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Marsh McLennan Agency · 4 months ago

Account Executive - Personal Lines Insurance

Van Nuys, CA

Full-time

Hybrid

Mid Level

$49K/yr - $105K/yr

3+ years exp

Marsh McLennan Agency is a leading provider of insurance solutions, and they are seeking an Account Executive for their Personal Lines team. In this role, you will be responsible for delivering high-quality service to clients, managing relationships, and driving new business development while addressing coverage issues and ensuring client satisfaction.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Provide the highest quality service to customers, sell new lines of coverage and cross sell within the existing book of business

Manage and control 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

Inform the Producer on strategic account issues, claims and other potential problems

Oversee 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 touch' 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

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

Personal Lines InsuranceClient Relationship ManagementCalifornia Department of Insurance LicenseMS Office SuiteCommunication SkillsProblem SolvingPresentation Skills

Required

High school diploma is 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

Oversee all processes related to renewals, account management and new business development

Insure Standard Operating Guidelines (SOG's) are used and followed for all insurance transactions

Preferred

College Degree preferred

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 Agency

Glassdoor4.4

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.

Founded in 2003

White Plains, New York, USA

10001+ employees