Talent.com
Sr. Commercial Account Consultant

Sr. Commercial Account Consultant

Marsh McLennanDallas, Iowa, USA
1 hour ago
Job type
  • Full-time
Job description

Company :

Marsh McLennan Agency

Description :

JOB TITLE : Commercial Sr. Account Consultant

JOB TYPE : FLSA Exempt

ESSENTIAL DUTIES & RESPONSIBILITIES :

Directly manage the Client Insurance Program for assigned accounts utilizing agency management system. Generally this position is a very experienced individual contributor who manages 4-6 very complex accounts. This position is matrixed to a specific Producer or Producers under whose auspices the Sr. Account Consultant is fully responsible and accountable for the total management of specific clients and / or is the primary resource to specific Account Executives on other. Access to a Commercial Account Manager and / or Sr. Account Manager may be available based on business need.

Customer Satisfaction and Client Retention

  • Directly manage the execution and delivery of client calendar / timeline milestones
  • Conduct meetings and other communication with client to assess maintain and improve customer satisfaction
  • Proactively maintain positive client relationship and have mastered the ability to analyze situations make proactive decisions and direct a team to follow-through
  • Demonstrate a strong consultative ability to instruct and provide strong guidance to the client achieving a high-level of trust
  • Monitor and manage the quality of service delivered to the client by MMA team members and carriers / vendors
  • Monitor manage and facilitate the resolution by carriers / TPAs / vendors and MMA team members of escalated service issues

Client Consultations / Recommendations

  • Consult with clients and make strategic Risk Management plan design recommendations. Risk Management Plan design recommendations should align with clients business strategy culture and priorities and should focus on trend management
  • Maintain strong working knowledge and command of carrier / vendor products and services and effectively deliver appropriate carrier / TPA recommendations and product and service solutions to clients
  • Maintain strong working knowledge and command of MMA services resources and capabilities and leverage them appropriately on behalf of clients
  • Consult with clients and deliver appropriate funding arrangement recommendations
  • Present financial / risk management reports providing data and information pertinent to risk management plan design recommendations products / services recommendations renewal projections / planning budget planning etc.
  • Mastery level knowledge and command of CCIP capabilities and services
  • Renewal / Account Rounding Process

  • Present and review plan performance reports and renewal projections
  • Conduct pre-renewal planning meetings including recommendations for renewal strategies
  • Work with Team and marketing representatives to manage renewal bid / marketing strategy and deliver renewal presentations
  • Manage ongoing carrier / TPA / Vendor renewal negotiations on clients behalf
  • Make recommendations for additional products / services and for expanding broker / consultant services
  • Manage and monitor revenue levels on all clients and work with Producers to develop strategies and actions for negotiation of commissions / fees
  • Client Relationship Management - Developing maintaining and expanding business relationships with key client decision makers and senior leaders often C-suite level

    Revenue Generation - Manage and monitor revenue generated by each account and work with Producers to negotiate appropriate agency revenue levels for each individual client

    Marketing / Sales Activities - Represent MMA at conferences meetings councils community and industry events

    Internal Contributions and Functions

  • Serve as internal subject matter expert in designated areas of expertise.
  • Meet or exceed Role Model MHBT standards of excellence including but not limited to :
  • Ensure maintenance of files and records in an orderly timely manner via use of Sagittta and Image Right.

  • Ensure Service Plans via constant use of renewal timeline.
  • Proficient in creation of and use of key industry risk management strategies or documents routine to daily service processes ie :
  • Risk identification and assessment

  • Coverage evaluation
  • Risk retention strategies (deductibles SIRs Captives)
  • Function as primary go-to person Client Contract Review
  • Maintain and exhibit a positive professional appearance and image.
  • Understand and adhere to policies and procedures within the MMA employee handbook.
  • Adhere to security and compliance requirements appropriately manage / protect PHI and PII and protect agency intellectual capital.
  • Mastery level knowledge of property and casualty products services market dynamics carriers / TPAs / vendors fully insured and alternative funding arrangements.
  • REQUIREMENTS :

  • Position available on an as-needed business basis
  • Licensed : Texas P&C Agent
  • Education : Bachelors Degree or equivalent professional experience preferred
  • (Internal) 15 years of Account Executive experience preferred (including at least 5-7 years in Executive or Sr. Account Manager role)
  • (External) At least 15 years of Commercial Account Consultant or Executive experience
  • CIC & CRM or CPCU preferred
  • If no designation then 15 years of experience as an Account Consultant or Executive preferred
  • High level of organization with strong attention to detail and the ability to set recognize and manage multiple priorities and deadlines are essential.
  • Applied knowledge and skills in the areas of communication typing / word processing and interpersonal relations.
  • Accuracy and the ability to execute short and long term goals and to work independently are essential.
  • Proficient with Microsoft Office Suite especially email Word and Excel and PowerPoint.
  • College degree or equivalent professional experience preferred
  • We embrace a culture that celebrates and promotes the many backgrounds heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including : health and welfare tuition assistance 401K employee assistance program career mobility employee network groups volunteer opportunities and other programs. For more information about our company please visit us at :

    Required Experience :

    Senior IC

    Key Skills

    Accounting Software,Internal Audit,Internal Communications,Internal Control,Accounting And Auditing,Accounts Handling,Accounting & Finance,GAAP,Accounts Management,Account Development,General Ledger Accounts,ERP,Payroll,Financial statement,CPA

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

    Create a job alert for this search

    Sr Consultant • Dallas, Iowa, USA

    Related jobs
    • Promoted
    Enterprise Major Account Manager

    Enterprise Major Account Manager

    FortinetDes Moines, Iowa, USA
    Full-time
    In this key role you will manage and drive direct sales into Major Enterprise Accounts.Create and implement strategic account plans focused on attaining enterprise-wide deployments of Fortinet prod...Show moreLast updated: 1 day ago
    • Promoted
    Associate Sales, Account Manager – Diagnostic Imaging (DFW)

    Associate Sales, Account Manager – Diagnostic Imaging (DFW)

    PhilipsDallas, Iowa, USA
    Full-time
    Associate Sales Account Manager Diagnostic Imaging (DFW).Associate Sales Account Manager Diagnostic Imaging (DFW).Are you ready to launch your career in healthcare sales As an Associate Account M...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Director - Enterprise Sales Team

    Director - Enterprise Sales Team

    American ExpressDes Moines, IA, United States
    Full-time
    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleague...Show moreLast updated: less than 1 hour ago
    • Promoted
    Senior Account Manager

    Senior Account Manager

    Global Payment Holding CompanyDallas, Iowa, USA
    Full-time
    Every day Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit debit prepaid and merchant services.Our worldwide...Show moreLast updated: 21 days ago
    • Promoted
    • New!
    Contracting Specialist

    Contracting Specialist

    Integrity Marketing GroupDallas, Iowa, USA
    Full-time
    American Group Insurance Brokerage Service.American Group Insurance Brokerage Service.American Group an Integrity company was established in 1985 to offer independent agents the best life annuity h...Show moreLast updated: 1 hour ago
    • Promoted
    • New!
    Financial Consultant

    Financial Consultant

    VeeRteq Solutions Inc.Dallas, Iowa, USA
    Full-time
    Prioritized Must Have Skills for the Financial Consultant : .Must have Series 6 63 & 65 or Series 7 & 66 required or willing to pursue upon hire. Must have at least 5 years experience as a Financial ...Show moreLast updated: 1 hour ago
    • Promoted
    Insurance Sales Representative – Uncapped Bonus Potential

    Insurance Sales Representative – Uncapped Bonus Potential

    Platinum Supplemental InsurancePella, IA, US
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show moreLast updated: 7 days ago
    • Promoted
    Senior Channel Account Manager MSP's

    Senior Channel Account Manager MSP's

    VeracodeDallas, Iowa, USA
    Full-time
    Looking for an innovative high-growth multi-award-winning company in one of the hottest segments of the security market Look no further than Veracode!. Veracode is a global leader in Application Ris...Show moreLast updated: 1 day ago
    • Promoted
    Senior Account Manager

    Senior Account Manager

    Bewerbung als Senior Account Manager bei Launch PotatoDallas, Iowa, USA
    Full-time
    Launch Potato is a profitable digital media company that reaches over 30M monthly visitors through brands such as.As The Discovery and Conversion Company our mission is to connect consumers with th...Show moreLast updated: 1 day ago
    • Promoted
    Outside Sales Representative

    Outside Sales Representative

    Platinum Supplemental InsuranceTownship of Saint Charles, IA, US
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show moreLast updated: 7 days ago
    • Promoted
    Work from Home

    Work from Home

    HomeJobFinderLe Roy, IA
    Remote
    Full-time
    Remote Opportunity : Link Posting Marketing Rep (No Experience Needed!) Are you self-driven, reliable, and ready to earn from anywhere? We’re looking for motivated individuals to jo...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    VP, Strategic Accounts - IHD

    VP, Strategic Accounts - IHD

    NorstellaDes Moines, IA, United States
    Full-time
    Location : Remote, United States.At Norstella, our mission is simple : to help our clients bring life-saving therapies to market quicker-and help patients in need. Founded in 2022, but with history go...Show moreLast updated: less than 1 hour ago
    • Promoted
    Aesthetic Business Manager South Fort Worth, Texas

    Aesthetic Business Manager South Fort Worth, Texas

    GaldermaDallas, Iowa, USA
    Full-time
    Galderma is the emerging pure-play dermatology category leader present in approximately 90 countries.We deliver an innovative science-based portfolio of premium flagship brands and services that sp...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Commercial Associate

    Commercial Associate

    Marsh McLennanDallas, Iowa, USA
    Full-time
    Learning & Development Specialist Associate Program.The Associate position is designed to educate and train inexperienced colleagues prepare them for licensing and give them experience necessar...Show moreLast updated: 1 hour ago
    • Promoted
    Field Sales Consultant – Insurance Solutions

    Field Sales Consultant – Insurance Solutions

    Platinum Supplemental InsurancePella, IA, US
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show moreLast updated: 7 days ago
    • Promoted
    Outside Sales Agent – Insurance Products

    Outside Sales Agent – Insurance Products

    Platinum Supplemental InsuranceTownship of Saint Charles, IA, US
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show moreLast updated: 7 days ago
    • Promoted
    Commission-Based Insurance Sales Agent

    Commission-Based Insurance Sales Agent

    Platinum Supplemental InsuranceHumeston, IA, US
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show moreLast updated: 7 days ago
    • Promoted
    Insurance Field Sales Agent

    Insurance Field Sales Agent

    Platinum Supplemental InsuranceOsceola, IA, US
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show moreLast updated: 7 days ago