Associate Account Executive - Personal Lines Insurance

ASSOCIATE ACCOUNT EXECUTIVE

DEPARTMENT: PERSONAL LINES

STATUS: EXEMPT

EMPLOYEE TYPE: FULL TIME

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Account Executive at Momentous Insurance, A Marsh McLennan Agency.

Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and tv insurance, employee health & benefits insurance, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 9,000 colleagues and 170 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).

A day in the life.

As our Associate Account Executive on the Personal Lines team, you’ll be responsible for the following:

The primary function of this position is to provide the highest quality service to customers, and cross sell within the existing book of business. The Associate Account Executive (AAE) will be the day-to-day liaison between the insurance company (MIB) and designated accounts. The AAE will assist in managing the relationships with clients (business managers and/or individual customers).

Daily servicing of customers will include addressing various coverage issues, contract analysis, exposure analysis, handle and/or direct all the inside service work associated with the clients’ accounts, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies.

AAE should have experience in all areas of personal insurance. The AAE will inform the Producer on strategic account issues, claims and other potential problems. The AAE is responsible for overseeing all processes related to renewals, account management as well as insuring Standard Operating Guidelines (SOG’s) are used and followed for all insurance transactions.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• Build and maintain constructive and effective relationships with clients by meeting and exceeding client expectations at all times.
• Provide consistent, accurate, timely and pertinent communication to clients through “constant tough” via emails, phone contact and meetings.
• Respond to client inquiries/issues within a 24-hour timeline.
• Resolve/assist with any service or claims issues/questions.
• Assist in design of or independently design insurance plans for clients think about out-of-the-box solutions.
• Assist clients in making appropriate coverage changes; make each contact a marketing opportunity.
• Attend face-to-face meetings with the clients to review summary reports, make presentations, and to maintain client relationships as often as necessary.
• Inform and educate clients about coverage, exclusions and exposures; gaps in coverage, stewardship programs; and other relevant information.
• Monitor and review client satisfaction at least quarterly; report findings/issues to Producer of the account.
• Cross sell and/or refer new business leads to appropriate departments.
• Know and be up to date on the utilization of carrier websites, carrier communications, new coverage options and billing procedures.
• Quote new business and renewal options to every client to include:
  • Higher limits of liability
  • Higher deductible options
  • Earthquake coverage
  • Earthquake deductible buy back coverage
  • Flood coverage
  • Excess flood coverage
  • Increased mold coverage
  • Identity theft coverage
  • Umbrella or excess liability/excess uninsured/underinsured coverage
  • Employment practices liability/board of directors and officers coverage
  • Inland marine coverage
  • Guaranteed replacement cost
  • Equipment breakdown coverage
  • Enhanced auto coverages

• Review and check policies based on SOG checklists to include proposals, applications, letters, invoicing, summaries of insurance, certificates, evidence of insurance, binders, etc.
• Assist in managing Accounts Receivables for the book.

• Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients, while adhering to all MIB electronic and EPIC procedures.

These additional qualifications are a plus, but not required to apply:

• College Degree preferred (high school diploma is required)
• Current California Department of Insurance License
• 3-7 year of experience
• Proficient MS Office Suite (Word, Excel, Outlook)

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Work environment & physical demands.

• Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.

• Work is performed in a typical interior/office work environment.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA, check us out online: or flip through our recruiting brochure:

Follow us on social media to meet our colleagues and see what makes us tick:

The applicable base salary range for this role is $49,400 to $105,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EEO Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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The applicable base salary range for this role is $54,700 to $101,900.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Applications will be accepted until: December 1, 2026