Commercial Lines Account Executive

2 weeks ago

Houston, Texas, United States Marsh McLennan Agency Full time

Job Title: Senior Commercial Account Executive

Job Type: FLSA Exempt

Key Responsibilities:

Manage the client insurance program, utilizing agency management system, and oversee larger and more complex accounts. Key duties include:

  • Act as primary point of contact with producers
  • Initiate correspondence with the marketplace
  • Coordinate with vendors to ensure proper processing of requests
  • Maintain positive client relationships and analyze situations to make proactive decisions
  • Demonstrate consultative ability to instruct and direct clients
  • Manage upcoming deadlines and events, informing and updating producers as needed
  • Manage accounts receivables and direct billing
  • Prepare documents for renewal terms, including insurance proposals and certificates
  • Adhere to document retention software documentation guidelines
  • Manage quality checks and control on insurance policies
  • Make recommendations for additional products and services as needed

Teamwork:

Function as a team member of the Client Services team to ensure superior service to all MMA clients. Key activities include:

  • Delegate and manage tasks given to account managers and outsourcing teams
  • Ensure tasks are completed as directed
  • Provide direction and guidance to team members
  • Treat clients, prospects, and company employees with courtesy and respect
  • Contribute to a team approach toward meeting goals and providing excellent client service
  • Coordinate and monitor usage and quality of outsourcing teams
  • Build and maintain vendor relationships
  • Negotiate with carriers on cost and program design
  • Assist in plan recommendations for clients
  • Coordinate, present, and attend client meetings

Technical Expertise:

Demonstrate technical expertise to assist in maintaining the client insurance program. Key duties include:

  • Analyze insurance quotes and make recommendations
  • Comprehend and interpret insurance contract requirements
  • Communicate with insurance carriers and clients as needed
  • Stay up to date on carrier plans and websites
  • Become proficient using premium analysis software
  • Utilize carrier online rating programs as necessary
  • Maintain knowledge of policy forms and endorsements
  • Design insurance programs for clients based on defined needs
  • Utilize agency management system to monitor pre-defined activities
  • Identify and address coverage gaps with producers, carriers, and clients

Requirements:

  • Licensed: Texas P&C Agent
  • Education: Bachelor's Degree, preferred
  • 5+ years of Account Executive experience required
  • CIC & CRM, or CPCU preferred
  • Demonstrated ability to meet and exceed objectives through effective delegation and account management
  • Proficient at Word, Excel, and current internet technologies
  • Ability to learn, analyze, and comprehend commercial lines of insurance
  • Demonstrate ability to service clients effectively through problem-solving, confidentiality, diplomacy, sensitivity, and tactfulness
  • Demonstrate track record of interacting with, meeting with, and partnering with assigned clients to achieve mutually desired outcomes
  • Ability to interact with, support, collaborate with, and direct employees in various subordinate, peer, and superior employee roles
  • Ability to speak professionally and comfortably in front of others
  • Willingness to work to meet client needs beyond scheduled hours
  • Maintain and exhibit a positive, professional attitude in the performance of your job
  • Represent the agency in a competent, professional manner
  • Ability to travel to meet client service needs when necessary

We value diversity and inclusion in our workplace and offer competitive salaries and comprehensive benefits, including health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.

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