Senior Account Manager

Marsh McLennan•Keller, TX

12d•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Business Insurance Senior Account Manager to manage a high-profile, complex book of business that generates substantial revenue and is critical to company operations. MMA provides business insurance, employee health and benefits, retirement, and private client insurance solutions. The role combines client relationship management, account servicing, renewal coordination, marketing, and team leadership. The Senior Account Manager builds and maintains client and carrier relationships and leads service activities for assigned accounts. The role coordinates internal and external partners to ensure new and renewal business is handled accurately and on time, identifies cross-sell opportunities, supports clients through renewals and implementation, maintains account records in client management systems, and mentors team members. The position also requires staying current on available products and legislative changes through seminars, classes, and carrier meetings.

Requirements

Five years of relevant insurance industry experience.
Current 220 license.
Strong client relationship skills, including the ability to build and maintain positive relationships with clients and market contacts.
Excellent communication skills and service orientation.
Cooperative nature and tactfulness in resolving client and company problems.
Ability to provide direction, constructive feedback, development, and training; motivate others to maximize productivity and team morale.
Proficiency in basic computer applications, such as Microsoft Office Suite.

Responsibilities

Build and maintain key client and carrier relationships by phone, email, and in person.
Execute comprehensive client service plans that address assigned clients’ business needs and risk management goals.
Lead client service team activities related to administration, billing, claims issues, and problem solving.
Coordinate internal and external activities so new and renewal accounts are handled in a timely, accurate, and professional manner.
Seek cross-sell opportunities and suggest new lines of coverage.
Monitor and manage the renewal process for assigned clients.
Coordinate renewal meetings with clients and/or Producers, present renewal information and supporting documents, and obtain renewal acceptance or commitment to explore alternatives in the market.
Lead marketing for smaller, less complex accounts.
Prepare marketing information for smaller or less complex accounts for Producers or clients.
Provide information to Producers and participate in presenting options to clients.
Manage implementation and prepare and deliver applicable forms to clients.
Develop plans with Producers for relationship management meetings and visits with assigned clients.
Use client management systems to update written or renewed policies, log activities, document meetings and carrier follow-up, record service issues, establish follow-up dates, manage follow-up, and find information to assist clients.
Attend seminars, classes, and carrier meetings to learn about new products and legislative changes.
Mentor team members.
Perform other duties and responsibilities as requested by management.