Senior Commercial Account Executive

Company:Marsh McLennan AgencyJob Title:

Senior Commercial Account ExecutiveJob Type:

FLSA ExemptEssential Duties & Responsibilities:

DocumentationManage the Client Insurance Program, utilizing agency management system.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 relationship and have the ability to analyze situations, make proactive decisions and manage the follow-through.Demonstrate a strong consultative ability to instruct and direct the client.Manage Accounts Receivables and Direct Billing with respect to Cancellations.Responsible for ensuring 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 and proposals for renewal terms.Issue Acord Insurance Binders for renewal terms.Prepare Schedules of Insurance for delivery to client.Process Policy Audits and Monthly Reports.Identify and resolve Accounting discrepancies.Create requests for changes to client's coverages.Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance.Perform Quality check and control on insurance policies in their entirety.Make recommendations for additional products/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.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.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 and clients as needed.Stay up to date on carrier plans and websites.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.Requirements:

Licensed: Texas P&C Agent.Education: Bachelor's Degree, preferred.5-7 years of Account Executive experience preferred.Minimum of 7-10 years of midmarket Commercial Account Executive experience preferred.CIC & CRM, or CPCU required.Demonstrated ability to meet and exceed objectives through effective delegation and account management.Proficient at Word, Excel, and current internet technologies.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.

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