Senior Account Executive - Commercial Lines Insurance

Marsh McLennan•Van Nuys, CA

10d•$84,700 - $180,800

About The Position

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Senior Account Executive at Momentous Insurance, A Marsh McLennan Agency. 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 McLennan (NYSE: MMC). A day in the life. As our Senior Account Executive on the Commercial Lines team, you’ll be responsible for the following: The primary function of this position is to provide the highest quality service to customers, sell new lines of coverage and cross sell within the existing book of business. The Senior Account Executive (SAE) will be the day-to-day liaison between the insurance company (MIB) and designated accounts. The SAE 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. SAE should have experience in all areas of Commercial Lines insurance. The SAE will inform the Producer on strategic account issues, claims and other potential problems. The SAE 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. Our future colleague. We’d love to meet you if your professional track record includes these skills: Build and maintain constructive and effective relationships with clients by meeting and exceeding client expectations at all times. Provide consistent, accurate, timely and pertinent communication to clients through “constant tough” 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 design of or independently design insurance plans for clients . . . think 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 the clients to review summary reports, make presentations, and to maintain client relationships as often as necessary. Inform and educate clients about coverage, exclusions and exposures; gaps in coverage, stewardship programs; and other relevant information. Monitor and review client satisfaction at least quarterly; report findings/issues to Producer of the account.

Requirements

SAE should have experience in all areas of Commercial Lines insurance
College Degree preferred (high school diploma is required)
Current California Department of Insurance License
5-10 years of experience
Proficient MS Office Suite (Word, Excel, Outlook)

Responsibilities

Provide the highest quality service to customers
Sell new lines of coverage and cross sell within the existing book of business
Be the day-to-day liaison between the insurance company (MIB) and designated accounts
Manage and control the relationships with his/her clients (business managers and/or individual customers)
Address 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
Inform the Producer on strategic account issues, claims and other potential problems
Oversee 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
Build and maintain constructive and effective relationships with clients by meeting and exceeding client expectations at all times
Provide consistent, accurate, timely and pertinent communication to clients through “constant tough” 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 design of or independently design insurance plans for clients
Assist clients in making appropriate coverage changes; make each contact a marketing opportunity
Conduct face-to-face meetings with the clients to review summary reports, make presentations, and to maintain client relationships as often as necessary
Inform and educate clients about coverage, exclusions and exposures; gaps in coverage, stewardship programs; and other relevant information
Monitor and review client satisfaction at least quarterly; report findings/issues to Producer of the account

Benefits

Generous time off
Tuition reimbursement and professional development opportunities
Charitable contribution match programs
Stock purchase opportunities
health and welfare benefits
401K savings and other retirement programs as well as employee assistance programs

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