Commercial Account Executive

Marsh • San Antonio, TX

3d

About The Position

The Commercial Account Executive manages client insurance programs using the agency management system, handling larger and more complex accounts than an Associate Account Executive. The role serves as a point of contact for producers, clients, vendors, and the insurance marketplace; maintains positive client relationships; and increasingly provides consultative guidance to clients. The account executive manages deadlines, renewals, accounts receivable, and direct-billing cancellations, and ensures that required servicing and policy documentation is completed, either directly or through delegated account managers and external resources.

The position contributes to the Client Services team by delegating and monitoring work, supporting account-manager training and development, coordinating outsourcing resources, and helping ensure high-quality client service. It also calls for technical insurance expertise, including reviewing quotes, interpreting coverage and certificate requirements, communicating with clients and carriers, designing insurance programs around client needs, identifying coverage gaps, and developing subject-matter expertise.

Requirements

• Texas Property and Casualty agent license preferred.
• Bachelor’s degree preferred.
• At least five years of midmarket Commercial Account Manager experience preferred.
• Completion of CIC and CRM preferred.
• Ability to multitask and prioritize work.
• Willingness to work beyond scheduled hours to meet client needs.
• Proficiency with Word, Excel, and current internet technologies.
• Proactive work style; able to complete tasks without being asked or reminded.
• Ability to learn, analyze, and comprehend commercial lines of insurance.
• Ability to serve clients effectively through problem-solving, appropriate confidentiality, diplomacy, sensitivity, and tact.
• Track record of interacting with, meeting with, and partnering with assigned clients through routine phone and email contact and periodic meetings and planning sessions.

Nice To Haves

• Texas Property and Casualty agent license.
• Bachelor’s degree.
• At least five years of midmarket Commercial Account Manager experience.
• Completion of CIC and CRM.

Responsibilities

• Manage client insurance programs through the agency management system, including larger and more complex accounts.
• Serve as a point of contact for producers; initiate correspondence with the insurance marketplace; and coordinate with vendors to process requests.
• Maintain positive client relationships, analyze situations, make reasonable decisions, and follow through; begin providing consultative instruction and guidance to clients.
• Manage upcoming deadlines and events, updating and informing the Producer as needed.
• Manage accounts receivable and direct billing related to cancellations.
• Ensure preparation of Acord applications and supplemental applications, COPE spreadsheets, loss summaries, renewal proposals, renewal binders, premium finance requests, schedules of insurance, and client policy deliveries.
• Ensure processing of policy audits and monthly reports, identification and resolution of accounting discrepancies, requests for coverage changes, and daily mail and phone requests.
• Prepare renewal documents, including insurance proposals, Acord insurance binders, and certificates of insurance.
• Follow document-retention software guidelines and perform quality checks on insurance policies in their entirety.
• Provide direction and guidance to other team members when appropriate in the absence of more senior team members.
• Work as part of the Client Services team to provide service to Marsh Agency clients.
• Delegate tasks to account managers and outsourcing teams, ensure assigned work is completed, and monitor account-manager responsibilities and outsourcing-team quality.
• Treat clients, prospects, and company employees with courtesy and respect, and contribute to team goals and excellent client service.
• Support account-manager training and professional growth.
• Analyze insurance quotes and make recommendations; interpret insurance contract requirements for certificates; and communicate with carriers and clients as needed.
• Attend client-facing meetings in-house or offsite as required.
• Become proficient in premium-analysis software and use carrier online rating programs as necessary.
• Maintain knowledge of policy forms and endorsements and explain coverage provisions to clients and account managers.
• Design client insurance programs based on defined needs and use the agency management system to monitor activities such as policy expirations, aged receivables, and SIC codes.
• Identify and address coverage gaps with the Producer, carrier, and client, and develop subject-matter expertise in an area of interest or technical capability.

Benefits

• Competitive salaries and comprehensive benefits and programs, including health and welfare benefits, tuition assistance, a 401(k), an employee assistance program, career mobility, employee network groups, and volunteer opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level