Senior Commercial Account Executive

Marsh McLennan Agency; San Antonio (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health and welfare

401K

Tuition assistance

Employee assistance program

Job summary

Marsh & McLennan Agency in Texas seeks an experienced Client Services professional to manage the Client Insurance Program for large, complex accounts. You will serve as a primary liaison with producers, carriers, and account managers, guiding renewals, proposals and policy analyses.

The role requires 5+ years of Account Executive experience, Texas P&C license, and CIC/CPCU or CRM experience; strong communication, delegation, and team leadership are essential as you mentor junior staff and drive

Qualifications

• Licensed Texas P&C Agent.
• 5+ years of Account Executive experience required.
• CIC & CRM, or CPCU preferred.
• Proficient in Word and Excel; able to analyze client data and prepare documents.

Responsibilities

• Act as main contact with Producers and vendors to maintain client insurance programs.
• Prepare renewal terms, Insurance Proposals, Acord binders and Certificates of Insurance.
• Manage accounts receivable and direct billing related to cancellations.
• Coordinate client meetings, renewals, and mid-year reviews with producers and managers.
• Mentor Account Executives and oversee delegated tasks to ensure service quality.
• Identify cross-sell opportunities and recommend additional products/services as appropriate.

Skills

Account management

Client relations

Delegation

Team leadership

Education

Texas P&C Agent license

CIC

CPCU

CRM experience

Tools

CRM software

MS Word

MS Excel

Job description

Manage the Client Insurance Program, utilizing agency management system. Generally manages larger and more complex accounts than the 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:

• Acts as a main point of contact with the Producer
• Initiate correspondence with the marketplace
• Function as a main 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 proactive decisions and manage the follow-through.
• Demonstrate a strong consultative ability to instruct and direct the client
• Manage upcoming deadlines and events, informing and updating the Producer, as needed.
• Manage Accounts Receivables
• Manage Direct Billing with respect to Cancellations
• Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance
• Manage Perform Quality check and control on insurance policies in their entirety
• Where appropriate, make recommendations for additional products/services as well as expanding broker/consultant services as appropriate to meet client needs

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:

• Delegate and manage tasks given to the Account Manager, as well as outsourcing teams, as appropriate.
• Ensure tasks from both Account Manager and outsourcing team are completed as directed
• Ensure Account Manager is performing all tasks as outlined in the MMA AM Job Description
• Provide direction and guidance to other members when appropriate
• Treat clients, prospects, and company employees with courtesy and respect.
• Contribute to a team approach toward meeting goals and providing excellent client service.
• Coordinate and monitor usage and quality of outsourcing teams
• Seen as a role model and begins to mentor both Account Executives and Managers, support their training and as a part of their training and development
• Build and maintain vendor relationships
• Negotiate with carriers on cost and program design
• Assist in plan recommendations for the client
• Coordinate, Present and Attend Client Meetings including though not limited to:
• Schedule/Participate in Mid-year and Renewal Meetings

Technical Expertise

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

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

REQUIREMENTS:

• Licensed: Texas P&C Agent
• 5+ years of Account Executive experience required
• CIC & CRM, or CPCU preferred
• Demonstrated ability to meet and exceed objectives through effective delegation and account management
• Proficient at Word, Excel, and current internet technologies.
• 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.
• Demonstrated experience in client facing roles, i.e., primary presenter of Client new business presentations and renewal presentations, strategy meetings, claims reviews, mid-year reviews, etc.
• Ability to interact with, support, collaborate with and direct employees in a variety of subordinate, peer and superior employee roles
• Ability to speak professionally and comfortably in front of others
• Willingness to work to meet client needs beyond scheduled hours by watching e-mail activity and answering important e-mails and calls after hours and on weekends, when necessary
• Maintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, and agency employees with courtesy and respect, ability to maintain composure at all times, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services.
• Represent the agency in a competent, professional manner, appropriate business attire for all client events or meetings unless otherwise advised by the client.
• Ability to travel to meet client service needs when necessary

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan 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, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.