and cross selling is conducted as needed to maintain client’s insurance program. Initiate correspondence with the marketplace. Function as the primary contact with all companies to ensure proper processing of all requests necessary to effectively maintain the client’s insurance program. Maintain positive client relationships and have the ability to analyze situations, make proactive decisions and follow through. Prepare and obtain pre renewal updates for all clients. Create Acord applications, including Supplementals, as needed, for submissions to...

Company: Marsh McLennan Agency Description: Account Executive, Yacht Practice 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 an Account Executive, Yacht Practice 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 180 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 McLennan (NYSE: MMC). A day in the life. This is a hybrid (2 days a week) position, based out...

Company: Description: 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 9,000 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 Senior Private Client Advisor at MMA Private Client Services – National.   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 McLennan (NYSE: MMC).      A day in the life.   Private Client Services – National is part of a broader Marsh McLennan Agency platform...

Company: Description: Department:   Business Insurance – Bay Area Summary Under minimal supervision, the Client Manager will handle accounts under $20,000 of income.  This includes designing the insurance program, marketing the account to insurance carriers, proposing renewal terms to clients and interacting with clients on their day to day service needs. Essential Duties & Responsibilities FOR BUSINESS UNDER $20K of INCOME Managing renewals and new business. Acts as the initial point of contact for clients, carriers and other members of the service team on account under $20,000 of income. Solicits and follows up for renewal information from the client. Designs, markets and negotiates client renewals and new business with the insurance carriers. Prepares proposal and attends client meetings to discuss the renewal proposal. Binds insurance terms as directed by the client. Transmits binders to the client in a timely manner. Provides...

Company: Description: Under direct supervision of the Client Service Executive, provide administrative and project support to client service teams. This position will work with a variety of associates within a Practice Group, and at other times will work independently on assignments. This position prepares individuals for promotion to the Benefit Analyst position. ESSENTIAL DUTIES & RESPONSIBILITIES Assist client service teams with the insurance bidding and renewal process. Review census data, plan design, rate information, experience data, and related materials to ensure that necessary and accurate information is submitted to renew / continue the policy. Work with carrier representatives to resolve discrepancies regarding missing or inaccurate information on the submissions and communicate the status of submissions to client service team members to ensure marketing submissions are processed a timely manner....

Company: Description: Company: Marsh McLennan Agency Description: Summary Under minimal supervision, the Client Manager will handle accounts. This includes designing the insurance program, marketing the account to insurance carriers, proposing renewal terms to clients and interacting with clients on their day to day service needs. Essential Duties & Responsibilities Managing renewals and new business. Acts as the initial point of contact for clients, carriers and other members of the service team on account under $20,000 of income. Solicits and follows up for renewal information from the client. Designs, markets and negotiates client renewals and new business with the insurance carriers. Prepares proposal and attends client meetings to discuss the renewal proposal. Binds insurance terms as directed by the client. Transmits binders to the client in a timely manner. Provides the client with day to day service Consult with clients on...

Company: Description: EH&B Operations Coordinator Under direct supervision of the Client Service Executive, provide administrative and project support to client service teams. This position will work with a variety of associates within a Practice Group, and at other times will work independently on assignments. This position prepares individuals for promotion to the Benefit Analyst position. Essential Duties & Responsibilities   Assist client service teams with the insurance bidding and renewal process. Review census data, plan design, rate information, experience data, and related materials to ensure that necessary and accurate information is submitted to renew / continue the policy. Work with carrier representatives to resolve discrepancies regarding missing or inaccurate information on the submissions and communicate the status of submissions to client service team members to ensure marketing submissions are processed a timely manner....

Company: Description: Description: Summary Under minimal supervision, the Client Manager will handle accounts. This includes designing the insurance program, marketing the account to insurance carriers, proposing renewal terms to clients and interacting with clients on their day to day service needs. Essential Duties & Responsibilities Managing renewals and new business. Acts as the initial point of contact for clients, carriers and other members of the service team on account under $20,000 of income. Solicits and follows up for renewal information from the client. Designs, markets and negotiates client renewals and new business with the insurance carriers. Prepares proposal and attends client meetings to discuss the renewal proposal. Binds insurance terms as directed by the client. Transmits binders to the client in a timely manner. Provides the client with day to day service Consult with clients on day-to-day inquiries about their insurance...

Company: Marsh & McLennan Agency Description: SUMMARY Under direct supervision of the Client Service Executive, provide administrative and project support to client service teams. This position will work with a variety of associates within a Practice Group, and at other times will work independently on assignments. This position prepares individuals for promotion to the Benefit Analyst position. ESSENTIAL DUTIES & RESPONSIBILITIES Assist client service teams with the insurance bidding and renewal process. Review census data, plan design, rate information, experience data, and related materials to ensure that necessary and accurate information is submitted to renew / continue the policy. Work with carrier representatives to resolve discrepancies regarding missing or inaccurate information on the submissions and communicate the status of submissions to client service team members to ensure marketing...

Company: Marsh & McLennan Agency Description: Department:   Business Insurance – Bay Area Summary Under minimal supervision, the Client Manager will handle accounts under $20,000 of income.  This includes designing the insurance program, marketing the account to insurance carriers, proposing renewal terms to clients and interacting with clients on their day to day service needs. Essential Duties & Responsibilities FOR BUSINESS UNDER $20K of INCOME Managing renewals and new business. Acts as the initial point of contact for clients, carriers and other members of the service team on account under $20,000 of income. Solicits and follows up for renewal information from the client. Designs, markets and negotiates client renewals and new business with the insurance carriers. Prepares proposal and attends client meetings to discuss the renewal proposal. Binds insurance terms as directed by the client. Transmits binders to the client in a...

Company: Description: SUMMARY Under direct supervision of the Client Service Executive, provide administrative and project support to client service teams. This position will work with a variety of associates within a Practice Group, and at other times will work independently on assignments. This position prepares individuals for promotion to the Benefit Analyst position. ESSENTIAL DUTIES & RESPONSIBILITIES Assist client service teams with the insurance bidding and renewal process. Review census data, plan design, rate information, experience data, and related materials to ensure that necessary and accurate information is submitted to renew / continue the policy. Work with carrier representatives to resolve discrepancies regarding missing or inaccurate information on the submissions and communicate the status of submissions to client service team members to ensure marketing submissions are processed a timely manner. Using approved templates, prepare and...

Company: Description: Department:   Business Insurance – Bay Area Summary Under minimal supervision, the Client Manager will handle accounts under $20,000 of income.  This includes designing the insurance program, marketing the account to insurance carriers, proposing renewal terms to clients and interacting with clients on their day to day service needs. Essential Duties & Responsibilities FOR BUSINESS UNDER $20K of INCOME Managing renewals and new business. Acts as the initial point of contact for clients, carriers and other members of the service team on account under $20,000 of income. Solicits and follows up for renewal information from the client. Designs, markets and negotiates client renewals and new business with the insurance carriers. Prepares proposal and attends client meetings to discuss the renewal proposal. Binds insurance terms as directed by the client. Transmits binders to the client in a timely manner. Provides...