LEGENDARYJobs Recruiting Los Angeles, CA, United States
Sep 04, 2017Full time
General Summary: Responsible for growing satisfied client relationships, a profitable book of business and acquiring new clients. Essential Functions: Sales and Relationship Development Retains and expands existing client relationships and acquires new ones. Identifies key decision makers, clients or prospects risks needs and determines the services, products, and combinations that will best serve and address the client/prospect’s issues and objectives Leads the development of custom solutions to address the client/prospect needs Ensures that the full scope of services are priced appropriately Effectively presents the solutions to the client/prospect and negotiates compensation Documents the scope of service and compensation in a Client Service Agreement (CSA) Financial Management Manages the financial performance of his/her book of business Develops a business plan for portfolio of clients and prospects to meet specific retention and sales goals. Creates a budget for each client in conjunction with Client Advisors and Consulting colleagues Manages revenue, profitability, and timely billing and collection (working capital) for each client Service Management Leads the service team by setting its goals, monitoring its progress, assuring service meets or exceeds client expectations, and protecting the firm from Errors & Omissions (E&O). Leads communication between the client and the service team members locally, nationally and/or globally. Oversees quality of deliverables and enforcing critical deadlines Seeks feedback on Marsh’s execution of projects and renewals through client survey and ongoing client dialogue. People Management Coaches and mentors team members. Completes all goal setting, performance evaluation, compensation management, etc. responsibilities with all direct reports. Qualifications At least seven years of professional experience Under limited supervision, services least complex accounts. Possesses developed insurance brokerage, account management and servicing skills and performs client executive duties within the local market place. Supervises service team members on assigned teams. May assist higher-level client executives on larger accounts.