Marsh McLennan · 4 months ago
Associate Account Executive - Personal Lines Insurance
United States
Full-time
Remote
Entry Level
$49K/yr - $105K/yr
3+ years expMarsh McLennan is an award-winning organization known for its inclusive workplace culture. They are seeking an Associate Account Executive for their Personal Lines team, responsible for providing high-quality service to customers and managing relationships with clients, while also handling various insurance-related tasks.
Financial ServicesProfessional ServicesService Industry
Responsibilities
The primary function of this position is to provide the highest quality service to customers, and cross sell within the existing book of business
The Associate Account Executive (AAE) will be the day-to-day liaison between the insurance company (MIB) and designated accounts
The AAE will assist in managing the relationships with clients (business managers and/or individual customers)
Daily servicing of customers will include addressing various coverage issues, contract analysis, exposure analysis, handle and/or direct all the inside service work associated with the clients’ accounts, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies
AAE should have experience in all areas of personal insurance
The AAE will inform the Producer on strategic account issues, claims and other potential problems
The AAE is responsible for overseeing all processes related to renewals, account management as well as insuring Standard Operating Guidelines (SOG’s) are used and followed for all insurance transactions
Build and maintain constructive and effective relationships with clients by meeting and exceeding client expectations at all times
Provide consistent, accurate, timely and pertinent communication to clients through “constant tough” via emails, phone contact and meetings
Respond to client inquiries/issues within a 24-hour timeline
Resolve/assist with any service or claims issues/questions
Assist in design of or independently design insurance plans for clients think about out-of-the-box solutions
Assist clients in making appropriate coverage changes; make each contact a marketing opportunity
Attend face-to-face meetings with the clients to review summary reports, make presentations, and to maintain client relationships as often as necessary
Inform and educate clients about coverage, exclusions and exposures; gaps in coverage, stewardship programs; and other relevant information
Monitor and review client satisfaction at least quarterly; report findings/issues to Producer of the account
Cross sell and/or refer new business leads to appropriate departments
Know and be up to date on the utilization of carrier websites, carrier communications, new coverage options and billing procedures
Quote new business and renewal options to every client to include: Higher limits of liability, Higher deductible options, Earthquake coverage, Earthquake deductible buy back coverage, Flood coverage, Excess flood coverage, Increased mold coverage, Identity theft coverage, Umbrella or excess liability/excess uninsured/underinsured coverage, Employment practices liability/board of directors and officers coverage, Inland marine coverage, Guaranteed replacement cost, Equipment breakdown coverage, Enhanced auto coverages
Review and check policies based on SOG checklists to include proposals, applications, letters, invoicing, summaries of insurance, certificates, evidence of insurance, binders, etc
Assist in managing Accounts Receivables for the book
Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients, while adhering to all MIB electronic and EPIC procedures
Qualification
Required
Experience in all areas of personal insurance
Ability to build and maintain constructive and effective relationships with clients
Provide consistent, accurate, timely and pertinent communication to clients
Respond to client inquiries/issues within a 24-hour timeline
Resolve/assist with any service or claims issues/questions
Assist in design of or independently design insurance plans for clients
Assist clients in making appropriate coverage changes
Attend face-to-face meetings with clients to review summary reports and maintain client relationships
Inform and educate clients about coverage, exclusions and exposures
Monitor and review client satisfaction at least quarterly
Cross sell and/or refer new business leads to appropriate departments
Know and be up to date on the utilization of carrier websites and communications
Quote new business and renewal options to every client
Review and check policies based on SOG checklists
Assist in managing Accounts Receivables for the book
Maintain agency EPIC files accurately and consistently
Preferred
College Degree preferred (high school diploma is required)
Current California Department of Insurance License
3-7 years of experience
Proficient in MS Office Suite (Word, Excel, Outlook)
Benefits
Generous time off
Tuition reimbursement and professional development opportunities
Charitable contribution match programs
Stock purchase opportunities
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs
Company
Marsh McLennan
Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$11.2B2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B
Leadership Team
Joe Hayes
Senior Vice President, COO Private Client Services
Katherine Brennan
SVP & General Counsel
Recent News
2025-12-01
MarketScreener
2025-11-21
2025-10-17
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