Senior Private Client Insurance Executive

MMC

Houston (TX)

On-site

USD 90,000 - 120,000

Full time

12 days ago
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Benefits offered by this job

Health and welfare
Tuition assistance
401K
Employee assistance program
Career mobility
Volunteer opportunities
Other programs

Job summary

Marsh & McLennan Agency is seeking a Private Client Account Executive in Houston, TX. The role focuses on managing client insurance programs, new business, renewals, and cross-sell opportunities with producers and clients.

You will prepare Acord applications, pricing analyses, and renewal proposals while maintaining strong client relationships. Ideal candidates have 5–7 years of Private Client experience, a TX P&C license, and proficiency with agency systems, Word/Excel, and carrier portals.

Qualifications

  • Bachelor’s degree preferred.
  • Licensed Texas P&C Agent required or equivalent experience.

Responsibilities

  • Process documents for Client Insurance Program using agency system.
  • Primary contact with Producer/Client; coordinate renewals.
  • Prepare Acords, supplements, proposals for carriers.
  • Price policies via carrier sites and Silverplume.
  • Manage accounts receivable and direct billing for cancellations.
  • Support team with guidance and client-focused solutions.

Education

Bachelor's Degree, preferred
Texas P&C Agent license

Tools

Agency management system
Silverplume
Word / Excel

Job description

Marsh & McLennan Agency is seeking a Private Client Account Executive in Houston, TX. The role focuses on managing client insurance programs, new business, renewals, and cross-sell opportunities with producers and clients.

You will prepare Acord applications, pricing analyses, and renewal proposals while maintaining strong client relationships. Ideal candidates have 5–7 years of Private Client experience, a TX P&C license, and proficiency with agency systems, Word/Excel, and carrier portals.

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