Marsh McLennan Agency · 4 days ago
Sr. Commercial Account Consultant
Dallas, TX
Full-time
Onsite
Senior Level, Lead/Staff
15+ years expMarsh McLennan Agency is seeking a Senior Commercial Account Consultant to manage complex client insurance programs. The role involves direct client management, strategic risk management recommendations, and maintaining high levels of customer satisfaction.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Directly manage the Client Insurance Program for assigned accounts, utilizing agency management system
Directly manage the execution and delivery of client calendar/timeline milestones
Conduct meetings and other communication with client to assess, maintain, and improve customer satisfaction
Proactively maintain positive client relationship and have mastered the ability to analyze situations, make proactive decisions and direct a team to follow-through
Demonstrate a strong consultative ability to instruct and provide strong guidance to the client, achieving a high-level of trust
Monitor and manage the quality of service delivered to the client by MMA team members and carriers/vendors
Monitor, manage, and facilitate the resolution by carriers/TPAs/vendors and MMA team members of escalated service issues
Consult with clients and make strategic Risk Management plan design recommendations
Maintain strong working knowledge and command of carrier/vendor products and services and effectively deliver appropriate carrier/TPA recommendations and product and service solutions to clients
Maintain strong working knowledge and command of MMA services, resources and capabilities, and leverage them appropriately on behalf of clients
Consult with clients and deliver appropriate funding arrangement recommendations
Present financial/risk management reports providing data and information pertinent to risk management, plan design recommendations, products/services recommendations, renewal projections/planning, budget planning, etc
Mastery level knowledge and command of CCIP capabilities and services
Present and review plan performance reports and renewal projections
Conduct pre-renewal planning meetings, including recommendations for renewal strategies
Work with Team and marketing representatives to manage renewal bid/marketing strategy and deliver renewal presentations
Manage ongoing carrier/TPA/Vendor renewal negotiations on clients’ behalf
Make recommendations for additional products/services and for expanding broker/consultant services
Manage and monitor revenue levels on all clients and work with Producers to develop strategies and actions for negotiation of commissions/fees
Developing, maintaining and expanding business relationships with key client decision makers and senior leaders, often C-suite level
Manage and monitor revenue generated by each account and work with Producers to negotiate appropriate agency revenue levels for each individual client
Represent MMA at conferences, meetings, councils, community, and industry events
Serve as internal subject matter expert in designated areas of expertise
Ensure maintenance of files and records in an orderly, timely manner via use of Sagittta and Image Right
Ensure Service Plans via constant use of renewal timeline
Proficient in creation of and use of key industry risk management strategies or documents routine to daily service processes, ie: Risk identification and assessment, Coverage evaluation, Risk retention strategies (deductibles, SIR’s, Captives)
Function as primary go-to person Client Contract Review
Maintain and exhibit a positive, professional appearance and image
Understand and adhere to policies and procedures within the MMA employee handbook
Adhere to security and compliance requirements, appropriately manage/protect PHI and PII, and protect agency intellectual capital
Mastery level knowledge of property and casualty products, services, market dynamics, carriers/TPAs/vendors, fully insured and alternative funding arrangements
Qualification
Required
Licensed: Texas P&C Agent
At least 15 years of Commercial Account Consultant or Executive experience
High level of organization with strong attention to detail and the ability to set, recognize, and manage multiple priorities and deadlines are essential
Applied knowledge and skills in the areas of communication, typing/word processing, and interpersonal relations
Accuracy and the ability to execute short and long term goals and to work independently are essential
Proficient with Microsoft Office Suite, especially email, Word, and Excel, and PowerPoint
Preferred
Education: Bachelor's Degree or equivalent professional experience preferred
(Internal) 15+ years of Account Executive experience preferred (including at least 5-7 years in Executive or Sr. Account Manager role)
CIC & CRM, or CPCU preferred
If no designation, then 15+ years of experience as an Account Consultant or Executive preferred
College degree or equivalent professional experience 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
H1B Sponsorship
Marsh McLennan Agency has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2023 (2)
2022 (2)
2021 (2)
2020 (4)
Funding
Current Stage
Late StageLeadership Team
Ben Newman
Chief Financial Officer
Michael Harris
COO
Recent News
2025-12-09
2025-12-01
Company data provided by crunchbase