Commercial Sr Account Executive
Commercial Sr Account Executive
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Job Description
Company:
Marsh McLennan AgencyDescription:
JOB TITLE: Senior Commercial Account Executive
JOB TYPE: FLSA Exempt
ESSENTIAL DUTIES & RESPONSIBILITIES:
Documentation
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 clients insurance program
- Maintain positive client relationship and have the ability to analyze situations make proactive decisions and manage the followthrough.
- 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
- 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 Midyear and Renewal Meetings
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 inhouse 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 predefined 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
- Education: Bachelors 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
- Demonstrate track record of interacting with meeting with and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone email and periodic meetings and planning sessions.
- Demonstrated experience in client facing roles i.e. primary presenter of Client new business presentations and renewal presentations strategy meetings claims reviews midyear 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 to meet client needs beyond scheduled hours by watching email activity and answering important emails and calls after hours and on weekends when necessary
- Maintain and exhibit a positive professional attitude in the performance of your job treat clients prospects and agency employees with courtesy and respect ability to maintain composure at all times conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services.
- Represent the agency in a competent professional manner 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
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/careers.
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Required Experience:
Senior IC
Employment Type
Full-Time
