Account Executive - Business Insurance

Marsh; Dublin (CA); Hybrid; USD 98,000 - 182,000; Full time

Benefits offered by this job

Tuition reimbursement

PTO 20 days + holidays

Work from home flexibility

401k match

Job summary

Marsh Agency Midwest in Dublin, CA seeks an Account Executive to lead service execution, build and manage a client base, and drive growth across product lines.

You will evaluate risks, review loss experience and financials, and present data-driven solutions to clients. Travel may be required.

Qualifications

• 7+ years insurance experience in applicable lines.
• Ability to evaluate risks, review loss experience and financials.
• Develop solutions and present recommendations to clients.

Responsibilities

• Lead service execution and build a client base.
• Manage and expand client relationships with cross-sell opportunities.
• Prepare submissions and coordinate marketing with carriers.
• Visit clients to discuss renewals and service needs.

Skills

Insurance knowledge

Client relationship management

Sales and marketing

Risk assessment

Communication

Education

BS/BA in Business/Insurance

CIC/CRM/CPCU or related designation

Tools

Applied Epic

Job description

Company:

Marsh McLennan Agency

Description:

About Marsh Agency Midwest
Marsh Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. We take a client-centric approach that anticipates our client needs, delivers personalized solutions, and builds trusted, long-lasting relationships. Marsh Agency Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.

A day in the life.

As an Account Executive, you are a leader in the industry and client niches, with a deep understanding of business risks and financial implications. You will take charge of service execution, build a client base, and utilize sales methodologies and resources to effectively manage and expand your clients.

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

• 7+ years previous insurance experience in applicable insurance products/lines
• Utilizing detailed risk expertise to perform critical client functions, including evaluating risks; reviewing loss experience, cash flow and financials; developing solutions; articulating impact of options; leveraging prepared analytics and making recommendations to client across product lines
• Establishing the growth and retention strategy for a book of business and monitoring implementation
• Cultivating and expanding relationships with new and existing clients
• Providing needed information, creative solutions and resolution of client issues
• Demonstrating a high level of consistency between words and actions across all business situations. Accepts ultimate responsibility for results
• Preparing submission information as appropriate for the account and coordinating the marketing process
• Marketing and negotiating coverage, terms and premium and fostering carrier relationships
• Demonstrating a broad understanding of insurance coverages, their applicability, various exclusions, and basics of program design, premium rating methods and policy audits
• Visiting clients to discuss renewals and managing account service requirements

These additional qualifications are a plus, but not required to apply:

• Property & Casualty license preferred, or the ability to obtain upon hire
• BS/BA in Business, Insurance or related field
• CIC, ARM, CRM, CPCU, CRIS or RPLU or other professional insurance designation related to Property & Casualty
• Experience working with Applied Epic, agency management system
• Available to travel to both local and long-distance client meetings as needed

We know there are excellent candidates who might not check all these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

A Great Place to Work. A Great Place to Perk.

Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include:

• Medical, dental, vision, Employer-paid HSA contributions and 401k match and more
• The flexibility to work at home or an office, based on your discretion and schedule, for most positions
• Start with 20 days of paid time off
• Tuition reimbursement and a culture of learning that offers designation/certification support and bonuses
• A paid day off to volunteer and company-organized volunteer events
• Up to $1,000 per year in matching charitable donations
• Up to $750 per year in wellness rewards
• All the nitro cold brew coffee and sparkling water you can drink
• A company-wide mentality that you can never appreciate your co-workers too much

To learn more about a career at Marsh Agency, check us out our website or flip through our recruiting brochure and sales recruiting brochure.

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Who _ you _ are is who _ we _ are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Marsh and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

If you require an accommodation during the application or interview process, please let us know by contacting [e-mail].

#MarshAgencyMW

#MarshAgencyBI

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The applicable base salary range for this role is $97,616 to $181,847.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.