Sales Executive, National Accounts

To find, engage and develop contacts with new clients and retain quality customers for the Graham Division of Marsh & McLennan Agency. In addition, Producers work closely with Account Managers, Claims Consultants and Surety on the renewal of their existing accounts.

Job Functions and Responsibilities

• Develop Quality Accounts: A Producer should solicit accounts that meet Graham Company underwriting and revenue criteria. Subsequently, the Producer will be responsible for producing minimum annual revenue amounts.
• Prepare Survey and Analysis on New Business : With few exceptions, the Producer will use independent discretion and judgment to prepare and present a Survey and Analysis of a prospect’s current insurance policies.
• Market Account in First Year: On new business, the Producer has the responsibility to use independent discretion and judgment for preparing an Underwriting Submission, as well as marketing the account to insurance companies. The Producer is also responsible for preparing and presenting the written proposal to the insured.
• Work with Account Managers throughout Renewal Process: The Producer should work with Account Managers to be sure that accounts are satisfactorily managed through the annual policy period and are being renewed properly and that the broadest coverage is obtained for the insured at a reasonable premium. The Producer should spot-check the Account Manager’s renewals, letters, billings, etc. to be sure his/her accounts are being serviced in a thorough and timely manner.
• The Producer is also responsible for supporting the Account Manager to develop a close working relationship with his/her accounts. The Producer works closely with the Account Managers to bond the Account Manager to the account.
• Assist in Claims Advocacy Process: The Claims Services Department handles the majority of claims situations. However, in unusual or sensitive claim situations where the Claims Services Department requests the assistance of the Producer, the Producer should work with the insured and/or the insurance carrier. Producer also assists in evaluating trends and identifying ways loss performance can improve.
• Collection of Premiums: The Producer has the ultimate responsibility for the collection of premiums on an account.
• The Graham Company may request the Producer’s services in connection with assignments not directly related to the job of the Producer. Such occasional assignments (e.g., acting as an insurance company liaison) are construed to be for the general good of the agency.
• Pursue a program for personal and professional development and maintain appropriate state licenses.
• Attend meetings relating to your position.

Job Specifications

• Prior experience working with large national accounts in construction, healthcare, and/or higher education required.
• College degree preferred or the equivalent work experience.
• Five (5) or more years of business experience; knowledge of the technical operations of an insurance agency strongly preferred.
• Ability to exercise independent discretion and judgment.
• Excellent management skills and ability to deal with people.
• High level of organizational ability.
• Demonstrated sales skills.
• High degree of self-discipline and motivation.
• High degree of intelligence with excellent verbal and written communication skills, as well as math skills.
• Ability to manage an Assistant.
• Holds required and appropriate insurance agent’s license.
• Maintain a valid Driver’s License or alternate efficient and effective means to visit clients/prospects.
• Professional demeanor.
• Regular and predictable attendance in accordance with the limitations and reporting procedures established by The Graham Company from time to time.
• Employees are required to be fit-for-duty which includes not being under the influence of drugs and/or alcohol. This includes any drugs that might impact an employee’s ability to safely perform their job.

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is:
• Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms;
• Occasionally required to stand and walk;
• Extensive use of computer and keyboard and viewing of computer screen is required;
• Specific vision abilities required by this job include vision, and ability to adjust focus.
• Other working conditions are normal for an office environment.

WORK LOCATION

• Work is typically performed in a hybrid manner based out of our Philadelphia, PA, office.

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: