Commercial Sr. Account Executive II

Marsh McLennan•Dallas, TX

2d•Hybrid

About The Position

The Senior Commercial Account Executive II is an experienced professional responsible for overseeing and directing the Client Insurance Program for assigned accounts, often managing larger and more complex accounts than a standard Sr. Account Executive. This role involves high-level discussions with clients and vendors, either independently or with a Producer. Key duties include acting as a primary point of contact, initiating correspondence with the marketplace, serving as a principal contact with vendors, maintaining positive client relationships, analyzing situations, making proactive decisions, and providing strong guidance to clients. The role also involves managing upcoming deadlines, accounts receivables, and direct billing. Responsibilities include ensuring tasks such as creating applications, preparing loss summaries and proposals, issuing binders, processing audits, resolving discrepancies, and identifying coverage gaps are accomplished, often through delegation to Account Managers or external resources. The Senior Commercial Account Executive II is expected to function as a team member, delegate and manage tasks, oversee the performance of the Account Team, provide direction, and build a team culture focused on meeting goals and providing excellent client service. They are also responsible for mentoring Account Managers and other Account Executives, building vendor relationships, negotiating with carriers, and providing consultation and plan recommendations. This role requires coordinating, presenting, and attending client meetings, often leading them without Producer involvement. Technical expertise in analyzing insurance quotes, interpreting contract requirements, communicating with carriers and clients, and designing insurance programs is essential. The role requires proficiency in agency management systems and premium analysis software, as well as staying updated on policy forms and endorsements.

Requirements

Licensed: Texas P&C Agent
CIC & CRM, or CPCU required
Demonstrated ability to meet and exceed objectives through effective delegation and account management
Demonstrate ability to multi-task and prioritize work
Willingness to work to meet client needs beyond scheduled hours.
Proficient at Microsoft Office Suite, especially Word, Excel, PowerPoint and current internet technologies.
Demonstrate proactive work style
Strong follow-up skills, ability to hold others accountable for results
Demonstrated ability to analyze and comprehend commercial lines of insurance
Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
Demonstrated track record of interacting with, meeting with and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e-mail and periodic meetings and planning sessions
Demonstrated experience in client facing roles, i.e., primary presenter of Client new business presentations and renewal presentations, strategy meetings, claims reviews, mid-year reviews, etc.
Ability to interact with, support, collaborate with and direct employees in a variety of subordinate, peer and superior employee roles
Strong communication skills and ability to speak professionally and comfortably in front of others
Strong influencing skills. Able to get work accomplished through others
Willingness to work to meet client needs beyond scheduled hours by watching e-mail activity and answering important e-mails and calls after hours and on weekends, when necessary
Maintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, and agency employees with courtesy and respect, ability to maintain composure at all times, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services.
Appropriate business attire for all client events or meetings unless otherwise advised by the client.
Ability to travel to meet client service needs when necessary

Nice To Haves

Bachelor’s Degree, preferred
(Internal) 5+ years of Sr. Account Executive experience preferred
(External) At least 10 years of Commercial Account Executive experience preferred
If no designation, then 15+ years of experience as an Account Executive preferred

Responsibilities

Oversee and direct the Client Insurance Program for assigned accounts.
Act as a primary point of contact with the Producer.
Initiate correspondence with the marketplace.
Function as a principal contact with vendors to ensure proper processing of requests.
Maintain positive client relationships and make proactive decisions.
Manage upcoming deadlines and events.
Manage Accounts Receivables.
Manage Direct Billing with respect to Cancellations.
Create Acord applications, including Supplementals.
Create and complete COPE spreadsheets.
Prepare Loss Summaries.
Prepare proposals for renewal terms.
Issue Acord Insurance Binders for renewal terms.
Initiate Premium Finance Requests.
Prepare Schedules of Insurance for delivery to client.
Prepare policies for delivery to client.
Process Policy Audits and Monthly Reports.
Identify and resolve Accounting discrepancies.
Create requests for changes to client’s coverages.
Process mail and phone requests on daily basis.
Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance.
Adhere to document retention software documentation guidelines.
Oversee quality check and control on insurance policies.
Proactively make recommendations for additional products/services.
Function as team member of the Client Services team.
Delegate and manage tasks given to the Account Executive or Manager, as well as outsourcing teams.
Ensure tasks from both Account Team and outsourcing team are completed as directed.
Manage the performance of the Account Team.
Provide direction and guidance to other members.
Treat clients, prospects, and company employees with courtesy and respect.
Build a team culture toward meeting goals and providing excellent client service.
Direct and monitor usage and quality of outsourcing teams.
Mentor Account Managers and Account Executives.
Support training and development of team members.
Proactively build and maintain vendor relationships.
Negotiate with carriers on cost and program design.
Provide consultation and plan recommendations for the client.
Coordinate, Present and Attend Client Meetings.
Provide leadership in Mid-year and Renewal Meetings.
Assist in maintaining the Client Insurance Program.
Provide advanced analysis of insurance quotes and make recommendations.
Interpret Insurance Contract requirements for Certificates.
Communicate with insurance carriers.
Communicate with clients.
Utilize agency management system to monitor pre-defined activities.
Proactively identify and address any coverage gaps with producer, carrier and client.
Represent the agency in a competent, professional manner.