Associate Account Executive

Company: Marsh & McLennan Companies, Inc.
Location: San Antonio
Posted on: June 12, 2021

Job Description:

Marsh seeks a talented, energetic and driven commercial lines insurance professional for an Associate Account Executive opportunity in San Antonio or remotely in Texas. This role coordinates and executes day-to-day customer service and quality account management, coordinating across all solution sets to provide the best level of service for the client. You will service an existing book of business for multiple products, with a focus on increasing account retention.

What can you expect?

• This position is critical to successfully support large middle market & risk management size accounts
• Work alongside highly experienced colleagues to gain experience and skill sets for professional growth
• You will receive on the job, computer based training to be successful and productive in this role

What is in it for you?

• A company with a resilient brand and proven results to match
• Culture of internal mobility, collaboration and valued partnership with HR from the business.
• Employee Resource Groups, which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations.
• Competitive pay (salary and performance bonus potential), Full benefits package - starting day one (medical, dental, vision, life insurance, generous 401k match AND contribution).
• Flexible work opportunities for work/life balance
• Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan

We will Count on you to:

• Assist the client team in managing the client service cycle, including but not limited to, requesting updated exposure information, building submissions, reviewing quotes, building proposals, issuing certificates of insurance and auto ID cards, invoicing, maintaining account open items and obtaining, reviewing and transmitting binders and policies.
• Assist the Producer and Associate Client Executives in growing the book of business.
• Communicate frequently with Placement Brokers, Client Executives, Client Representatives and internal stakeholders and independently draft and send correspondences for circulation.
• Maintain the account management system and software; ensure all posted information is accurate and timely and is accountable for the overall functionality and performance of the system for team use.
• Complete all filings and documentation necessary for account work and compliance purposes in accordance with Company standards and coordinate with internal and external stakeholders to acquire necessary information or documentation to complete filings and processing.
• Independently coordinate and organize large ad-hoc or reoccurring events including managing communications, creating the agenda, logistics and managing a budget.
• Draft and review presentations or deliverables for account work to ensure all content is accurate, and appropriately relay and address all necessary topics or concerns.
• Be responsible for accounting matters, reconcile Accounts Receivable with Accounting differences and follow up on all accounting related gaps or issues until they are resolved.

Our supportive culture is what propels us

In our workplace, mutual support creates a positive work environment. Errors are more quickly spotted and corrected. Teammates pitch in to share work when necessary to complete a group effort. You and the entire inclusive organization benefits greatly. We welcome and respect everyone in our diverse workforce for who they are as well as what they contribute. If you can give and receive support, you'll love it and do very well here.

What you need to have:

• Minimum High School Diploma or GED
• 3 - 5 years of commercial lines insurance experience in a client facing role
• Active Texas Property & Casualty License or the ability to obtain shortly after hire
• MS Office proficiency with robust Excel, Word and PowerPoint skill set
• Previous experience in a fast-paced office environment
• Must be detail oriented and a quick learner
• Excellent organizational and multitasking ability
• Must possess strong communication skills

What Makes You Stand Out?

• Previous experience in billing, systems and procedures
• Strong analytical, research, and problem-solving skills.
• Ability to work in a team environment

Your passion for exceeding expectations makes you the right choice

You know from your own consumer experience the power of being attended to and rightfully treated as though you are very important. If that's the level of service you are committed to giving back, we want to meet you. We appreciate our multicultural staff for the new perspectives and solid skills they contribute. Opportunities are waiting. Come grow with us!

Marsh is the world's leading insurance broker and risk adviser. With over 35,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh & McLennan Companies (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue approaching US $17 billion and 76,000 colleagues worldwide, MMC helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. Follow Marsh on Twitter @MarshGlobal; LinkedIn; Facebook; and YouTube, or subscribe to BRINK.

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

Keywords: Marsh & McLennan Companies, Inc., San Antonio , Associate Account Executive, Other , San Antonio, Texas