Marsh McLennan Agency
Commercial Account Executive
Marsh McLennan Agency – Fort Worth, TX
Salary: $60,000 – $100,000 per year
Essential Duties & Responsibilities
A point of contact with the Producer
Initiate correspondence with the marketplace
Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program
Maintain positive client relationships and analyze situations to make reasonable decisions and follow through
Demonstrate consultative ability to instruct and guide the client
Manage upcoming deadlines and events, informing and updating the Producer as needed
Manage Accounts Receivables
Manage Direct Billing with respect to cancellations
Create Acord applications, including supplementals, as needed, for submissions to the marketing department and/or carriers
Create and complete COPE spreadsheets as needed
Prepare loss summaries, proposals for renewal terms, and Acord insurance binders for renewal terms
Initiate premium finance requests
Prepare schedules of insurance for delivery to client
Prepare policies for delivery to client
Process policy audits and monthly reports
Identify and resolve accounting discrepancies
Create requests for changes to client’s coverages
Process mail and phone requests on a daily basis
Perform quality checks and control on insurance policies in their entirety
In the absence of more senior team members, provide direction and guidance to other members when appropriate
Teamwork
Delegate tasks to Account Managers and outsourcing teams as appropriate
Ensure tasks from both Account Manager and outsourcing team are completed as directed
Ensure Account Manager performs all tasks as outlined in their job description
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
Support the training and growth of the Account Manager, being part of their training and development
Technical Expertise
Analyze insurance quotes and make recommendations
Comprehend and interpret insurance contract requirements for certificates
Communicate with insurance carriers as needed
Communicate with clients as needed
Participate in client‑facing meetings as required, either in‑house or offsite
Become proficient using premium analysis software
Utilize carrier online rating programs as necessary
Maintain knowledge of policy forms and endorsements and explain detailed coverage provisions to the client and Account Manager
Design insurance programs for clients based on defined needs
Utilize agency management system to monitor pre‑defined activities (policies past expiration, aged A/R, SIC codes, etc.)
Identify and address any coverage gaps with producer, carrier and client
Begin to become a subject matter expert and resource in area of interest or technical capability
Requirements
Licensed: Texas P&C Agent preferred
Education: Bachelor’s Degree preferred
Minimum of 5 years of mid‑market commercial account manager experience preferred
Completion of CIC and CRM preferred
Demonstrated ability to multi‑task and prioritize work
Willingness to work to meet client needs beyond scheduled hours
Proficient at Word, Excel, and current internet technologies
Proactive work style – does not need to be asked or reminded of tasks
Ability to learn, analyze and comprehend commercial lines of insurance
Demonstrated ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity, and tactfulness
Track record of interacting with, meeting with and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e‑mail and periodic meetings and planning sessions
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401(k), employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit
http://marshmma.com/careers .
#J-18808-Ljbffr
Salary: $60,000 – $100,000 per year
Essential Duties & Responsibilities
A point of contact with the Producer
Initiate correspondence with the marketplace
Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program
Maintain positive client relationships and analyze situations to make reasonable decisions and follow through
Demonstrate consultative ability to instruct and guide the client
Manage upcoming deadlines and events, informing and updating the Producer as needed
Manage Accounts Receivables
Manage Direct Billing with respect to cancellations
Create Acord applications, including supplementals, as needed, for submissions to the marketing department and/or carriers
Create and complete COPE spreadsheets as needed
Prepare loss summaries, proposals for renewal terms, and Acord insurance binders for renewal terms
Initiate premium finance requests
Prepare schedules of insurance for delivery to client
Prepare policies for delivery to client
Process policy audits and monthly reports
Identify and resolve accounting discrepancies
Create requests for changes to client’s coverages
Process mail and phone requests on a daily basis
Perform quality checks and control on insurance policies in their entirety
In the absence of more senior team members, provide direction and guidance to other members when appropriate
Teamwork
Delegate tasks to Account Managers and outsourcing teams as appropriate
Ensure tasks from both Account Manager and outsourcing team are completed as directed
Ensure Account Manager performs all tasks as outlined in their job description
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
Support the training and growth of the Account Manager, being part of their training and development
Technical Expertise
Analyze insurance quotes and make recommendations
Comprehend and interpret insurance contract requirements for certificates
Communicate with insurance carriers as needed
Communicate with clients as needed
Participate in client‑facing meetings as required, either in‑house or offsite
Become proficient using premium analysis software
Utilize carrier online rating programs as necessary
Maintain knowledge of policy forms and endorsements and explain detailed coverage provisions to the client and Account Manager
Design insurance programs for clients based on defined needs
Utilize agency management system to monitor pre‑defined activities (policies past expiration, aged A/R, SIC codes, etc.)
Identify and address any coverage gaps with producer, carrier and client
Begin to become a subject matter expert and resource in area of interest or technical capability
Requirements
Licensed: Texas P&C Agent preferred
Education: Bachelor’s Degree preferred
Minimum of 5 years of mid‑market commercial account manager experience preferred
Completion of CIC and CRM preferred
Demonstrated ability to multi‑task and prioritize work
Willingness to work to meet client needs beyond scheduled hours
Proficient at Word, Excel, and current internet technologies
Proactive work style – does not need to be asked or reminded of tasks
Ability to learn, analyze and comprehend commercial lines of insurance
Demonstrated ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity, and tactfulness
Track record of interacting with, meeting with and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e‑mail and periodic meetings and planning sessions
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401(k), employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit
http://marshmma.com/careers .
#J-18808-Ljbffr