Client Executive – Single Parent Captives

Marsh McLennan

Client Executive managing captive insurance engagements, delivering strategic updates and proposals at Marsh McLennan Agency. Leading complex projects, cultivating client relationships, and enhancing insurance strategies.

Posted 6/26/2026full-timeAtlanta • Tennessee • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

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.
Mentor junior team members and contribute to the continuous improvement of captive insurance processes and methodologies.

Requirements

What you’ll need

Bachelor’s degree in Finance, Business, Risk Management, or a related discipline; advanced degree (MBA, Master’s) or professional designations such as CPCU, ARM, or equivalent highly preferred.
Minimum of 8 years of progressive experience in insurance, risk management, or captive insurance, with demonstrated expertise in single parent captive structures.
Deep knowledge of captive insurance models, alternative risk financing mechanisms, regulatory environments, and risk management best practices.
Proven track record of managing complex client relationships at a senior level, with a consultative approach that drives program success without direct sales responsibilities.
Exceptional communication, negotiation, and interpersonal skills, capable of influencing and building trust with senior client stakeholders.
Strong analytical mindset with advanced problem-solving capabilities and a data-driven approach to underwriting and risk assessment.
Proficiency in Microsoft Office Suite, CRM platforms, and familiarity with insurance management and data analytics tools.
Willingness and ability to travel as required for client engagements and industry events (approximately 10% travel).

Benefits

Comp & perks

Medical, dental and vision insurance
401K and company match program
Company-paid life and disability
Generous paid time off programs
Employee assistance program (EAP)
Volunteer paid time off (VTO)
Career mobility
Employee networking groups
Tuition reimbursement and professional development opportunities
Charitable contribution match programs
Stock purchase opportunities

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

risk managementcaptive insurancedata analysisfinancial reportingpremium allocationactuarial insightsinsurance program assessmentproject managementproblem-solvingnegotiation

Soft Skills

communicationinterpersonal skillsleadershipconsultative approachclient engagementmentoringstrategic thinkinginfluencingtrust buildingperformance monitoring

Certifications

Bachelor’s degreeMBAMaster’s degreeCPCUARM