Marsh McLennan Agency · 2 hours ago
Commercial Sr. Account Manager
Houston, TX
Full-time
Onsite
Senior Level
5+ years expMarsh McLennan Agency is seeking a Senior Commercial Account Manager to maintain and enhance client insurance programs. The role involves managing documentation, providing superior client service, and demonstrating technical expertise in insurance management.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Process documents necessary to maintain the Client Insurance Program, utilizing agency management system
Generate surveys and request renewal applications
Prepare Loss Summaries
Prepare Proposals for renewal terms
Initiate Premium Finance Requests
Issue Certificates of Insurance and Auto ID cards
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
Function as team member of the Agency Workforce to ensure superior service to all MMA Clients
Perform tasks assigned as part of the Agency Standard Service Plan
Attend meetings with Risk Management Team as appropriate
Manage client’s use of Certificate program, conducting training of client as needed
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 mentor and subject matter expert (a recognized “go-to” person)
Liaison for other Account Managers on coverages and processes
May take the lead on quality check/training of new colleagues
Strong cooperation and effective communication with clients, vendors and co-workers
Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
Other duties as requested by members of Service Team
Act as lead when the Account Executive is absent
Demonstrate the technical expertise to assist in maintaining the Client Insurance Program
Power user or go-to expert on several systems or technical skill sets
Complete Kaplan Pictorials
Have insurance designations of CISR or equivalent
Verify accuracy of endorsements and invoice as necessary
Strong comprehension of Insurance Contract requirements for Certificates
Communicate with insurance carriers as needed
Communicate with clients as needed
Responsible for entire management of one to two accounts
Utilize carrier online rating programs as necessary
Participate in Position Rotation
Subject matter expert, demonstrating superior skills and proficiencies with internal procedures and systems (Sagitta, ImageRight, eMMA, etc.)
Demonstrate success in servicing multiple client renewals
Proven expert proficiency validated by Trainer and Manager
Qualification
Required
Have or obtain P&C License within 6 weeks of hire
(Internal) completed Kaplan Pictorials, ACSR or CISR Designation and CIC Designation
Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills
Operational knowledge of various Windows-based application programs such as Excel and Word
Willing to work overtime due to cyclical nature of business
Masters all analyst duties and demonstrated proficiency and how to research and access Best Practices
Preferred
College Degree
60+ months as an Account Manager
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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