Marsh McLennan Agency
Job Title
Senior Commercial Account Executive Employer
Marsh McLennan Agency Job Type
FLSA Exempt Overview
The Senior Commercial Account Executive manages the Client Insurance Program for larger and more complex accounts. Responsibilities include acting as the main contact with producers and vendors, maintaining client relationships, and guiding account teams to ensure high-quality service and coverage aligned with client needs. Essential Duties & Responsibilities
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 relationships, analyze situations, make proactive decisions, and manage 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 Ensure 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 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 Adhere to document retention software documentation guidelines Manage Perform Quality check and control on insurance policies in their entirety Where appropriate, make recommendations for additional products/services and expanding broker/consultant services as appropriate to meet client needs Teamwork
Function as a team member of the Client Services team to ensure superior service to all MMA Clients Delegate and manage tasks given to the Account Manager and outsourcing teams Ensure Account Manager is performing tasks as outlined 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 Mentor Account Executives and Managers in 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: mid-year and renewal meetings with required visits Technical Expertise
Analyze insurance quotes and make recommendations Comprehend and interpret Insurance Contract requirements for Certificates Communicate with insurance carriers and clients Attend client-facing meetings as required 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 and explain coverage provisions Design insurance programs based on defined needs Use 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 in area of interest or technical capability Requirements
Licensed: Texas P&C Agent Education: Bachelor’s Degree, preferred Internal: 5-7 years of Account Executive experience preferred External: 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 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 Demonstrate proactive work style Ability to learn, analyze and comprehend commercial lines of insurance Demonstrate problem solving, confidentiality, diplomacy, and tact in servicing clients Demonstrated client-facing experience with routine contact by phone, e-mail, and meetings Ability to interact with and lead teams across subordinate, peer, and superior roles Professional communication and presentation skills Willingness to work beyond hours as needed Maintain a professional attitude and respect in all interactions Ability to travel to meet client service needs when necessary We embrace a culture that celebrates diverse backgrounds and perspectives. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits. For more information, please visit the company careers page. Location
Houston, TX Salary
Noted ranges in listing: $80,000 - $110,000; $90,000 - $110,000 Job Functions
Sales and Business Development Industries: Insurance End of refined job description.
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Senior Commercial Account Executive Employer
Marsh McLennan Agency Job Type
FLSA Exempt Overview
The Senior Commercial Account Executive manages the Client Insurance Program for larger and more complex accounts. Responsibilities include acting as the main contact with producers and vendors, maintaining client relationships, and guiding account teams to ensure high-quality service and coverage aligned with client needs. Essential Duties & Responsibilities
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 relationships, analyze situations, make proactive decisions, and manage 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 Ensure 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 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 Adhere to document retention software documentation guidelines Manage Perform Quality check and control on insurance policies in their entirety Where appropriate, make recommendations for additional products/services and expanding broker/consultant services as appropriate to meet client needs Teamwork
Function as a team member of the Client Services team to ensure superior service to all MMA Clients Delegate and manage tasks given to the Account Manager and outsourcing teams Ensure Account Manager is performing tasks as outlined 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 Mentor Account Executives and Managers in 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: mid-year and renewal meetings with required visits Technical Expertise
Analyze insurance quotes and make recommendations Comprehend and interpret Insurance Contract requirements for Certificates Communicate with insurance carriers and clients Attend client-facing meetings as required 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 and explain coverage provisions Design insurance programs based on defined needs Use 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 in area of interest or technical capability Requirements
Licensed: Texas P&C Agent Education: Bachelor’s Degree, preferred Internal: 5-7 years of Account Executive experience preferred External: 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 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 Demonstrate proactive work style Ability to learn, analyze and comprehend commercial lines of insurance Demonstrate problem solving, confidentiality, diplomacy, and tact in servicing clients Demonstrated client-facing experience with routine contact by phone, e-mail, and meetings Ability to interact with and lead teams across subordinate, peer, and superior roles Professional communication and presentation skills Willingness to work beyond hours as needed Maintain a professional attitude and respect in all interactions Ability to travel to meet client service needs when necessary We embrace a culture that celebrates diverse backgrounds and perspectives. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits. For more information, please visit the company careers page. Location
Houston, TX Salary
Noted ranges in listing: $80,000 - $110,000; $90,000 - $110,000 Job Functions
Sales and Business Development Industries: Insurance End of refined job description.
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