Senior Private Client Insurance Executive

Marsh; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salaries

Comprehensive benefits

Career mobility

Volunteer opportunities

Job summary

Marsh is seeking a Private Client Account Executive in the United States. The role requires an active Texas P&C license, a Bachelor’s degree is preferred, and 5–7 years of Private Client AE experience.

Candidates should be prepared to manage client relationships, cross-sell, and coordinate renewal processes using our agency management system. This exempt, full-time position involves high-level client interaction, detailed documentation, and collaboration with Producers and carriers to maintain

Qualifications

• Licensed Texas P&C agent.
• Bachelor’s degree preferred.
• 5–7 years of Private Client Account Executive experience preferred.
• 15 years of experience if no designations.
• Proficient in Word, Excel, and current internet technologies.
• Demonstrate ability to multi-task and prioritize work.
• Willingness to work beyond scheduled hours.
• Ability to learn, analyze and comprehend commercial lines of insurance.
• Strong client service and problem-solving abilities.
• Ability to travel to meet client service needs when necessary.

Responsibilities

• Process documents to maintain the Client Insurance Program using the agency management system.
• Act as the primary contact with the Producer and/or Client.
• New Business placement and cross selling as needed to maintain client’s insurance program.
• Initiate correspondence with the marketplace and coordinate renewal materials.

Skills

P&C License (TX)

Client-facing

Cross-selling

MS Office proficiency

Education

Bachelor’s Degree, preferred

Job description

Marsh is seeking a Private Client Account Executive in the United States. The role requires an active Texas P&C license, a Bachelor’s degree is preferred, and 5–7 years of Private Client AE experience.

Candidates should be prepared to manage client relationships, cross-sell, and coordinate renewal processes using our agency management system. This exempt, full-time position involves high-level client interaction, detailed documentation, and collaboration with Producers and carriers to maintain