Senior Commercial Account Executive
Marsh McLennan Agency, San Antonio, TX, United States
Manage the Client Insurance Program, utilizing agency management system. Generally manages larger and more complex accounts than the Account Executive. Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to:
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
Responsible for ensuring the following are accomplished (via delegation to Account Manager or external resources):
Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and/or carriers.
Create and complete COPE spreadsheets, as needed.
Prepare Loss Summaries
Prepare proposals for renewal terms
Issue Acord Insurance Binders for renewal terms
Initiate Premium Finance Requests are
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 daily basis
Prepare Acord applications
Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance
Manage Perform Quality check and control on insurance policies in their entirety
Where appropriate, make recommendations for additional products/services as well as expanding broker/consultant services as appropriate to meet client needs
Teamwork Function as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to:
Delegate and manage tasks given to the Account Manager, as well as outsourcing teams, as appropriate.
Ensure tasks from both 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
Seen as a role model and begins to mentor both Account Executives and Managers, support their training and as a part of 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 though not limited to:
Schedule/Participate in Mid-year and Renewal Meetings, including coordinatingmaterials used in meetings (MINIMUM OF 12 visits per year with demonstrated meeting purpose (i.e., pre or post renewal meeting, claims/safety/loss control meeting, gathering information, delivering policies, collecting payments ….etc.), with or without Producer as necessary
Technical Expertise Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:
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
Client facing meeting 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 ability to explain detailed coverage provisions to the client and Account Manager
Design insurance program for client 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
Become subject matter expert and resource in area of interest or technical capability.
REQUIREMENTS:
Licensed: Texas P&C Agent
Minimum of 7-10 years of midmarket Commercial Account Executive experience preferred
CIC & CRM, or CPCU required
If no designation, then 10-15 years of experience as an Account Executive preferred
Demonstrated ability to meet and exceed objectives through effective delegation and account management
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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
Responsible for ensuring the following are accomplished (via delegation to Account Manager or external resources):
Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and/or carriers.
Create and complete COPE spreadsheets, as needed.
Prepare Loss Summaries
Prepare proposals for renewal terms
Issue Acord Insurance Binders for renewal terms
Initiate Premium Finance Requests are
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 daily basis
Prepare Acord applications
Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance
Manage Perform Quality check and control on insurance policies in their entirety
Where appropriate, make recommendations for additional products/services as well as expanding broker/consultant services as appropriate to meet client needs
Teamwork Function as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to:
Delegate and manage tasks given to the Account Manager, as well as outsourcing teams, as appropriate.
Ensure tasks from both 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
Seen as a role model and begins to mentor both Account Executives and Managers, support their training and as a part of 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 though not limited to:
Schedule/Participate in Mid-year and Renewal Meetings, including coordinatingmaterials used in meetings (MINIMUM OF 12 visits per year with demonstrated meeting purpose (i.e., pre or post renewal meeting, claims/safety/loss control meeting, gathering information, delivering policies, collecting payments ….etc.), with or without Producer as necessary
Technical Expertise Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:
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
Client facing meeting 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 ability to explain detailed coverage provisions to the client and Account Manager
Design insurance program for client 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
Become subject matter expert and resource in area of interest or technical capability.
REQUIREMENTS:
Licensed: Texas P&C Agent
Minimum of 7-10 years of midmarket Commercial Account Executive experience preferred
CIC & CRM, or CPCU required
If no designation, then 10-15 years of experience as an Account Executive preferred
Demonstrated ability to meet and exceed objectives through effective delegation and account management
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