JOB TITLE: Commercial Account Executive
JOB TYPE: FLSA Exempt
ESSENTIAL DUTIES & RESPONSIBILITIES:
Documentation
Manage the Client Insurance Program, utilizing agency management system. As a matter of routine, manages larger and more complex accounts than the Associate Account Executive. Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to:
A point of contact with the Producer
Initiate correspondence with the marketplace
Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program
Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through.
Begin to demonstrate a consultative ability to instruct and guide the client
Manage upcoming deadlines and events (perhaps under direction of Executive Team Lead, Sr. Account Executive, or Producer), informing and updating the Producer, as needed.
Manage Accounts Receivables
Manage Direct Billing with respect to Cancellations
Responsible for ensuring the following are accomplished (via delegation to Account Managers or external resources):
Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance
Adhere to document retention software documentation guidelines
In absence of more senior team members, provide direction and guidance to other members when appropriate
Teamwork
Function as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to:
Delegate tasks to Account Managers, as well as outsourcing teams, as appropriate.
Ensure tasks from both Account Manager and outsourcing team are completed as directed
Ensure Account Manager is performing all tasks as outlined in the MMA Assistant Account Manager or Account Manager Job Description
Treat clients, prospects, and company employees with courtesy and respect.
Contribute to a team approach toward meeting goals and providing excellent client service.
Coordinate and monitor usage and quality of outsourcing teams
Support the training and growth of the Account Manager, being a part of their training and development
Technical Expertise
Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:
REQUIREMENTS:
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.