Marsh McLennan · 1 month ago
Senior Account Executive - Personal Lines Insurance
United States
Full-time
Remote
Mid, Senior Level
$60K/yr - $150K/yr
5+ years expMarsh McLennan is an award-winning organization known for its inclusive workplace culture. They are seeking a Senior Account Executive for their Personal Lines team, responsible for providing high-quality service to customers, selling new coverage lines, and managing client relationships.
Financial ServicesProfessional ServicesService Industry
Responsibilities
The primary function of this position is to provide the highest quality service to customers, sell new lines of coverage and cross sell within the existing book of business
The Senior Account Executive (SAE) will be the day-to-day liaison between the insurance company (MIB) and designated accounts
The SAE will manage and control the relationships with his/her 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
SAE should have experience in all areas of Personal Lines insurance
The SAE will inform the Producer on strategic account issues, claims and other potential problems
The SAE is responsible for overseeing all processes related to renewals, account management and new business development 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
Conduct 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
Qualification
Required
Experience in all areas of Personal Lines 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
Conduct 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
Preferred
College Degree preferred (high school diploma is required)
Current California Department of Insurance License
5-10 years of experience
Proficient 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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