Company:Marsh McLennan AgencyDescription:JOB TITLE: Senior Commercial Account Executive IIJOB TYPE: FLSA ExemptESSENTIAL DUTIES & RESPONSIBILITIESOversee and direct the Client Insurance Program for assigned accounts, utilizing agency management system. Generally manages larger and more complex accounts than the Sr. Account Executive. Involved in high-level conversations with accounts and vendors with or without the Producer’s involvement. An experience professional with a strong track record. 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: Acts as a primary point of contact with the ProducerInitiate correspondence with the marketplaceFunction as a principal contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance programMaintain positive client relationship and have mastered the ability to analyze situations, make proactive decisions and direct appropriate resources as needed. Demonstrate a strong consultative ability to instruct and provide strong guidance to the client, achieving a high-level of trust.Manage upcoming deadlines and events, informing and updating the Producer, as needed.Manage Accounts ReceivablesManage Direct Billing with respect to Cancellations Responsible for ensuring the following are accomplished (via delegation to Account Managers or external resources):Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and/or carriers.Create and complete COPE spreadsheets, as needed.Prepare Loss SummariesPrepare proposals for renewal termsIssue Acord Insurance Binders for renewal termsInitiate Premium Finance Requests arePrepare Schedules of Insurance for delivery to clientPrepare policies for delivery to clientProcess Policy Audits and Monthly ReportsIdentify and resolve Accounting discrepanciesCreate requests for changes to client’s coveragesProcess mail and phone requests on daily basisPrepare Acord applicationsPrepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance Adhere to document retention software documentation guidelinesOversee quality check and control on insurance policies in their entiretyProactively make recommendations for additional products/services as well as expanding broker/consultant services as appropriate to meet client needsTeamworkFunction 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 and manage tasks given to the Account Executive or Manager, as well as outsourcing teams, as appropriate.Ensure tasks from both Account Team and outsourcing team are completed as directedManage the performance of the Account Team to ensure Account Manager is performing all tasks as outlined in the various Job DescriptionsProvide direction and guidance to other members when appropriateTreat clients, prospects, and company employees with courtesy and respect. Build a team culture toward meeting goals and providing excellent client serviceDirect and monitor usage and quality of outsourcing teamsSeen as a leader, role model with a demonstrated track record mentoring Account Manager and even some Account Executives, support their training and as a part of their training and developmentProactively builds and maintains vendor relationshipsNegotiate with carriers on cost and program design, utilizing advanced technics based on proven track recordProvides consultation and plan recommendations for the clientCoordinate, Present and Attend Client Meetings including though not limited to:Provide leadership in Mid-year and Renewal Meetings, ensuring the success of meetings and visits (MINIMUM OF 12 visits per year with demonstrated meeting purpose (i.e., pre or post renewal meeting, claims/safety/loss control meeting, gathering information, delivering policies, collecting payments ….etc.), often without the ProducerTechnical ExpertiseDemonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:Ability to provide advanced analysis of insurance quotes and make recommendationsStrong comprehension and ability to interpret Insurance Contract requirements for CertificatesConfident and ability to effectively communicate with insurance carriers as neededConfident and ability to effectively communicate with clients as neededSelf-directed and client-facingUp to date on carrier plans and websites.Expert using premium analysis software.Utilize carrier online rating programs as necessary.Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client and AnalystDesign simple or complex insurance programs, specifically designed for client based on defined needsUtilize agency management system to monitor pre-defined activities (policies past expiration, aged A/R, SIC codes, etc.)Proactively identify and address any coverage gaps with producer, carrier and clientSeen by peers and team as a true subject matter expert and resource in area of interest or technical capability.REQUIREMENTS: Licensed: Texas P&C AgentEducation: Bachelor’s Degree, preferred(Internal) 5+ years of Sr. Account Executive experience preferred(External) At least 10 years of Commercial Account Executive experience preferredCIC & CRM, or CPCU requiredIf no designation, then 15+ years of experience as an Account Executive preferredDemonstrated ability to meet and exceed objectives through effective delegation and account managementDemonstrate ability to multi-task and prioritize workWillingness 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 styleStrong follow-up skills, ability to hold others accountable for resultsDemonstrated ability to analyze and comprehend commercial lines of insuranceDemonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulnessDemonstrate 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 sessionsDemonstrated 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 rolesStrong communication skills and ability to speak professionally and comfortably in front of othersStrong influencing skills. Able to get work accomplished through othersWillingness 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 necessaryMaintain 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. Represent the agency in a competent, professional manner, appropriate business attire for all client events or meetings unless otherwise advised by the client.Ability to travel to meet client service needs when necessaryWe 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.