Sr. Commercial Account Executive

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