Commercial Account Executive

Commercial Account Executive

Marsh McLennan Agency – Fort Worth, TX

Salary: $60,000 – $100,000 per year

• A point of contact with the Producer
• Initiate correspondence with the marketplace
• Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program
• Maintain positive client relationships and analyze situations to make reasonable decisions and follow through
• Demonstrate 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 the marketing department and/or carriers
• Create and complete COPE spreadsheets as needed
• Prepare loss summaries, proposals for renewal terms, and 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 a daily basis
• Perform quality checks and control on insurance policies in their entirety
• In the absence of more senior team members, provide direction and guidance to other members when appropriate

• Delegate tasks to Account Managers and outsourcing teams as appropriate
• Ensure tasks from both Account Manager and outsourcing team are completed as directed
• Ensure Account Manager performs all tasks as outlined in their 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
• Support the training and growth of the Account Manager, being part of their training and development

• 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
• Participate in client‑facing meetings 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 and explain detailed coverage provisions to the client and Account Manager
• Design insurance programs for clients 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
• Begin to become a subject matter expert and resource in area of interest or technical capability

• Licensed:
  Texas P&C Agent preferred
• Education:
  
  Bachelor’s Degree preferred
• Minimum of 5 years of mid‑market commercial account manager experience preferred
• Completion of CIC and CRM preferred
• Demonstrated 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
• Proactive work style – does not need to be asked or reminded of tasks
• Ability to learn, analyze and comprehend commercial lines of insurance
• Demonstrated ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity, and tactfulness
• 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

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, 401(k), employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit