Senior Account Executive - Personal Lines Insurance

Marsh & McLennan Companies • Van Nuys, CA

122d • $60,000 - $128,000 • Hybrid

About The Position

As our Senior Account Executive on the Personal 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 Personal 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.

Requirements

• High school diploma is required.
• 5-10 years of experience in Personal Lines insurance.
• Current California Department of Insurance License preferred.
• Proficient in MS Office Suite (Word, Excel, Outlook).

Nice To Haves

• College Degree preferred.

Responsibilities

• 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 touch' 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
• Employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED