Commercial Account Executive

ESSENTIAL DUTIES & RESPONSIBILITIES

• Manage the Client Insurance Program, utilizing agency management system.
• Initiate correspondence with the marketplace.
• Act as a contact with vendors to ensure proper processing of requests.
• Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through.
• Demonstrate a consultative ability to instruct and guide the client.
• Manage upcoming deadlines and events, informing and updating the Producer, as needed.
• Manage Accounts Receivables.
• Manage Direct Billing with respect to Cancellations.
• 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.
• Perform Quality check and control on insurance policies in their entirety.
• In absence of more senior team members, provide direction and guidance to other members when appropriate.

TEAMWORK

• Function as team member of the Client Services team to ensure superior service to all MMA Clients.
• Delegate tasks to Account Managers, 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 Assistant Account Manager or 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.
• Cook up and monitor usage and quality of outsourcing teams.
• Support the training and growth of the Account Manager, being a part of their training and development.

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.
• 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 pre-defined 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 preferred.
• Education: Bachelor’s Degree, preferred.
• Minimum of 5 years of midmarket Commercial Account Manager experience preferred.
• Completion of CIC and CRM 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 - Does not have to be asked or reminded of tasks.
• 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, e-mail and periodic meetings and planning sessions.

COMPENSATION AND BENEFITS

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.com/careers.