Sr. Account Executive - Private Client Services

Marsh McLennan • Houston, TX

4d

About The Position

The Senior Private Client Account Executive maintains clients’ insurance programs and serves as a primary contact for producers, clients, and insurance carriers. The role handles new business placement and cross-selling as needed, prepares renewal materials and client communications, processes policy and coverage changes, monitors accounts receivable, and resolves accounting discrepancies. It also includes reviewing insurance policies, identifying coverage gaps, and advising clients on insurance program design and recommendations.

The Account Executive works as part of the agency team, delegates and monitors work assigned to outsourcing teams, builds carrier and broker relationships, negotiates program costs and design, and mentors Account Managers. The role coordinates, presents, and attends client meetings, including renewal, mid-year, claims, and loss-control meetings. It requires technical insurance expertise, client-facing communication, and the ability to travel when necessary. The position may require work beyond scheduled hours, including responding to important emails and calls after hours or on weekends when necessary.

Requirements

• Texas Property and Casualty agent license.
• Bachelor’s degree preferred.
• Two to four years of Private Client Account Executive experience preferred.
• Participating in CIC, CPCU, CPRM, or a comparable designation; if no designation, seven years of Account Executive experience preferred.
• Ability to multitask and prioritize work.
• Proactive work style and ability to complete tasks without reminders.
• Ability to learn, analyze, and comprehend commercial lines of insurance.
• Proficiency with Word, Excel, and current internet technologies.
• Ability to serve clients through problem-solving, confidentiality, diplomacy, sensitivity, and tact.
• Track record of partnering with assigned clients through routine phone and email contact, periodic meetings, and planning sessions.
• Experience in client-facing roles, including presenting new-business and renewal presentations, strategy meetings, claims reviews, and mid-year reviews.
• Ability to interact with, support, collaborate with, and direct employees in subordinate, peer, and superior roles.
• Ability to speak professionally and comfortably in front of others.
• Willingness to work beyond scheduled hours to meet client needs, including monitoring email and responding to important messages and calls after hours and on weekends when necessary.
• Positive and professional attitude; ability to maintain composure, follow the organizational chart on personnel matters, and contribute to agency goals and excellent client service.
• Ability to represent the agency professionally and wear appropriate business attire at 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.
• Two to four years of Private Client Account Executive experience.
• Participation in CIC, CPCU, CPRM, or a comparable designation; alternatively, seven years of Account Executive experience is preferred if the candidate has no designation.

Responsibilities

• Process documentation needed to maintain client insurance programs using the agency management system.
• Act as a primary contact for producers, clients, and insurance companies.
• Conduct new business placement and cross-selling as needed to maintain client insurance programs.
• Initiate correspondence with the insurance marketplace and carriers.
• Maintain positive client relationships, analyze situations, make proactive decisions, and follow through.
• Prepare and obtain pre-renewal updates for clients.
• Create Acord applications and supplemental applications for carrier submissions as needed.
• Use carrier websites and/or Silverplume to price policies.
• Prepare renewal proposals or summaries and issue Acord insurance binders when policies are not delivered before renewal.
• Initiate premium payment requests and prepare policies for delivery to clients.
• Identify and resolve accounting discrepancies, request coverage changes, manage accounts receivable, and manage direct-billing cancellations.
• Process mail and phone requests on a daily basis.
• Prepare renewal documents, including insurance proposals, Acord binders, and evidences of insurance.
• Follow document-retention software guidelines and review insurance policies in their entirety.
• Provide direction and guidance to team members when appropriate, including mentoring and training Account Managers.
• Delegate tasks to outsourcing teams, ensure completion, and monitor their usage and quality.
• Contribute to a team approach and treat clients, prospects, and employees with courtesy and respect.
• Build and maintain carrier and broker relationships; negotiate with carriers on cost and program design.
• Assist with client plan recommendations and design insurance programs based on defined needs.
• Coordinate, schedule, participate in, present at, and attend client meetings, including mid-year and renewal meetings, and coordinate meeting materials.
• Analyze insurance quotes and make recommendations.
• Interpret insurance contract requirements for certificates and explain policy forms, endorsements, and coverage provisions to clients.
• Communicate with carriers and clients, and participate in client-facing meetings in-house or offsite as required.
• Become proficient with premium analysis software, stay current on carrier plans and websites, and use carrier online rating programs as necessary.
• Use the agency management system to monitor activities such as policies past expiration and aged accounts receivable.
• Identify and address coverage gaps with producers, carriers, and clients.
• Develop subject-matter expertise in an area of interest or technical capability.
• Travel to meet client service needs when necessary.
• Meet client needs beyond scheduled hours when necessary, including monitoring email and responding to important emails and calls after hours and on weekends.

Benefits

• Competitive salaries and comprehensive benefits and programs, including health and welfare benefits, tuition assistance, 401(k), employee assistance program, career mobility, employee network groups, and volunteer opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior