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Marsh & McLennan Companies

Client Executive – Management Liability

Position Overview

Based out of either Glasgow, Edinburgh or Manchester, the Client Advisor will assist with the profitable handling and growth of existing and new client accounts supporting the Client Executives across the Delta PI (Professional Indemnity) and ML (Management Liability) teams to effectively support all activities related to the placement and administration of a portfolio of clients to ensure best practice is achieved to retain existing clients whilst pro-actively working to win new accounts and grow revenue.

Key Responsibilities

  • Liaise with Client Executives regarding placement strategy for PI and ML existing renewals and assist with the annual renewal administration and general insurance queries.
  • Request and review underwriting information
  • Prepare and submit accurate market presentations and slips in consultation with the Client Executives
  • Highlight variances in market quotes to Client Executives
  • Analyse quotes and work with insurers to negotiate cover and premiums
  • Assist with the preparation of client reports for renewal, and specific projects as required
  • Produce and/or request Insurer documentation as per legislative and regulatory requirements
  • Act as direct point of contact within service team for day to day client insurance queries on certain accounts
  • Act as support and alternative point of contact to Client Executives who manage the client relationship
  • Administer mid-term changes to risk
  • Strive to deliver best practice, market-leading service and solutions for all clients
  • Skills, Knowledge & Experience Required

  • Proven operational/client liaison experience within Insurance and/or Financial Services
  • Experience of Financial Lines Insurance (preferred)
  • Understanding of Professional Indemnity, Cyber Liability, Director and Officers, Employment Practices, Crime, Pension Trustees Liability (advantageous)
  • Strong IT skills including Word/Excel/PowerPoint
  • Dynamic with previous client facing experience preferred
  • Ability to remain calm under pressure and be able to work flexibly when required
  • Excellent organisational skills with the ability to manage multiple enquiries simultaneously
  • Awareness of Clients’ business, their business issues, insurance programmes and service plans
  • Fully Competent in Microsoft Office Products
  • Working towards ACII is desirable
  • Experience of CRM and document management systems desirable
  • Highly numerate
  • Excellent communication and interpersonal skills

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