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Client Executive

A global leader in insurance broking and risk management is currently looking for a Client Executive to join their Chicago team.

General Summary

Are you a go-getter? Do you thrive in an environment that offers you the opportunity to manage a profitable book of business and work directly with clients? Is acquiring new business and maintaining high customer satisfaction empowering to you? If so, this position will put you in the driver’s seat, partnering with various business practices to provide superior client service, retention, and growth strategies and overall expansion and development of the business. This Client Executive role allows you to fully engage clients to manage the expansion and preservation of new and existing accounts.

In this role, you will

  • Build and maintain effective and sustainable relationships with clients on an enterprise-wide basis
  • Identify risk management needs with key decision makers of clients or prospects to advise on the proper services, products, or combinations that will best serve and address the issues and objectives of those who look to us for advice
  • Drive institutional relationships with clients through a collaborative process across practices, geographies, and subsidiary Companies
  • Understand the business objectives of clients and lead the development of custom solutions to address those needs
  • Effectively present risk management solutions to clients and prospects and negotiate compensation, ensuring that the full scope of services is priced appropriately
  • Discuss expectations and performance with clients through a client satisfaction/loyalty survey and monitor overall client satisfaction and adherence to Client Service Agreements
  • Develop strategic business plans for a portfolio of clients and prospects to meet specific retention and sales goals
  • Facilitate communication between the client and service team members locally, nationally and/or globally while overseeing the quality of deliverables and enforcing critical deadlines
  • Document the scope of service levels and compensation in a Client Service Agreement and take the lead in pricing of services, including Marsh network services/capabilities, managing POS, and qualitative review of values and hours
  • Present renewal proposals to existing clients and proposal responses for prospective clients
  • Review quote statuses with client and determine final negotiating points within the National Brokerage group
  • Reconfirm renewal strategy with team, based on client dialog
  • Maintain status of at-risk and lost accounts and execute client retention strategies
  • Function as a visible leader within a given industry and actively participate in industry associations, organizations, boards and charities, as appropriate
  • Understand and comply with the Company's Compliance and Transparency Standards

Requirements

  • 10+ years of Insurance and/or Brokerage experience, preferably in the commercial space
  • Experience handling a large or complex book of business
  • Client-facing interaction
  • 10% to 20% national travel
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