Marsh McLennan Agency · 3 hours ago
Sr. Commercial Account Executive
Dallas, TX
Full-time
Onsite
Senior Level
7+ years expMarsh McLennan Agency is a leading insurance agency that provides comprehensive solutions to its clients. The Senior Commercial Account Executive will manage complex client insurance programs, serve as a primary contact for producers and vendors, and ensure superior service through teamwork and technical expertise.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Manage the Client Insurance Program, utilizing agency management system
Acts as a main point of contact with the Producer
Initiate correspondence with the marketplace
Function as a main 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 proactive decisions and manage the follow-through
Demonstrate a strong consultative ability to instruct and direct the client
Manage upcoming deadlines and events, 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 Manager 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 Summaries
Prepare proposals for renewal terms
Issue Acord Insurance Binders for renewal terms
Initiate Premium Finance Requests are
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 Acord applications
Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance
Adhere to document retention software documentation guidelines
Manage Perform Quality check and control on insurance policies in their entirety
Where appropriate, make recommendations for additional products/services as well as expanding broker/consultant services as appropriate to meet client needs
Function as team member of the Client Services team to ensure superior service to all MMA Clients
Delegate and manage tasks given to the Account Manager, 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 AM Job Description
Provide direction and guidance to other members when appropriate
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
Seen as a role model and begins to mentor both Account Executives and Managers, support their training and as a part of their training and development
Build and maintain vendor relationships
Negotiate with carriers on cost and program design
Assist in plan recommendations for the client
Coordinate, Present and Attend Client Meetings including though not limited to:
Schedule/Participate in Mid-year and Renewal Meetings, including coordinating materials used in meetings (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.), with or without Producer as necessary
Demonstrate the technical expertise to assist in maintaining the Client Insurance Program
Analyze insurance quotes and make recommendations
Comprehend and interpret Insurance Contract requirements for Certificates
Communicate with insurance carriers as needed
Communicate with clients as needed
Client facing meeting as required, either in-house or offsite
Stay up to date on carrier plans and websites
Become proficient 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 Account Manager
Design insurance program for client based on defined needs
Utilize agency management system to monitor pre-defined activities (policies past expiration, aged A/R, SIC codes, etc.)
Identify and address any coverage gaps with producer, carrier and client
Become subject matter expert and resource in area of interest or technical capability
Qualification
Required
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 Word, Excel, and current internet technologies
Demonstrate proactive work style - Does not have to be asked or reminded of tasks
Ability to learn, analyze and comprehend commercial lines of insurance
Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
Demonstrate 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
Ability to speak professionally and comfortably in front of 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
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 necessary
Preferred
Education: Bachelor's Degree, preferred
(Internal) 5-7 years of Account Executive experience preferred
(External) Minimum of 7-10 years of midmarket Commercial Account Executive experience preferred
If no designation, then 10-15 years of experience as an Account Executive preferred
Benefits
Health and welfare
Tuition assistance
401K
Employee assistance program
Career mobility
Employee network groups
Volunteer opportunities
Other programs
Company
Marsh McLennan Agency
Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Ben Newman
Chief Financial Officer
Michael Harris
COO
Recent News
2025-12-09
2025-12-01
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