Senior Commercial Insurance Strategist & Trusted Advisor

Marsh McLennan Agency; San Antonio (TX); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health and welfare

Tuition assistance

401K

Employee assistance program

Career mobility

Employee networks

Volunteer opportunities

Other programs

Job summary

Marsh McLennan Agency is seeking a Senior Account Consultant in San Antonio, TX. You will manage 4–8 complex accounts, serve as the primary consultant and relationship manager, and work closely with Producers and the account management team.

The role emphasizes strategic risk management, renewal oversight, and cross‑functional collaboration. It requires 10+ years in insurance brokerage or risk management and a Texas license.

Qualifications

• 10+ years of commercial account executive, account consultant, or related experience in insurance brokerage or risk management.
• Active Texas Property & Casualty Agent License required.
• Strong technical knowledge of commercial insurance products, underwriting, and risk financing strategies.
• Ability to manage complex, multi-faceted accounts and deliver high-quality results under pressure.
• Exceptional client-facing and communication skills; ability to influence at all levels.

Responsibilities

• Own client satisfaction and retention; serve as primary resource and relationship manager for strategic issues.
• Directly manage client calendar/timeline milestones and coordinate account team activities.
• Conduct meetings and maintain ongoing communication with clients to assess satisfaction and proactively improve outcomes.
• Develop relationships with client decision-makers and senior leadership.
• Monitor and manage service quality of MMA team members, carriers, TPAs, and vendors.
• Consult with clients to design risk management plans aligned with business strategy.
• Analyze risk data, client operations, and market trends to tailor insurance solutions.
• Present financial and risk reports for planning and budgeting.
• Lead pre-renewal planning, strategy development, renewal bid management, and vendor negotiations.
• Oversee implementation, renewal execution, and account transitions.
• Track and monitor account revenue levels.
• Review client contracts and maintain organized records in EPIC.
• Ensure adherence to timelines and renewal workflows.

Skills

Client-facing

Communication

Analytical skills

Problem solving

Microsoft Office

EPIC

CRM platforms

Time management

Attention to detail

Organization

Education

Bachelor's degree in business, finance, risk management, or related field

CIC

CRM

CPCU

Tools

EPIC

CRM platforms

Microsoft Office

Job description

Marsh McLennan Agency is seeking a Senior Account Consultant in San Antonio, TX. You will manage 4–8 complex accounts, serve as the primary consultant and relationship manager, and work closely with Producers and the account management team.

The role emphasizes strategic risk management, renewal oversight, and cross‑functional collaboration. It requires 10+ years in insurance brokerage or risk management and a Texas license.