Senior Commercial Insurance Strategist

Marsh McLennan; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Marsh McLennan Agency is seeking a Commercial Account Executive in Texas to manage complex client programs. You will coordinate with Producers, Account Managers, and vendors to maintain excellent client service across renewal terms and policy administration.

The role requires a Texas P&C license, a Bachelor's degree, and 5+ years in midmarket commercial accounts. CIC/CRM certifications are a plus, with strong Excel and agency-management-system skills enabling proactive, high-quality client

Qualifications

• 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 hours.
• Proficient 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, confidentiality, diplomacy, and tact.

Responsibilities

• Manage the Client Insurance Program using the agency management system and coordinate with Account Managers and Producers.
• Serve as point of contact with the Producer and initiate marketplace correspondence.
• Create Acord applications, COPE spreadsheets, and loss summaries as needed for renewals.
• Prepare renewal proposals and issue Acord insurance binders.
• Manage Accounts Receivable and Direct Billing related to cancellations.
• Provide direction to junior team members when senior resources are unavailable.
• Analyze insurance quotes and make recommendations; interpret contract requirements for Certificates.

Skills

Multi-tasking

Prioritization

Proactive work style

Problem solving

Client service

Communication

Education

Bachelor’s Degree

CIC certification

CRM certification

Tools

Word

Excel

Agency management system

Premium analysis software

Carrier rating programs

Job description

Marsh McLennan Agency is seeking a Commercial Account Executive in Texas to manage complex client programs. You will coordinate with Producers, Account Managers, and vendors to maintain excellent client service across renewal terms and policy administration.

The role requires a Texas P&C license, a Bachelor's degree, and 5+ years in midmarket commercial accounts. CIC/CRM certifications are a plus, with strong Excel and agency-management-system skills enabling proactive, high-quality client