Senior Private Client Insurance Strategist

Marsh McLennan Agency; Dallas (TX); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Health & welfare

Tuition assistance

401K

Employee assistance program

Career mobility

Employee network groups

Volunteer opportunities

Job summary

Marsh McLennan Agency is seeking a Senior Private Client Account Executive in Dallas, TX. You will manage insured programs, renewals, proposals, and client communications to ensure service excellence.

Ideal candidates hold a TX P&C license, a Bachelor’s degree, and 2–4 years’ private client experience, with CIC/CPCU/CPRM in progress preferred. The role offers competitive pay and comprehensive benefits.

Qualifications

• Bachelor’s degree preferred; TX P&C license required.
• 2–4 years’ private client account experience preferred.
• CIC, CPCU, CPRM, or equivalent designation in progress is a plus; experience acceptable in lieu of designations.

Responsibilities

• Act as primary contact with producer and client.
• Handle new business placement and cross-selling to maintain programs.
• Prepare Acord applications and supplements for submissions.
• Create renewal proposals and binders; manage billing and AR.
• Coordinate client meetings and renewals; monitor carrier changes.

Skills

Multi-tasking

Communication

Client-facing

Proactive work style

Education

Bachelor’s Degree

CIC/CPCU/CPRM in progress

Tools

Word

Excel

Job description

Marsh McLennan Agency is seeking a Senior Private Client Account Executive in Dallas, TX. You will manage insured programs, renewals, proposals, and client communications to ensure service excellence.

Ideal candidates hold a TX P&C license, a Bachelor’s degree, and 2–4 years’ private client experience, with CIC/CPCU/CPRM in progress preferred. The role offers competitive pay and comprehensive benefits.