Commercial Sr. Account Executive

ООО «ХАГЕМАЕР ГРУПП»; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health and welfare

Tuition assistance

401K

Employee assistance program

Career mobility

Employee network groups

Volunteer opportunities

Other programs

Job summary

Marsh Agency in Dallas seeks a Commercial Account Executive (FLSA exempt) to manage the client insurance program, coordinate with producers, and oversee larger accounts. You will prepare Acords, loss summaries, renewal proposals, and liaise with carriers and clients to ensure accurate, timely service.

The role requires a Texas P&C license, a bachelor’s degree, and strong multitasking abilities. Marsh Agency offers competitive salaries and comprehensive benefits.

Qualifications

• Licensed Texas P&C agent preferred.
• Bachelor's degree preferred.
• 5+ years of midmarket Commercial Account Manager experience preferred.
• Completion of CIC and CRM preferred.
• Demonstrate ability to multi-task and prioritize work.
• Proactive work style - does not have to be asked or reminded of tasks.
• Ability to learn, analyze and comprehend commercial lines of insurance.

Responsibilities

• Manage the Client Insurance Program using agency management system.
• Oversee larger and more complex accounts.
• Act as contact with producers and vendors; initiate correspondence with the marketplace.
• Prepare Acord applications and other submissions for carriers/marketing.
• Prepare loss summaries and renewal proposals; issue Acord binders.
• Manage accounts receivable and direct billing for cancellations.
• Provide direction/guidance to junior team members when needed.

Skills

Account management

Insurance knowledge

Multi-tasking

Customer service

Education

Bachelor's degree

CIC certification

Tools

CRM software

Agency management system

Job description

JOB TITLE: Commercial Account Executive

JOB TYPE: FLSA Exempt

ESSENTIAL DUTIES & RESPONSIBILITIES:

Documentation

• Manage the Client Insurance Program, utilizing agency management system.
• As a matter of routine, manages larger and more complex accounts than the Associate Account Executive.
• Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to:
• A point of contact with the Producer
• Initiate correspondence with the marketplace
• Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client's insurance program
• Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through
• Begin to demonstrate a consultative ability to instruct and guide the client
• Manage upcoming deadlines and events (perhaps under direction of Executive Team Lead, Sr. Account Executive, or Producer), informing and updating the Producer, as needed.
• Manage Accounts Receivables
• Manage Direct Billing with respect to Cancellations
• Responsible for ensuring the following are accomplished (via delegation to Account Managers or external resources):

1. Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and/or carriers.
2. Create and complete COPE spreadsheets, as needed.
3. Prepare Loss Summaries
4. Prepare proposals for renewal terms
5. Issue Acord Insurance Binders for renewal terms
6. Initiate Premium Finance Requests
7. Prepare Schedules of Insurance for delivery to client
8. Prepare policies for delivery to client
9. Process Policy Audits and Monthly Reports
10. Identify and resolve Accounting discrepancies
11. Create requests for changes to client's coverages
12. Process mail and phone requests on daily basis
13. Prepare Acord applications
14. Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance
15. Adhere to document retention software documentation guidelines
16. Perform Quality check and control on insurance policies in their entirety

In absence of more senior team members, provide direction and guidance to other members when appropriate

Teamwork

• Function as team member of the Client Services team to ensure superior service to all MMA Clients.
• These activities include but are not limited to:

1. Delegate tasks to Account Managers, as well as outsourcing teams, as appropriate.
2. Ensure tasks from both Account Manager and outsourcing team are completed as directed
3. Ensure Account Manager is performing all tasks as outlined in the MMA Assistant Account Manager or Account Manager Job Description
4. Treat clients, prospects, and company employees with courtesy and respect.
5. Contribute to a team approach toward meeting goals and providing excellent client service.
6. Coordinate and monitor usage and quality of outsourcing teams
7. Support the training and growth of the Account Manager, being a part of their training and development.

Technical Expertise

• Demonstrate the technical expertise to assist in maintaining the Client Insurance Program.
• These duties include but are not limited to:

1. Analyze insurance quotes and make recommendations
2. Comprehend and interpret Insurance Contract requirements for Certificates
3. Communicate with insurance carriers as needed
4. Communicate with clients as needed
5. Client facing meeting as required, either in-house or offsite
6. Become proficient using premium analysis software.
7. Utilize carrier online rating programs as necessary.
8. Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client and Account Manager.
9. Design insurance program for client based on defined needs.
10. Utilize agency management system to monitor pre-defined activities (policies past expiration, aged A/R, SIC codes, etc.).
11. Identify and address any coverage gaps with producer, carrier and client.
12. Begin to become subject matter expert and resource in area of interest or technical capability.

REQUIREMENTS

• Licensed: Texas P&C Agent preferred
• Education: Bachelor's Degree, preferred
• Minimum of 5 years of midmarket Commercial Account Manager experience preferred
• Completion of CIC and CRM preferred
• Demonstrate ability to multi-task and prioritize work
• Willingness to work to meet client needs beyond scheduled hoursProficient at Word, Excel, and current internet technologies
• Demonstrate proactive work style - Does not have to be asked or reminded of tasks
• Ability to learn, analyze and comprehend commercial lines of insurance
• Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
• Demonstrate track record of interacting with, meeting with and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e‑mail and periodic meetings and planning sessions

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.

Marsh Agency offers competitive salaries and comprehensive benefits and programs including:

• health and welfare
• tuition assistance
• 401K
• employee assistance program
• career mobility
• employee network groups
• volunteer opportunities
• other programs

For more information about our company, please visit us at: http://marshmma.com/careers.