Marsh & McLennan Associate Client Executive, High Tech in Vancouver, British Columbia
Learns and performs the Client Executive (CE) position by working collaboratively with CEs on existing accounts and managing a personal book of business. Responsible for growing satisfied client relationships, a profitable book of business and acquiring new clients. Partners with various practices to provide superior client service.
Associate Client Executives (ACEs) are typically assigned to 3-5 accounts, with an additional personal workload of 3-6 accounts, depending on the size and complexity of each account.
Drives Marsh institutional relationships with clients through collaboration across practices, geographies, and MMC companies. Builds, maintains and expands effective and sustainable relationships with clients on an enterprise-wide basis. Works closely with the CE and the client team to identify key decision makers, client’s risks needs and determines the services, products, and combinations that will best serve and address the client’s issues and business objectives. Participates in and may lead the development of custom solutions to address the client/prospect needs. Effectively presents the solutions to the client/prospect and negotiates compensation, ensuring that the full scope of services are priced appropriately or supports the CE in these tasks. Leads or co-leads communication between the client and the service team members. Works with the CE to ensure quality of deliverables and enforcing critical deadlines. Reports At-Risk and Lost accounts and executes Zone client retention strategies. Develops and maintains deep knowledge of the client’s business: analyzes client research and industry issues, prepares benchmarking studies and creates risk maps. Schedules and co-leads or leads on pre-renewal and strategic account planning meetings. Provides input in discussions of Client Service Agreements (CSAs). Works with CE on the development and finalization of CSAs. Actively participates in industry associations, organizations, boards and charities, as appropriate. Responsible for monitoring and managing overall client satisfaction on personal accounts. Assists CE on assigned accounts. Financial
Prepares for, schedules and participates, and may co-lead, Pricing of Service and fee negotiation meetings. Monitors the revenue, profitability, and timely billing and collection for assigned accounts. Achieves personal client retention and revenue growth goals. Supports the CE in retaining and growing assigned accounts. On personal accounts, creates a budget for each client in conjunction with Client Advisors and Consulting colleagues Colleague Capability
Acts as project manager for the client team. Assists the CE in implementing action plans, monitoring progress, assuring service meets or exceeds client expectations and protecting the Firm from Errors & Omissions. Leads the service team on personal accounts by setting goals, monitoring progress, assuring service meets or exceeds client expectations, and protecting the firm from Errors & Omissions. Develops an industry specialization. Develops and maintains a fluency in MMC/Marsh’s service offerings. Drives toward building identified Client Development competencies for self. Process
Understands and utilizes available tools and technology to improve personal and team productivity. Participates in or is responsible for the execution of effective service management protocols including:
Internal Account Planning Strategic Client Reviews Renewal Strategy Meetings Client Service Agreements Account project management Client Survey and Feedback Protocol Appropriate Pricing of Accounts Focuses on meeting the standards of the organization, including Marsh’s Professional Standards, Compliance policies and programs and any internal quality measures. Qualifications Has at least three years of professional work experience. Hold a bachelor’s degree, or equivalent. Master’s degree is preferred. Possesses some insurance brokerage account management and servicing experience. Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. We work with clients of all sizes to define, design, and deliver innovative solutions to better quantify and manage risk. We offer risk management, risk consulting, insurance broking, alternative risk financing, and insurance program management services to businesses, government entities, organizations, and individuals around the world. To every client interaction we bring an unmatched combination of deep intellectual capital, industry-specific expertise, global experience, and collaboration. Since 1871, clients have relied on Marsh for trusted advice, to represent their interests in the marketplace, make sense of an increasingly complex world, and help turn risks into new opportunities for growth. Our more than 30,000 colleagues work on behalf of our clients, who are enterprises of all sizes in every industry, and include individuals, multinational organizations, and government entities worldwide. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Visit www.marsh.com for more information and follow us on LinkedIn and Twitter @MarshGlobal
Marsh and its separately incorporated operating entities around the world are part of Marsh & McLennan Companies, a publicly held company (ticker symbol: MMC).
Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, pension, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://www.mmc.com/. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at: www.mmc.com/diversity. VAN000CC-en