Client Service Executive
Current
Aug 2021 - Present
AeroLeads people directory · profile
Chad Steffan, Cic, Ccip, Clic Email & Phone Number
Client Service Executive
at
Marsh & McLennan Agency - West
2 work emails found
@marshmma.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Service Executive
Location
Aliso Viejo, California, United States
Who is Chad Steffan, Cic, Ccip, Clic? Overview
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Quick answer
Chad Steffan, Cic, Ccip, Clic is listed as Client Service Executive at Marsh & McLennan Agency - West, based in Aliso Viejo, California, United States. AeroLeads shows a work email signal at marshmma.com and a matched LinkedIn profile for Chad Steffan, Cic, Ccip, Clic.
Chad Steffan, Cic, Ccip, Clic previously worked as Senior Client Manager at Marsh & Mclennan Agency - West and Client Manager at Marsh & Mclennan Agency - West. Chad Steffan, Cic, Ccip, Clic holds Bachelor'S Degree, Child And Adolescent Development from California State University, Fullerton.
Company email context
Email format at Marsh & McLennan Agency - West
This section adds company-level context without repeating Chad Steffan, Cic, Ccip, Clic's masked contact details.
*@marshmma.com
71% confidence
AeroLeads found 2 current-domain work email signals for Chad Steffan, Cic, Ccip, Clic. Compare company email patterns before reaching out.
Profile bio
About Chad Steffan, Cic, Ccip, Clic
Chad Steffan, Cic, Ccip, Clic is a Client Service Executive at Marsh & McLennan Agency - West. He possess expertise in sales, customer service, account management, cold calling, insurance and 23 more skills.
Listed skills include Sales, Customer Service, Account Management, Cold Calling, and 24 others.
Current workplace
Chad Steffan, Cic, Ccip, Clic's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Chad Steffan, Cic, Ccip, Clic work experience
A career timeline built from the work history available for this profile.
Senior Client Manager
• Manage book for labor union and trust fund accounts• Renew 400+ policies a year• Complete renewal process from start to finish while rounding out accounts• Mentor within the agency• Sagitta and ImageRight proficient
Nov 2018 - Aug 2021
Client Manager
Apr 2018 - Nov 2018
Client Administrator
Jun 2017 - Apr 2018
Account Manager
Tkg Wholesale Brokerage
Nov 2015 - Jun 2017
Licensed Sales Producer
Apr 2015 - Nov 2015
1 education record
Chad Steffan, Cic, Ccip, Clic education
-
California State University, Fullerton
FAQ
Frequently asked questions about Chad Steffan, Cic, Ccip, Clic
Quick answers generated from the profile data available on this page.
What company does Chad Steffan, Cic, Ccip, Clic work for?
Chad Steffan, Cic, Ccip, Clic works for Marsh & McLennan Agency - West.
What is Chad Steffan, Cic, Ccip, Clic's role at Marsh & McLennan Agency - West?
Chad Steffan, Cic, Ccip, Clic is listed as Client Service Executive at Marsh & McLennan Agency - West.
What is Chad Steffan, Cic, Ccip, Clic's email address?
AeroLeads has found 2 work email signals at @marshmma.com for Chad Steffan, Cic, Ccip, Clic at Marsh & McLennan Agency - West.
Where is Chad Steffan, Cic, Ccip, Clic based?
Chad Steffan, Cic, Ccip, Clic is based in Aliso Viejo, California, United States while working with Marsh & McLennan Agency - West.
What companies has Chad Steffan, Cic, Ccip, Clic worked for?
Chad Steffan, Cic, Ccip, Clic has worked for Marsh & Mclennan Agency - West, Tkg Wholesale Brokerage, and Allstate Insurance Agency.
How can I contact Chad Steffan, Cic, Ccip, Clic?
You can use AeroLeads to view verified contact signals for Chad Steffan, Cic, Ccip, Clic at Marsh & McLennan Agency - West, including work email, phone, and LinkedIn data when available.
What schools did Chad Steffan, Cic, Ccip, Clic attend?
Chad Steffan, Cic, Ccip, Clic holds Bachelor'S Degree, Child And Adolescent Development from California State University, Fullerton.
What skills is Chad Steffan, Cic, Ccip, Clic known for?
Chad Steffan, Cic, Ccip, Clic is listed with skills including Sales, Customer Service, Account Management, Cold Calling, Insurance, Sales Management, Salesforce.Com, and Marketing.
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