Commercial Sr. Account Executive
Marsh McLennan Agency, San Antonio, TX, United States
JOB TITLE:
Senior Commercial Account Executive
JOB TYPE: FLSA Exempt
ESSENTIAL DUTIES & RESPONSIBILITIES Documentation
Acts as a main point of contact with the Producer
Initiate correspondence with the marketplace
Function as a main contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program
Maintain positive client relationship and have the ability to analyze situations, make proactive decisions, and manage the follow-through
Demonstrate a strong consultative ability to instruct and direct the client
Manage upcoming deadlines and events, informing and updating the Producer as needed
Manage Accounts Receivables
Manage Direct Billing with respect to cancellations
Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders, and Certificates of Insurance
Adhere to document retention software documentation guidelines
Perform quality checks and control on insurance policies in their entirety
Where appropriate, make recommendations for additional products/services as well as expanding broker/consultant services to meet client needs
Teamwork
Delegate and manage tasks given to the Account Manager and outsourcing teams as appropriate
Ensure tasks from both the Account Manager and outsourcing team are completed as directed
Ensure Account Manager is performing all tasks as outlined in the MMA AM Job Description
Provide direction and guidance to other members when appropriate
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
Be a role model and mentor both Account Executives and Managers, supporting their training and development
Build and maintain vendor relationships
Negotiate with carriers on cost and program design
Assist in plan recommendations for the client
Coordinate, present, and attend client meetings including, but not limited to:
Mid-year meetings
Renewal meetings
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
Engage in client‑facing meetings as required, either in‑house or offsite
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 with the ability to explain detailed coverage provisions to the client and Account Manager
Design insurance programs for clients based on defined needs
Utilize the agency management system to monitor predefined activities (policies past expiration, aged A/R, SIC codes, etc.)
Identify and address coverage gaps with producer, carrier, and client
Become a subject‑matter expert and resource in areas of interest or technical capability
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, 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
Experience in client‑facing roles, primary presenter of new‑business and renewal presentations, strategy meetings, claims reviews, mid‑year reviews, etc.
Ability to interact with, support, collaborate with, and direct employees in a variety of subordinate, peer, and superior employee roles
Ability to speak professionally and comfortably in front of others
Willingness to work beyond scheduled hours by monitoring e‑mail activity and answering important e‑mails and calls after hours and on weekends when necessary
Maintain and exhibit a positive, professional attitude in all job performance, treating clients, prospects, and agency employees with courtesy and respect, maintaining composure at all times, conforming to the organizational chart on all personnel matters, and contributing to a company team approach toward meeting agency goals and providing excellent client services
Represent the agency in a competent, professional manner, wearing appropriate business attire for all client events or meetings unless otherwise advised by the client
Ability to travel to meet client service needs when necessary
Benefits & Culture 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, 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 .
#J-18808-Ljbffr
JOB TYPE: FLSA Exempt
ESSENTIAL DUTIES & RESPONSIBILITIES Documentation
Acts as a main point of contact with the Producer
Initiate correspondence with the marketplace
Function as a main contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program
Maintain positive client relationship and have the ability to analyze situations, make proactive decisions, and manage the follow-through
Demonstrate a strong consultative ability to instruct and direct the client
Manage upcoming deadlines and events, informing and updating the Producer as needed
Manage Accounts Receivables
Manage Direct Billing with respect to cancellations
Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders, and Certificates of Insurance
Adhere to document retention software documentation guidelines
Perform quality checks and control on insurance policies in their entirety
Where appropriate, make recommendations for additional products/services as well as expanding broker/consultant services to meet client needs
Teamwork
Delegate and manage tasks given to the Account Manager and outsourcing teams as appropriate
Ensure tasks from both the Account Manager and outsourcing team are completed as directed
Ensure Account Manager is performing all tasks as outlined in the MMA AM Job Description
Provide direction and guidance to other members when appropriate
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
Be a role model and mentor both Account Executives and Managers, supporting their training and development
Build and maintain vendor relationships
Negotiate with carriers on cost and program design
Assist in plan recommendations for the client
Coordinate, present, and attend client meetings including, but not limited to:
Mid-year meetings
Renewal meetings
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
Engage in client‑facing meetings as required, either in‑house or offsite
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 with the ability to explain detailed coverage provisions to the client and Account Manager
Design insurance programs for clients based on defined needs
Utilize the agency management system to monitor predefined activities (policies past expiration, aged A/R, SIC codes, etc.)
Identify and address coverage gaps with producer, carrier, and client
Become a subject‑matter expert and resource in areas of interest or technical capability
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, 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
Experience in client‑facing roles, primary presenter of new‑business and renewal presentations, strategy meetings, claims reviews, mid‑year reviews, etc.
Ability to interact with, support, collaborate with, and direct employees in a variety of subordinate, peer, and superior employee roles
Ability to speak professionally and comfortably in front of others
Willingness to work beyond scheduled hours by monitoring e‑mail activity and answering important e‑mails and calls after hours and on weekends when necessary
Maintain and exhibit a positive, professional attitude in all job performance, treating clients, prospects, and agency employees with courtesy and respect, maintaining composure at all times, conforming to the organizational chart on all personnel matters, and contributing to a company team approach toward meeting agency goals and providing excellent client services
Represent the agency in a competent, professional manner, wearing appropriate business attire for all client events or meetings unless otherwise advised by the client
Ability to travel to meet client service needs when necessary
Benefits & Culture 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, 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 .
#J-18808-Ljbffr