{"id":4172507,"url":"https://alion.io/job/marsh-mclennan-client-executive-8","title":"Client Executive","company":{"id":1769686,"name":"Marsh McLennan","domain":"marshmclennan.com","url":"https://alion.io/company/marshmclennan","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":82,"open_postings":292,"ghost_share":0,"stale_share":0.901,"repost_share":0.007,"time_to_fill_p50_days":21,"computed_at":"2026-11-12T10:38:37Z"}},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Walnut Creek, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":92400,"max":172100,"currency":"USD","period":"year","gross":null,"usd_annual":172100},"salary_estimate":null,"experience_years_min":6,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-11-10T00:00:00Z","employer_posted_date":"2026-11-10","last_verified_at":"2026-11-12T15:07:35Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"Company:\nDescription:\nAssume 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.\nEssential Duties & Responsibilities\nOversee ongoing account service activities.Prepare monthly production and activity reports.\nManage/collect receivables in conjunction with Client Sales Executive.\nMeet regularly with Client Sales Executive to update, advise and inform.\nCoordinate activities on accounts.\nReview and deliver summary, proposals and policies.\nLead, present and participate in meetings with clients.\nMaintain current Insurance Summaries on all accounts.\nUpdate COW’s annually on all accounts.\nMeet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings, etc.)\n\nParticipate in new business development and proposals with Client Sales Executive.Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage.\nCoordinate coverage placement through managing the direction provided to service team.\nDeliver binders and invoices.\n\nManage all facets of renewal process.Initiate client contact and orchestrate renewal strategy meetings.\nGather renewal underwriting information.\nOversee process of preparing and updating underwriting specifications.\nCoordinate coverage placement through instructions provided to Marking and Client Administrator, review and deliver binders, invoices, etc.\nAdvise, inform and involve Client Sales Executive, as required in marketing process.\nPrepare and deliver proposals.\nPrepare all orders and instructions to Client Administrator.\nManage expiration lists.\n\nAct as a leader for the service team members.Create an environment oriented to trust, open communication, and cohesive team effort.\nFacilitate problem solving and collaboration when faced with client difficulties.\nFocus the team on the internal and external client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support task performance.\nProvide necessary business information to enhance the team’s professional development.\nEnsure deliverables are prepared to satisfy client requirements, cost and schedule.\nWork closely with department Manager and Director of Client Services to obtain necessary resources to support the team’s requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.\n\nEstablish and consistently maintain effective and positive working relationships with Associates and clients.\nEducation and/or Experience\nBachelor’s degree plus 3 or more years of daily World Class Client service experience is required; or, a minimum of 6 years industry experience showing increasing responsibility directly related to the performance of the above duties including 3 or more years of daily World Class Client service.\nMaintain a valid unrestricted California Fire & Casualty Solicitors license and a valid Drivers license.\nAchieve and maintain advanced insurance designations applicable to the above duties such as CPCU or CIC designations.\nExcellent understanding of insurance terminology, trends and factor influencing the industry, and the various lines of Business Insurance insurance.\nProficiency with MS Office Software (Word, Excel, Outlook).\nPrioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.\nAbility to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content.\nWork Environment & Physical Demands\nAbility to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones. \nWork is performed in a typical interior/office work environment.\nTravel to client sites will be required. Usually travel is within driving distance, but may occasionally consist of a 1 to 2 night stay.\nThe applicable base salary range for this role is $92,400 to $172,100.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.","description_format":"text","description_chars":4830,"description_truncated":false,"requirements":{"experience_years_min":6,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Professional development"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Management Consulting","Health Insurance & Benefits","Insurance Brokers & Agencies","Reinsurance"],"lifecycle":[{"event":"open","at":"2026-11-12T15:07:35Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":2,"expected_fill_days":21,"reasons":["conf:0","win:early","comp:brand"],"computed_at":"2026-11-12T15:54:52Z"},"pay":{"stated_usd_annual":172100,"is_top_pay":true},"html_url":"https://alion.io/job/marsh-mclennan-client-executive-8","json_url":"https://alion.io/job/marsh-mclennan-client-executive-8.json","meta":{"generated_at":"2026-11-12T15:54:52Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":33277,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1769686},"rest":"https://alion.io/mcp/rest/get_company?id=1769686"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmarsh-mclennan-client-executive-8"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmarsh-mclennan-client-executive-8"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmarsh-mclennan-client-executive-8"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/marsh-mclennan-client-executive-8\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmarsh-mclennan-client-executive-8"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4172507}},{"tool":"search_jobs","arguments":{"company":"marshmclennan.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4172507},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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