Senior Private Client Insurance Strategist

Marsh Agency; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health and welfare

Tuition assistance

401K

Job summary

Marsh & McLennan Agency in Houston, TX seeks a Private Client Account Executive to manage client insurance programs, handle renewal terms, and prepare proposals and Acord submissions. You will interact with producers, clients and carriers, build relationships, and support cross-selling to strengthen client coverage.

The role requires a Texas P&C license, a bachelor’s degree (preferred), and 2–4 years of account executive experience in private client insurance, with the ability to multi-task and

Qualifications

• Licensed as a Texas P&C Insurance Agent.
• Bachelor’s Degree preferred.
• Minimum 2–4 years of Private Client Account Executive experience preferred.
• Desire to multi-task and prioritize work.
• Willingness to work beyond scheduled hours when needed.
• Proficiency with Word, Excel and internet technologies.

Responsibilities

• Process documents to maintain Client Insurance Program using agency management system.
• Serve as primary contact with Producer/Client and with all companies.
• New business placement and cross-selling to maintain client program.
• Prepare Acord applications and supplements for carriers.
• Create renewal documents and price policies.
• Manage Accounts Receivable and direct billing for cancellations.
• Coordinate client meetings and renewals; support team as needed.

Skills

Licensed TX P&C Agent

Account management

Client relations

Multi-tasking

Communication

Education

Bachelor’s Degree

Tools

Agency management system

Word

Excel

Job description

Marsh & McLennan Agency in Houston, TX seeks a Private Client Account Executive to manage client insurance programs, handle renewal terms, and prepare proposals and Acord submissions. You will interact with producers, clients and carriers, build relationships, and support cross-selling to strengthen client coverage.

The role requires a Texas P&C license, a bachelor’s degree (preferred), and 2–4 years of account executive experience in private client insurance, with the ability to multi-task and