Centralized Marketing Unit – Account Executive
ESSENTIAL DUTIES & RESPONSIBILITIES:
Process RFP submissions & marketing of new and renewal business necessary to maintain Client Insurance Program. Duties include but are not limited to:
- Scrubbing intake forms for appropriate documentation
- Prepare case submissions (RFP)
- Create, complete or review marketing spreadsheets
- Analyze coverage comparisons and insurance quotes
- Prepare internal underwritings submission for renewal business
- Serve as the liaison between the service team and insurance carriers
- Collaborate with service team on developing a renewal timeline
- Maintain RFP/Marketing Timeline
- Update agency recordkeeping system with current policy information
Teamwork
Function as team member of the centralized marketing unit to ensure superior service to all MMA service team members and clients
These activities include but are not limited to:
- Attend meetings with service team as appropriate
- Attend marketing meetings with insurance carriers as appropriate
- Work within centralized marketing unit on new and renewal submission completion
- Work within centralized marketing unit on market strategy for accounts
- Work with other marketing personnel on market strategies
- Communicate between carriers, service team, and producer as to the status of the marketing process and daily correspondence
- Work on company relationships/communication as needed
- Provide a resource to producers/service team on market conditions or market availability and status of new and renewal proposals as needed
- Treat clients, prospects, and company employees with courtesy and respect.
- Contribute to a team approach toward meeting goals and providing excellent client service.
- Demonstrate cooperation and effective communication with clients, vendors and co-workers.
- Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
Technical Expertise
Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. Duties include but are not limited to:
- Analyze insurance quotes and make recommendations of terms and conditions for medical coverages in middle market
- Communicate and negotiate with insurance carriers
- Utilize carrier online rating programs as necessary.
- Understand the current insurance market
- Stay current on which companies are writing which industry classes
- Maintain and develop knowledge of policy forms and endorsements
- Identify and address any coverage gaps within the unit
REQUIREMENTS:
- Licensed: Texas L&H Agent or able to obtain Texas L&H license
- Minimum of 5 years of Employee Benefits Experience preferred
- Demonstrate ability to multi-task and prioritize work
- Proficient at BenefitPoint, ImageRight, and SmartSheet preferred
- Word, Excel, and current internet technologies.
- Demonstrate proactive work style - Does not have to be asked or reminded of tasks.
- Ability to learn, analyze and comprehend employee benefits lines of insurance.
- Demonstrate ability to assist colleagues in the service of clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
- Willing to work overtime due to cyclical nature of business if necessary
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: .