XLP Account Executive Client Services

Responsibilities

The Account Executive manages Executive, Professional, and Cyber Liability accounts by providing coverage analysis, risk management recommendations, and negotiating pricing. They also oversee carrier partnerships and support producers in developing consultative relationships with clients and prospects.

Requirements

Candidates must have a minimum of 10 years of experience in Executive, Professional, or Privacy Liability products and hold a Property & Casualty license. A bachelor's degree in Business, Finance, or Risk Management is required, with professional credentials like MLIS or RPLU preferred.

Skills

• Account management
• Risk management
• Coverage analysis
• Negotiation
• Marketing
• Consultative relationships
• Client services
• Insurance
• Financial analysis
• Communication
• Emotional intelligence
• Analytical skills
• Microsoft Office
• Project management
• Strategic planning

Benefits

• Generous time off
• Tuition reimbursement
• Professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

About this role

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. 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 make your mark as a XLP Account Executive Client Services at Marsh Agency.
Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what’s possible and guide them during every step of their journey.
A day in the life.
As our Account Executive - Client Services on the Executive & Professional Liability Practice (XLP) team, which provides sales support, account marketing and related client support services ensuring the needs of Executive, Professional & Cyber Liability clients are successfully achieved. Serving in a direct client facing role, the Client Service Executive handles and manages accounts, at a high level of proficiency, on an ongoing basis, performing essential functions such as coverage analysis and risk management recommendations, negotiating coverage and pricing, and preparing proposals according to agency standards and workflows; assuring correct information to achieve the quality and service standards developed by the agency.
Additionally, the Client Service Executive will manage and oversee carrier partnership(s), initiative, or programs. Responsibilities include long term oversight, continued negotiation of terms and conditions as well as regional and national communications specific to such project.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:

Supports producers in regard to Executive, Professional and Cyber Liability insurance coverages by developing initial and on-going business and consultative relationships with clients, prospective clients and carriers.
Markets and negotiates new and renewal accounts. Oversees the marketing process, renewal and new business process for Executive, Professional and Cyber Liability for publicly traded, private and non-profit insureds. In a wide range of industries, including but not limited to: Financial Institutions, Technology, Healthcare, Professional Services, Education, Manufacturing, Real Estate and Hospitality.
Working with Producer/Account Manager to develop a marketing strategy
Reviewing applications for completeness and following up with Producer/Account Manager or client to obtain necessary information.
Sending applications to Carriers in accordance with company procedures.
Receiving and reviewing renewal and new business quotes from carriers, comparing coverages and forms; and negotiating coverages with underwriters
Prepares proposals and other carrier products
Binds Coverage with carriers as needed
Reviews prospects policies and provides appropriate feedback.
Presents to clients in support of new business and renewals
Works closely with MMA Southeast divisions to provide quality consultation services and serve as a resource to producers, account managers and clients.
Meets with clients and prospects, producers and account teams to discuss issues, and resolve problems.
Maintains proper level of communication and builds effective relationships with clients and prospects, producers, account teams and carrier partners (underwriters and marketing).
Participates on MMA product line and/or industry Center(s) of Excellence and contributes on a project-basis to CoE initiatives.
Keeps up to date on market trends, issues and enhancements relative to Executive, Professional and Cyber Liability coverages.
Participates in seminars and other training to broaden knowledge of Executive, Professional and Cyber Liability specialty insurance products.
Communicates and interacts with all levels of management, employees, carriers and clients and prospects.
Builds proficiency with Marsh and third party legal, analytic and benchmarking tools.
Participates in speaking roles on panels, on an as needed basis.
Negotiates, manages and provides ongoing oversight for carrier initiatives for usage by all regional and national colleagues.
Property & Casualty License or ability to obtain within 90 days
These additional qualifications are a plus, but not required to apply:

• Education & Industry Experience: Bachelor's degree in Business Administration, Finance, Risk Management, or similar field required; minimum 10 years' experience with Executive, Professional, and/or Privacy Liability products (Public D&O, private D&O, Financial Institutions) in underwriting, adjuster, agent, or attorney roles.
• Professional Credentials & Competencies: Management Liability Insurance Specialist (MLIS) and/or Registered Professional Liability Underwriter (RPLU) preferred; strong interpersonal and communication skills with demonstrated emotional intelligence; takes initiative and is solution-focused; demonstrates strong analytical skills and basic math, finance, and financial management knowledge.
• Technical Skills & Professional Values: High-level proficiency with Microsoft Office products (Outlook, Excel, Word, PowerPoint); shared commitment to company values of Integrity, Collaboration, Passion, Innovation, and Accountability; acts as a change agent for the organization.
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in...

About Marsh

Insurance · 10,001+ employees · headquartered in New York, New York