Senior Private Client Account Executive

Responsibilities Process documents necessary to maintain the Client Insurance Program, utilizing the agency management system. Act as the primary contact with the Producer and/or Client. Conduct new business placement and cross‑selling as needed to maintain client’s insurance program. Initiate correspondence with the marketplace. Serve as the primary contact with all companies to ensure proper processing of all requests necessary to effectively maintain the client’s insurance program. Maintain positive client relationships and have the ability to analyze situations, make proactive decisions and follow through. Prepare and obtain pre‑renewal updates for all clients. Create Acord applications, including supplementals, as needed, for submissions to carriers. Utilize carrier websites and/or Silverplume to price policies. Prepare proposals or summaries for renewal terms. Issue Acord Insurance Binders for renewal terms if policies are not delivered to clients prior to renewal. Prepare policies for delivery to client. Identify and resolve accounting discrepancies. Create requests for changes to client’s coverages. Manage accounts receivables. Manage direct billing with respect to cancellations. Process mail and phone requests on a daily basis. Prepare documents for renewal terms, including insurance proposals, Acord insurance binders, and evidences of insurance. Check all insurance policies in their entirety. In the absence of more senior team members, provide direction and guidance to other team members when appropriate. Consultatively instruct and direct the client as appropriate to meet client needs. Coordinate, present and attend client meetings including, though not limited to: schedule/participate in mid‑year and renewal meetings, including coordinating materials used in meetings (with demonstrated meeting purpose such as pre or post‑renewal meeting, claims/loss‑control meeting, gathering information, delivering policies, collecting payments, etc.), with or without Producer as necessary. Teamwork Delegate tasks to outsourcing teams, as appropriate. Ensure tasks from outsourcing team are completed as directed. 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. Be a mentor to the account manager, being an integral part of their training. Provide direction and guidance to other team members when appropriate. Build and maintain carrier and broker relationships. Negotiate with carriers on cost and program design. Assist in plan recommendations for the client. Technical Expertise Obtain insurance designations of CIC, CPRM, CPRIA or equivalent. 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 off‑site. Become proficient using premium analysis software. Stay up to date on carrier plans and websites. Utilize carrier online rating programs as necessary. Negotiate with carriers on cost and program design. Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client. Design insurance program for client based on defined needs. Utilize the agency management system to monitor pre‑defined activities (policies past expiration, aged A/R, 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. Education: Bachelor’s Degree, preferred. Minimum of 2‑4 years of private client account executive experience preferred. Participating in CIC, CPCU, or CPRM (or comparable designation); if no designations, then 7 years of experience as an account executive 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. Ability to learn, analyze and comprehend commercial lines of insurance. 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. Demonstrated experience in client‑facing roles, i.e., primary presenter of client new business presentations and renewal presentations, strategy meetings, claims reviews, mid‑year reviews, etc. Ability to interact with, support, collaborate with and direct employees in a variety of subordinate, peer and superior employee roles. Ability to speak professionally and comfortably in front of others. Maintain a positive, professional attitude in the performance of your job, treat clients, prospects and agency employees with courtesy and respect, maintain composure at all times, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services. Represent the agency in a competent, professional manner, appropriate business attire for all client events or meetings unless otherwise advised by the client. Ability to travel to meet client service needs when necessary. Benefits 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 us at: #J-18808-Ljbffr Marsh McLennan Agency