Private Client Services Sr. Account Executive

Job description

Company: Marsh McLennan Agency Description: JOB TITLE: Senior Private Client Account Executive JOB TYPE: FLSA Exempt: ESSENTIAL DUTIES & RESPONSIBILITIES: DOCUMENTATION Process documents necessary to maintain the Client Insurance Program, utilizing agency management system. These duties include but are not limited to: - Act as the primary contact with the Producer and/or Client. - New Business placement and cross selling is conducted as needed to maintain client’s insurance program. - Initiate correspondence with the marketplace. - Function as the primary contact with all companies to ensure proper processing of all requests necessary to effectively maintain the client’s insurance program. - Maintain positive client relationships and have the ability to analyze situations, make proactive decisions and follow through. - Prepare and obtain pre renewal updates for all clients. - Create Acord applications, including Supplementals, as needed, for submissions to carriers. - Utilize carrier websites and/or Silverplume as appropriate to price policies - Prepare Proposals or Summaries for renewal terms - Issue Acord Insurance Binders for renewal terms if policies are not delivered to client...