Associate Account Executive - Commercial Entertainment Insurance

Marsh McLennan•Van Nuys, CA

About The Position

The Associate Account Executive (AAE) on the Commercial Entertainment team provides high-quality customer service, supports cross-selling within the existing book of business, and serves as the day-to-day liaison between insurance companies and designated accounts. The AAE helps manage client relationships with business managers and individual customers, and handles or directs inside service work for client accounts. The role includes addressing coverage issues, analyzing contracts and exposures, answering routine coverage questions, solving problems, managing renewal controls, preparing proposals, and checking and binding policies. The AAE oversees renewal and account-management processes and ensures Standard Operating Guidelines are followed for insurance transactions. The position also informs the Producer about strategic account issues, claims, and other potential problems. The role is with Momentous Insurance, A Marsh McLennan Agency, within its Commercial Entertainment department. The position is full time and exempt. The posting includes two different salary ranges: $82,600–$132,400 and $64,700–$120,400; it also says the position may be eligible for performance-based incentives. Applications are accepted until November 3, 2027.

Requirements

High school diploma required.
Experience in all areas of commercial entertainment insurance.
Able to build and maintain constructive, effective client relationships and meet or exceed client expectations.
Able to communicate consistently, accurately, and in a timely manner with clients.
Able to respond to client inquiries and issues within 24 hours.
Able to assist with service and claims issues and questions.
Able to assist with or independently design insurance plans and coverage solutions.
Able to inform and educate clients about coverage, exclusions, exposures, and coverage gaps.
Able to review policies and related documentation using Standard Operating Guideline checklists.
Able to maintain accurate agency files and document client communications.

Nice To Haves

College degree preferred.
Current California Department of Insurance license.
Four to seven years of experience.
Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
Experience with an agency management system; Applied EPIC experience preferred.

Responsibilities

Provide high-quality service to customers and cross-sell within the existing book of business.
Serve as the day-to-day liaison between insurance companies and designated accounts.
Help manage client relationships with business managers and individual customers.
Address coverage issues and conduct contract and exposure analysis.
Handle or direct inside service work, including endorsements, routine coverage questions, problem-solving, renewal control, formal proposals, and policy checking and binding.
Inform the Producer about strategic account issues, claims, and other potential problems.
Oversee renewal and account-management processes and ensure Standard Operating Guidelines are followed for insurance transactions.
Build and maintain effective client relationships and meet or exceed client expectations.
Communicate consistently, accurately, and promptly with clients through email, phone, and meetings; respond to inquiries and issues within 24 hours.
Resolve or assist with service and claims questions and issues.
Assist in designing or independently design insurance plans and coverage solutions for clients.
Assist clients with appropriate coverage changes and educate them about coverage, exclusions, exposures, coverage gaps, stewardship programs, and other relevant information.
Attend face-to-face client meetings as needed to review reports, make presentations, and maintain relationships.
Monitor client satisfaction at least quarterly and report findings or issues to the account Producer.
Cross-sell or refer new-business leads to appropriate departments.
Stay current on carrier websites, carrier communications, coverage options, and billing procedures.
Quote new-business and renewal options to clients, including available coverage and limit alternatives.
Review and check policies and related documents against Standard Operating Guideline checklists, including proposals, applications, letters, invoices, summaries of insurance, certificates, evidence of insurance, and binders.
Assist with managing accounts receivable for the book of business.
Maintain accurate agency Applied EPIC files and document client conversations in emails and notes.