Senior Private Client Insurance Strategist

Marsh McLennan Agency; Houston (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Marsh & McLennan Agency in Houston, TX, seeks a Senior Private Client Account Executive to manage and enhance the client insurance program. You will serve as the primary contact for Producers and Clients, handle new business placement, renewal preparation, and coordinated communication with carriers and markets to ensure optimal coverage.

The role emphasizes detailed documentation, cross-functional teamwork, and adherence to compliance standards; a Texas P&C license and a bachelor’s degree are

Qualifications

• Bachelor’s Degree preferred.
• Licensed: Texas P&C Agent (from requirements).
• Demonstrate ability to multi-task and prioritize work.
• Willingness to work beyond scheduled hours.
• Proficient at Word, Excel, and current internet technologies.

Responsibilities

• Process documents to maintain the Client Insurance Program using agency management system.
• Act as primary contact with Producer and/or Client.
• New business placement and cross selling to maintain client’s insurance program.
• Prepare and obtain pre-renewal updates for all clients.
• Create Acord applications and Supplements for submissions to carriers.

Education

Bachelor’s Degree

Tools

Word

Excel

Internet technologies

Job description

Marsh & McLennan Agency in Houston, TX, seeks a Senior Private Client Account Executive to manage and enhance the client insurance program. You will serve as the primary contact for Producers and Clients, handle new business placement, renewal preparation, and coordinated communication with carriers and markets to ensure optimal coverage.

The role emphasizes detailed documentation, cross-functional teamwork, and adherence to compliance standards; a Texas P&C license and a bachelor’s degree are