Client Executive
Posted 26 Jun 2026
Advertised as “Client Executive - Single Parent Captives”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 8+ yrs
- Management level
- People management
No salary listed for this role.
Field of studyBusiness, Finance, Risk Management (or related)
Study levelBachelor's
CertificationsMaster of Business Administration, CPCU, ARM
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Client Executive - Single Parent Captives at Marsh McLennan Agency (MMA).
MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).
A day in the life.
As an Client Executive - Single Parent Captives, you will:
- Lead and coordinate all phases of captive insurance engagements, ensuring seamless project execution, timely delivery, and adherence to quality standards.
- Develop and manage detailed project data request lists; conduct rigorous reviews to confirm completeness and accuracy of information received.
- Oversee the preparation, review, and refinement of client deliverables, including complex PowerPoint presentations, ensuring clarity, consistency, and strategic alignment.
- Proactively identify, analyze, and resolve complex issues or challenges within engagements, applying advanced problem-solving skills to deliver effective solutions.
- Serve as the primary client liaison, leading high-level project meetings and providing strategic updates on project milestones and outcomes.
- Conduct in-depth analysis of insurance programs to assess profitability and risk exposure by evaluating premium and loss history data.
- Partner with brokerage teams to thoroughly understand and address insureds’ insurance requirements, including certification and policy limit specifications.
- Maintain and enhance financial reporting frameworks for fronting carriers and captive managers, ensuring accuracy and regulatory compliance.
- Lead risk pricing initiatives and premium allocation strategies, leveraging actuarial insights and market intelligence.
- Collaborate with internal underwriting, actuarial, and service teams to ensure integrated and accurate program delivery.
- Drive the development and presentation of sophisticated proposals to clients and prospects, articulating value propositions and strategic benefits.
- Foster ongoing client engagement through proactive communication, performance monitoring, and program enhancement recommendations.