Producer/Sales Retirement Services SUMMARY: This position is responsible for producing new business in our Retirement Services department and servicing existing accounts. MMA Southwest has offices in Dallas, Fort Worth, Austin, Houston, Lubbock, Midland, Abilene, Baton Rouge and New Orleans. This role will be based in the Dallas office. ESSENTIAL DUTIES & RESPONSIBILITIES: <ul><li>Produces Retirement Services revenue through sales to new and existing clients with emphasis on mid-size companies with high revenue</li><li>Assists in providing service to clients according to their needs, retaining them as clients</li><li>Participates in team sales situations with other producers and support personnel</li><li>Manage overall client relationships and is supported by day-to-day account management</li><li>Applies industry technologies to new sales, additional sales to existing clients and account service</li><li>Provides direction in account transfer situations</li><li>Prepares and implements an individual business plan</li><li>Develops and maintains interdivision/intercompany relationships consistent with our corporate culture</li></ul> REQUIREMENTS:<ul><li>Bachelor's degree, 1 year related experience, and appropriate licensing required OR;</li><li>High School Diploma and 6 years of experience with appropriate licensing required</li><li>FINRA Series 6 or 7 and 63, 65 or 66 licensure preferred</li><li>Sales experience in the Retirement Services industry</li><li>Strong communication and interpersonal skills</li><li>Passion for sales and extremely goal oriented with the ability to work independently</li><li>Enjoys networking and making connections within the community</li><li>Driven, disciplined, achievement-focused, coachable, and professional</li></ul> 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: http://marshmma.com/careers.
 Marsh McLennan Agency

Sales Executive/Producer - Retirement Services

SummaryThe Client Manager II applies experience and critical thinking skills to anticipate client needs. The Client Manager II demonstrates an ability to understand and articulate expanded and/or alternative methods of managing the clients benefit programs, to include current trends such as consumer driven healthcare, alternative funding arrangements, and health & productivity management. Introduce plans designed to support the clients’ organizational strategic initiatives and make recommendations accordingly based on client feedback/interest level. Essential Duties & Responsibilities<ul><li>Actively participate in initial strategy meeting with the client to develop the broad outline of the strategy as expressed by the Client Executive.</li><li>Acting in the capacity of the project manager, further refine strategy with the client’s input and as carrier data/feedback is received.</li><li>Develop marketing strategy for clients based on their needs, history and a strong knowledge built over time regarding carriers which can provide the best possible benefit designs and premiums.</li><li>Negotiate with carriers on client’s behalf, drawing on knowledge of the client’s historical trends, claims history and making judicious use of internal underwriting expertise to question carrier rate decisions.</li><li>Manage the client’s annual timeline to include the renewal and Open Enrollment process.</li><li>Actively participate in, and frequently lead, the strategic planning and renewal meetings to learn client needs, challenges and concerns.</li><li>Orchestrate the installation of benefit package(s) to include managing multiple vendor and carrier communications simultaneously, resolving systems compatibility and the resolution of issues.</li><li>Create the strategy and branding under which the benefit package will be presented to the client’s workforce to include the key areas of focus to be messaged during Open Enrollment meetings and in plan specific communications.</li><li>Develop the client’s Open Enrollment communication campaign in a manner that creates understanding and value of the benefits programs while enriching employees to be knowledgeable healthcare consumers.</li><li>Develop analytical, customer service and communication skills needed to perform as a Client Executive.</li><li>Manage the book with minimal supervision from the Client Executive to include tracking renewal dates and following up with the team throughout the renewal process, instructing the team to begin gathering necessary renewal information and update presentations.</li><li>Present to Client Executive the financial measures used to predict and analyze plan benefit costs, and the factors which influence those costs and premium rates.</li><li>Learn best practices to present renewal outcomes to the client and provide recommendations based on the findings with the ultimate goal being to take on these responsibilities.</li><li>Keep Client Executive apprised of potential E&O concerns and client dissatisfaction. Strategize with Client Executive to develop possible resolutions and proactive solutions to avoid continued or future problems.</li><li>Through regular, daily interaction with and observation of the service team, assess the skills and knowledge of service team member(s) and recommend formal training and developmental opportunities needed to grow their abilities.</li><li>Based on knowledge of team member(s) skills and abilities, delegate tasks as appropriate.</li><li>Responsible for ensuring project is on time and deadlines are being met.</li><li>Ensure good file maintenance with documentation of account issues and maintenance of the Agency Management System.</li><li>Establish and consistently maintain effective and positive working relationships with internal associates and clients.</li></ul>Education and/or Experience<ul><li>Must possess a strong understanding of health and welfare plan benefits and carriers such that this expertise is recognized by colleagues and clients. This level of expertise is generally acquired through 5 - 7 years of experience servicing group health and benefits sales or service at a brokerage or carrier. At a minimum, 3 of these years must be at a brokerage servicing large client groups (50+ lives).</li><li>A successful work history of strong client service skill with progressively greater levels of responsibility is required.</li><li>Bachelor degree strongly preferred.</li><li>Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format.</li><li>Strong knowledge of employee health insurance carriers, their strengths and weaknesses, and plan design features as well as the factors which affect cost and plan design. </li><li>Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements.</li><li>Maintain a valid driver’s license and dependable transportation.</li><li>Proficiency with Microsoft Word, Excel and PowerPoint to include work experience creating tables, charts, graphs, pivot tables and formulas.</li></ul>Work Environment & Physical Demands<ul><li>Ability to use computer keyboard and sit in a stationary position for extended periods as well as use of office equipment such as fax and copy machines, and telephones. </li><li>Work is performed in a typical interior/office work environment.</li><li>Travel to client sites is required. Travel is usually within driving distance of the office, but on regular occasions will require a 2 – 3 night stay out of town.</li><li>Extended work hours (10 – 12 hrs/day) required on occasion during peak workload periods and to participate in networking and industry functions that begin before the workday, and may extend into the evening.</li></ul> The applicable base salary range for this role is $60,000 to $128,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. 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, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.
 Marsh McLennan Agency

Client Manager - Employee Benefits

ENTERTAINMENT INSURANCE - SENIOR ACCOUNT MANAGER Position DescriptionThe primary function of this position is to provide the highest quality service to customers and cross sell within the existing book of business. The Account Manager (AM) will be the day-to-day liaison between the insurance company (MIB) and designated accounts managed by Account Executives/Sr. Account Executives/Producers.Daily servicing of customers will include addressing various coverage issues, contract analysis, exposure analysis, issuing auto ID cards, handling all the inside service work associated with the client’s accounts, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies.The Senior Account Manager (SAM) should have experience in all areas of commercial insurance. As needed the SAM will coordinate with and defer to the Account Executive/Sr. Account Executive/or Producer on strategic account issues and potential problems. The SAM is responsible for the successful fulfillment of Commercial Entertainment Standard Operating Guidelines (SOG’s).Location: Van Nuys, CaliforniaPosition Requirements• Know the underwriting and rating procedure for all types of Commercial Lines policies.• Quote new business and renewal options to every client:General liabilityUmbrella/ Excess LiabilityCrimeEarthquakeBusiness Personal PropertyPremises DamageWorkers CompEquipment BreakdownDirectors & Officers LiabilityEmployment practices liability• Prepare proposals applications, submit them to insured’s and carriers, obtain client’s signature and follow up to ensure timely responses, all in conjunction with AE or and Producer.• Prepare and provide to every client a Summary of Insurance once coverage is bound and in effect for new accounts.• Immediately update Summary of Insurance for existing clients.• Remarket accounts as directed and follow up with AE or Producer• Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients, while adhering to all MIB electronic and EPIC procedures.• Handle cancellations timely by checking NOC’s received via scan, fax or email, legally saving all accounts possible with adherence to E&O guidelines.• Prepare and check policies based on SOG’s checklist to include preparing letters, invoicing, summaries of insurance, certificates, ID cards, evidence of insurance, binders, etc. Policies must be checked for accuracy and all applicable endorsements.• Know and be up to date on the utilization of carrier websites, carrier communications, newcoverage options and billing procedures.Preferred Skills and Abilities• Any college course work in mathematics, communications, risk management or otheranalytical coursework.• Interpersonal, analytical, problem solving abilities.• Organizational and time management skills.• Agency Management System (i.e., EPIC, AMS 360) or other paperless computer system.Physical ActionsRequired job duties are essentially sedentary work consisting of occasional walking, standingand lifting and/or carrying 10 lbs. maximum, bending, talking, hearing.Education Requirements• High School Diploma• Current California Property and Casualty License, other states a plus.Experience Requirements• 4 to 5 years experience in Commercial Lines and or Commercial Entertainment insurance.• Agency or Brokerage experience.• Mastery of commercial lines insurance underwriting, coverage and rate analysis.• Experience utilizing commercial carrier websites to market and rate new and/or renewalbusiness such as Travelers, Fireman’s Fund, New York Marine, etc.• Must have experience with MS Office Suite (Word, Excel, Outlook)Special Skills Requirements• Strong written and verbal communication skills• Strong follow up skills• Results oriented• Fosters a customer service orientation• Sound problem solving skills• Consistent exercise of good judgment• Prioritize and complete multiple tasks simultaneously• High integrity• Work under pressure, meets deadlines• Work independently and with a team.
 Marsh McLennan Agency

Senior Account Manager -  Entertainment Insurance- MMA West

FILM &amp; TV - ACCOUNT EXECUTIVE
&nbsp;
Position Description
The primary function of this position is to provide the highest quality service to clients, identifying and proposing all lines of coverage available.
Daily servicing of customers will include addressing various coverage issues, contract analysis, exposure analysis, handling all the inside service work associated with the client&rsquo;s accounts, routine coverage questions, problem solving, renewal control, and collection and follow-up of cast medicals.
The AE should have experience in all areas of entertainment insurance. They will inform the Producer on strategic account issues, claims and other potential problems. They are responsible to oversee all processes related to renewals, account management and new business development, insuring the fulfillment of Film &amp; TV Standard Operating Guidelines (SOG&rsquo;s).
Location: Van Nuys, California
Position Requirements
&bull; Build and maintain constructive and effective relationships with clients by conducting face-to-face meetings and exceeding client expectations at all times.
&bull; Provide consistent, accurate, timely and pertinent communication to clients via emails, phone contact and meetings.
&bull; Respond to client inquiries/issues within a 24 hour timeline.
&bull; Resolve/assist with any service or claims issues/questions.
&bull; Evaluate and negotiate coverage terms and removal of certain restrictions and exclusions with carriers (i.e. risk assessments).
&bull; Conduct face-to-face meetings with the clients to review summary reports and to maintain client relationships as often as necessary.
&bull; Inform and educate clients about coverage, exclusions and exposures, gaps in coverage, stewardship programs, and other relevant information.
▪ Review contract/accounts to suggest including Union Guild, E&amp;O, Acquisitions &amp; Development, and AD&amp;D as needed.
&bull; Seek referrals from client base; follow through to get new accounts and cross-sell.
▪ Medical, Keyman, and Management Liability
&bull; Know and be up to date on the utilization of carrier websites, carrier communications, new coverage options and billing procedures.
&bull; Review all work products from Account Managers and Associate Account Managers, prior to submission to carriers or clients.
&bull; Full responsibility for managing Accounts Receivables.
&bull; Invoice, handle premium collections and accounting discrepancies in a timely manner.
&bull; Review audits and send to clients.
&bull; Maintain agency EPIC files accurately and consistently, document conversations in emails and other notes sent to clients, while adhering to all MIB electronic and EPIC procedures.
Physical Actions
&bull; Required job duties are essentially sedentary work consisting of occasional walking, standing and lifting and/or carrying 10 lbs. maximum
Education Requirements
&bull; High School Diploma, college degree preferred
&bull; Current California Property and Casualty License, other states a plus.
Experience Requirements
&bull; 5 or more years experience in film &amp; television insurance coverage options.
&bull; Agency or Brokerage experience.
&bull; Mastery of entertainment insurance underwriting, coverage and rate analysis.
&bull; Experience utilizing commercial carrier websites to market and rate new and/or renewal business (Fireman&rsquo;s Fund, Travelers, One Beacon &amp; Abacus).
&bull; Must have experience with MS Office Suite (Word, Excel, Outlook)
&bull; Agency Management System (i.e., EPIC, AMS 360) or other paperless computer system.
Special Skills Requirements
&bull; Strong written and verbal communication skills
&bull; Strong follow up skills
&bull; Interpersonal, analytical, problem solving abilities.
&bull; Organizational and time management skills.
&bull; Results oriented, work under pressure, meets deadlines
&bull; Fosters a customer service orientation
&bull; Sound problem solving skills
&bull; Consistent exercise of good judgment
&bull; Prioritize and complete multiple tasks simultaneously
&bull; High integrity
&bull; Work independently and with a team.
Marsh McLennan Agency

Sales Executive/Producer - Retirement Services in TX by Marsh McLennan Agency

Marsh McLennan Agency