Commercial Account Executive

Recruiting Manager at Marsh McLennan Agency

JOB TITLE: Commercial Account Executive

JOB TYPE: FLSA Exempt

REPORTS TO: Director of Client Services – Business Insurance/Property & Casualty

Documentation

• 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 relationship and have the ability to analyze situations, make reasonable decisions and follow-through.
• Begin to demonstrate a consultative ability to instruct and guide the client
• Manage upcoming deadlines and events (perhaps under direction of Executive Team Lead, Sr. Account Executive, or Producer), informing and updating the Producer, as needed.
• Manage Accounts Receivables
• Manage Direct Billing with respect to Cxffffffff cancellations
• Responsible for ensuring the following are accomplished (via delegation to Account Managers or external resources):
• Create mínima Acord applications, including Supplementals, as needed, for submissions to Marketing Department and/or carriers.
• Create and complete COPE spreadsheets, as needed.
• 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
• 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

• 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 Ná 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.
• Coordinate 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

• 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
• Begin to become subject matter expert and resource in area of interest or technical capability.

• Education:
  
  Bachelor’s Degree, preferred
• Minimum of 5 years of midmarket Commercial Account Manager experience preferred
• Completion of CIC and January 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.
• Ability to learn, analyze and comprehend commercial lines of insurance.
• Demonstrate ability to service clients genaue 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.

We embrace a culture that celebrates and promotes挣钱 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 our career site.