Client Executive - Single Parent Captives at Marsh McLennan, 4401 Northside Parkway
Client Executive - Single Parent Captives at Marsh McLennan in 4401 Northside Parkway. Est. up to $250k. Apply with swipeandhired.
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 Client Executive - Single Parent Captives 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 Client Executive on the Single Parent Captives team, you’ll play a pivotal role in overseeing the end-to-end management and strategic execution of single parent captive insurance engagements. This position is accountable for driving underwriting excellence, cultivating and sustaining high-level client relationships, and ensuring the delivery of superior work products that align with client objectives and business goals. The role requires close collaboration with Captive practice leaders and cross-functional teams to lead client submissions, develop compelling presentations, and maintain comprehensive financial oversight for fronting carriers and captive managers. This position is instrumental in the evaluation, establishment, and ongoing operation of single parent captives, providing expert guidance on risk pricing, premium allocation, and program optimization.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- Lead and coordinate all phases of captive insurance engagements, ensuring seamless project execution, timely delivery, and adherence to quality standards.
- Develop and manage detailed project data request lists; conduct rigorous reviews to confirm completeness and accuracy of information received.
- Oversee the preparation, review, and refinement of client deliverables, including complex PowerPoint presentations, ensuring clarity, consistency, and strategic alignment.
- Proactively identify, analyze, and resolve complex issues or challenges within engagements, applying advanced problem-solving skills to deliver effective solutions.
- Serve as the primary client liaison, leading high-level project meetings and providing strategic updates on project milestones and outcomes.
- Conduct in-depth analysis of insurance programs to assess profitability and risk exposure by evaluating premium and loss history data.
- Partner with brokerage teams to thoroughly understand and address insureds’ insurance requirements, including certification and policy limit specifications.
- Maintain and enhance financial reporting frameworks for fronting carriers and captive managers, ensuring accuracy and regulatory compliance.
- Lead risk pricing initiatives and premium allocation strategies, leveraging actuarial insights and market intelligence.
- Collaborate with internal underwriting, actuarial, and service teams to ensure integrated and accurate program delivery.
- Drive the development and presentation of sophisticated proposals to clients and prospects, articulating value propositions and strategic benefits.
- Foster ongoing client engagement through proactive communication, performance monitoring, and program enhancement recommendations.
- Property & Casualty license required.
- Professional designations such as CPCU, ARM, or similar are preferred.
These additional qualifications are a plus, but not required to apply:
- Education & Experience: Bachelor's degree in Finance, Business, Risk Management, or related discipline required; advanced degree (MBA, Master's) or professional designations (CPCU, ARM, or equivalent) highly preferred; minimum 8 years of progressive experience in insurance, risk management, or captive insurance with demonstrated expertise in single parent captive structures.
- Technical Expertise & Client Management: Deep knowledge of captive insurance models, alternative risk financing mechanisms, regulatory environments, and risk management best practices; proven track record of managing complex client relationships at senior level with consultative, non-sales approach; exceptional communication, negotiation, and interpersonal skills capable of influencing and building trust with senior stakeholders.
- Analytical Skills & Operational Capabilities: Strong analytical mindset with advanced problem-solving capabilities and data-driven approach to underwriting and risk assessment; proficiency in Microsoft Office Suite, CRM platforms, and familiarity with insurance management and data analytics tools; demonstrated ability to manage multiple priorities in fast-paced environment with agility and sound judgment; willingness and ability to travel as required (approximately 10%).
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 this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at Marsh Agency, check us out our website or flip through our recruiting brochure.
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Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
If you require an accommodation during the application or interview process, please let us know by contacting [email protected]
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