Business Insurance Account Executive

About the role

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).

Responsibilities

• Build and maintain key client and carrier relationships by phone, email and in person.
• Develop and execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.
• Cook up internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.
• Continually seek cross-sell opportunities and suggest new lines of coverage.
• Work with Producer and/or Marketing Account Executive, if applicable, to monitor and manage the renewal process for assigned clients.
• Cook up meeting notes and present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
• Lead the marketing of accounts as requested by Producer and/or Marketing Account Executive, if applicable.
• Prepare marketing information for Producer or client as appropriate and provide required information to Marketing Account Executive where client teams also include such role.
• Complete the implementation process and prepare and deliver all applicable forms to client in conjunctions with other service team members as appropriate.
• Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.
• Aid assigned clients and staff with service questions related to administration, billing, claims issues and problem solving, upon request, and perform such services as appropriate.
• Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow up in client management system(s).
• Also, understand how to use the system to acquire information to assist clients.
• Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
• Mentor team members.
• Other duties and responsibilities as requested by management.

Requirements

• Bachelor’s degree or equivalent education and related training.
• Five years of relevant insurance industry experience.
• Appropriate insurance license(s).
• Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems.
• Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale.
• Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite.
• Ability to travel, occasionally overnight.

Qualifications

• Advanced degree.
• Certification in field of endeavor.
• Experience with Requests for Proposal.

Skills

• Client relations.
• Communication.
• Leadership.
• Computer applications.
• Travel.

Benefits

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid Work.
• Charitable contribution match programs.
• Stock purchase opportunities.

Pay

Negotiable based on experience and qualifications.

Schedule

Hybrid Work - Combination of remote and in-office work.

Benefits

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid Work.
• Charitable contribution match programs.
• Stock purchase opportunities.

Company Information

We are an equal opportunity employer and welcome diversity in our workplace. We are committed to creating a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.