Senior Mid-Market Commercial Insurance Account Executive

Marsh; San Antonio (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

Marsh McLennan Agency is seeking a Commercial Account Executive in Texas. The role manages the Client Insurance Program, coordinating with Producers and carriers, while handling renewals, proposals, and documentation.

The candidate should have 5+ years of midmarket Commercial Account Manager experience, a Texas P&C license preferred, and a bachelor's degree. CIC/CRM certifications are favored; strong Excel/Word and internet skills are required.

Qualifications

• 5+ years of midmarket Commercial Account Manager experience preferred.
• Licensed Texas P&C Agent preferred.
• Bachelor's Degree, preferred.
• Completion of CIC and CRM preferred.
• Proficient with Word, Excel, and current internet technologies.
• Demonstrate ability to multi-task and prioritize work.

Responsibilities

• Manage the Client Insurance Program using the agency management system; handle larger and more complex accounts.
• Serve as the main contact with the Producer and initiate marketplace correspondence.
• Create Acords, COPE sheets, proposals, and insurance documents for renewals and submissions.
• Maintain client relationships, analyze situations, and follow through on commitments.
• Coordinate with Account Managers and outsourcing teams to ensure tasks are completed.

Skills

Multi-tasking

Prioritization

Communication

Client service

Problem solving

Analytical thinking

Team collaboration

Education

Bachelor's Degree

CIC certification

CRM certification

Tools

CRM software

Premium analysis software

Carrier rating programs

Agency management system

Job description

Marsh McLennan Agency is seeking a Commercial Account Executive in Texas. The role manages the Client Insurance Program, coordinating with Producers and carriers, while handling renewals, proposals, and documentation.

The candidate should have 5+ years of midmarket Commercial Account Manager experience, a Texas P&C license preferred, and a bachelor's degree. CIC/CRM certifications are favored; strong Excel/Word and internet skills are required.