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Client Executive - Commercial Insurance

Marsh McLennan Agency | san diego, United-States | Posted June 30, 2026

Position Overview

Assume 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.


Essential Duties & Responsibilities


  • Oversee ongoing account service activities.
  • Prepare monthly production and activity reports.
  • Manage/collect receivables in conjunction with Client Sales Executive.
  • Meet regularly with Client Sales Executive to update, advise and inform.
  • Coordinate activities on accounts.
  • Review and deliver summary, proposals and policies.
  • Lead, present and participate in meetings with clients.
  • Maintain current Insurance Summaries on all accounts.
  • Update COW’s annually on all accounts.
  • Meet World Class Client service commitm...

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