Senior Private Client Insurance Executive

Marsh; United States; Remote; USD 95,000 - 135,000; Full time

Benefits offered by this job

Health and welfare

Tuition assistance

401K

Employee assistance program

Career mobility

Employee network groups

Volunteer opportunities

Other programs

Job summary

Marsh is seeking a Senior Private Client Account Executive to manage client relationships, coordinate insurance programs, and drive renewal discussions. This role requires strong client-facing skills, meticulous documentation, and collaboration with Producers and carriers.

Ideal candidates will have P&C licensing in Texas, 2–4 years of private client experience, and relevant designations or equivalent experience.

Qualifications

• Licensed Texas P&C Agent with active license.
• Bachelor’s Degree preferred.
• 2–4 years Private Client Account Executive experience preferred.
• Participating in CIC, CPCU, or CPRM (or 7 years as Account Executive if no designations).
• Ability to multitask and meet client needs, including after-hours.

Responsibilities

• Process documents to maintain the Client Insurance Program.
• Act as the primary contact with the Producer and/or Client.
• New Business placement and cross selling as needed.
• Prepare Acord applications and supplements for carriers.
• Prepare renewal proposals, binders, and evidences of insurance.
• Manage accounts receivables and billing related duties.
• Coordinate client meetings and prepare renewal materials.
• Mentor other team members when appropriate.

Skills

Multitasking

Client communication

Problem solving

Professional presentation

Travel willingness

Education

Bachelor’s Degree, preferred

CIC/CPCU/CPRM or equivalent designation

Tools

Word

Excel

Job description

Marsh is seeking a Senior Private Client Account Executive to manage client relationships, coordinate insurance programs, and drive renewal discussions. This role requires strong client-facing skills, meticulous documentation, and collaboration with Producers and carriers.

Ideal candidates will have P&C licensing in Texas, 2–4 years of private client experience, and relevant designations or equivalent experience.