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Client Executive - Commercial Insurance

US012 Marsh & McLennan Agency LLC · San Diego, California, United States

Location
San Diego
Job Type
Full time
Posted
July 02, 2026

Job Description

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 busines...

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