Marsh McLennan Agency
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Private Client Account Executive
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Marsh McLennan Agency JOB TITLE: Private Client Account Executive JOB TYPE: FLSA Exempt
Essential Duties & Responsibilities
Documentation
Process documents necessary to maintain the Client Insurance Program, utilizing agency management system. These duties include but are not limited to:
Act as the primary contact with the Producer and/or Client.
New Business placement and cross selling is conducted as needed to maintain client’s insurance program.
Initiate correspondence with the marketplace.
Function as the primary contact with all companies to ensure proper processing of all requests necessary to effectively maintain the client’s insurance program.
Maintain positive client relationships and have the ability to analyze situations, make proactive decisions and follow through.
Prepare and obtain pre renewal updates for all clients.
Create Acord applications, including Supplementals, as needed, for submissions to carriers.
Utilize carrier websites and/or Silverplume as appropriate to price policies
Prepare Proposals or Summaries for renewal terms
Issue Acord Insurance Binders for renewal terms if policies are not delivered to clients prior to renewal
Initiate Premium payment requests
Prepare policies for delivery to client
Identify and resolve Accounting discrepancies
Create requests for changes to client’s coverages
Manage Accounts Receivables
Manage Direct Billing with respect to Cancellations
Process mail and phone requests on daily basis
Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Evidences of Insurance
Adhere to document retention software documentation guidelines
Check all insurance policies in their entirety
In absence of more senior team members, provide direction and guidance to other team members when appropriate
Consultative ability to instruct and direct the client as appropriate to meet client needs
Teamwork
Function as team member of the Agency Workforce to ensure superior service to all MMA Clients.
Delegate tasks to Account Manager, as appropriate
Delegate tasks to 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 Account Manager Job Description
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 mentor to the Account Manager, being an integral part of their training
Provide direction and guidance to other team members when appropriate
Build and maintain carrier and broker 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 coordinating materials used in meetings (with demonstrated meeting purpose), with or without Producer as necessary
Technical Expertise
Demonstrate the technical expertise to assist in maintaining the Client Insurance Program.
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
Become proficient using premium analysis software
Stay up to date on carrier plans and websites
Utilize carrier online rating programs as necessary
Negotiate with carriers on cost and program design
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
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: Louisiana P&C Agent
Education: Bachelor’s Degree, preferred
Minimum of 2-4 years of Private Client Account Executive Experience preferred
Obtain relevant insurance designations. If no designations, then 6 years of experience as an Account Executive preferred
Demonstrate 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 ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
Demonstrated experience in client facing roles and routine client contact
Ability to interact with and direct employees in various roles
Ability to speak professionally in front of others
Willingness to work to meet client needs beyond scheduled hours, including after hours and weekends when necessary
Maintain a positive, professional attitude and treat clients and colleagues with respect
Represent the agency in a competent, professional manner and appropriate business attire for client events
Ability to travel to meet client service needs when 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: Marsh MMA careers
Location: New Orleans, LA
#J-18808-Ljbffr
Private Client Account Executive
role at
Marsh McLennan Agency JOB TITLE: Private Client Account Executive JOB TYPE: FLSA Exempt
Essential Duties & Responsibilities
Documentation
Process documents necessary to maintain the Client Insurance Program, utilizing agency management system. These duties include but are not limited to:
Act as the primary contact with the Producer and/or Client.
New Business placement and cross selling is conducted as needed to maintain client’s insurance program.
Initiate correspondence with the marketplace.
Function as the primary contact with all companies to ensure proper processing of all requests necessary to effectively maintain the client’s insurance program.
Maintain positive client relationships and have the ability to analyze situations, make proactive decisions and follow through.
Prepare and obtain pre renewal updates for all clients.
Create Acord applications, including Supplementals, as needed, for submissions to carriers.
Utilize carrier websites and/or Silverplume as appropriate to price policies
Prepare Proposals or Summaries for renewal terms
Issue Acord Insurance Binders for renewal terms if policies are not delivered to clients prior to renewal
Initiate Premium payment requests
Prepare policies for delivery to client
Identify and resolve Accounting discrepancies
Create requests for changes to client’s coverages
Manage Accounts Receivables
Manage Direct Billing with respect to Cancellations
Process mail and phone requests on daily basis
Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Evidences of Insurance
Adhere to document retention software documentation guidelines
Check all insurance policies in their entirety
In absence of more senior team members, provide direction and guidance to other team members when appropriate
Consultative ability to instruct and direct the client as appropriate to meet client needs
Teamwork
Function as team member of the Agency Workforce to ensure superior service to all MMA Clients.
Delegate tasks to Account Manager, as appropriate
Delegate tasks to 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 Account Manager Job Description
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 mentor to the Account Manager, being an integral part of their training
Provide direction and guidance to other team members when appropriate
Build and maintain carrier and broker 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 coordinating materials used in meetings (with demonstrated meeting purpose), with or without Producer as necessary
Technical Expertise
Demonstrate the technical expertise to assist in maintaining the Client Insurance Program.
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
Become proficient using premium analysis software
Stay up to date on carrier plans and websites
Utilize carrier online rating programs as necessary
Negotiate with carriers on cost and program design
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
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: Louisiana P&C Agent
Education: Bachelor’s Degree, preferred
Minimum of 2-4 years of Private Client Account Executive Experience preferred
Obtain relevant insurance designations. If no designations, then 6 years of experience as an Account Executive preferred
Demonstrate 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 ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
Demonstrated experience in client facing roles and routine client contact
Ability to interact with and direct employees in various roles
Ability to speak professionally in front of others
Willingness to work to meet client needs beyond scheduled hours, including after hours and weekends when necessary
Maintain a positive, professional attitude and treat clients and colleagues with respect
Represent the agency in a competent, professional manner and appropriate business attire for client events
Ability to travel to meet client service needs when 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: Marsh MMA careers
Location: New Orleans, LA
#J-18808-Ljbffr