Sales Executive - Personal Lines Insurance

Marsh McLennan•Van Nuys, CA

6d•Hybrid

About The Position

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). As our Sales Executive on the Personal Lines team, you’ll be responsible for the highest quality service to customers, selling new lines of coverage and cross-selling within the existing book of business. The Sales Executive (SE) will be the day-to-day liaison between the insurance company (MIB) and designated accounts. The SE will manage and control the relationships with his/her 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. SE should have experience in all areas of Personal Lines insurance. The SE will inform the Producer on strategic account issues, claims and other potential problems. The SE is responsible for overseeing all processes related to renewals, account management and new business development as well as insuring Standard Operating Guidelines (SOG’s) are used and followed for all insurance transactions.

Requirements

Experience in all areas of Personal Lines insurance.
High school diploma is required.
Proficient MS Office Suite (Word, Excel, Outlook).

Nice To Haves

College Degree preferred.
Current California Department of Insurance License.
3-7 years of experience.

Responsibilities

Provide the highest quality service to customers.
Sell new lines of coverage and cross sell within the existing book of business.
Act as the day-to-day liaison between the insurance company (MIB) and designated accounts.
Manage and control the relationships with clients (business managers and/or individual customers).
Daily servicing of customers including addressing coverage issues, contract analysis, and exposure analysis.
Handle and/or direct inside service work associated with clients’ accounts, including endorsement activity, coverage questions, problem-solving, renewal control, proposal preparation, and policy checking and binding.
Oversee all processes related to renewals, account management, and new business development.
Ensure Standard Operating Guidelines (SOG’s) are used and followed for all insurance transactions.
Inform the Producer on strategic account issues, claims, and other potential problems.
Build and maintain constructive and effective relationships with clients by meeting and exceeding client expectations.
Provide consistent, accurate, timely, and pertinent communication to clients 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 the design of or independently design insurance plans for clients, thinking about out-of-the-box solutions.
Assist clients in making appropriate coverage changes; make each contact a marketing opportunity.
Conduct face-to-face meetings with clients to review summary reports, make presentations, and maintain client relationships.
Inform and educate clients about coverage, exclusions, exposures, gaps in coverage, stewardship programs, and other relevant information.
Monitor and review client satisfaction at least quarterly; report findings/issues to the Producer of the account.