Sr. Commercial Account Consultant

Commercial Sr. Account Consultant

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 / vendors and MMA team members of escalated service issues

Client Consultations / Recommendations

Renewal / Account Rounding Process

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

Ensure maintenance of files and records in an orderly, timely manner via use of Sagittta and Image Right.

Risk identification and assessment

Requirements