Marsh McLennan

Sr. Commercial Account Consultant

Marsh McLennan • $100K — $120K *
San Antonio, TX 78228Hybrid
Finance & Insurance
8 - 10 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 10+ years in commercial insurance or risk management roles
  • Active Texas Property & Casualty Agent License
  • Mastery of commercial insurance products and alternative risk financing strategies
  • Proven experience managing complex, multi-faceted accounts
  • Strong client-facing and communication skills across organizational levels
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft Office and preferably EPIC agency management system
  • Bachelor's degree in business, finance, or related field; professional designations like CIC, CRM, or CPCU preferred

Responsibilities

  • Ensure client satisfaction and retention as the primary relationship manager
  • Manage execution and delivery of client timelines and coordinate account activities
  • Conduct regular client meetings to assess satisfaction and enhance outcomes
  • Develop relationships with client decision-makers and senior leadership teams
  • Provide strategic risk management recommendations aligned with business priorities
  • Analyze risk data and market trends to recommend insurance solutions
  • Oversee implementation and renewal execution for seamless account transitions

Benefits

  • Collaborative work environment with a focus on team development
  • Opportunity to serve as a subject-matter expert in the industry
  • Engage in marketing and business development at industry events
  • Access to advanced training and professional development opportunities
  • Expectation of a supportive culture that values work-life balance
Full Job Description
Senior Commercial Account Consultant

Department: Business Insurance / Property & Casualty

We are seeking a talented Senior Account Consultant to join our Business Insurance team at Marsh McLennan Agency. This role provides the opportunity to manage complex commercial insurance accounts and serve as a primary consultant and relationship manager for our clients. This position is a highly experienced individual contributor who manages 4-8 very complex accounts and works collaboratively with Producers and the broader account management team.

As a Senior Account Consultant, you will directly manage client insurance programs, provide strategic risk management recommendations, oversee renewals and implementation activities, and serve as a subject-matter expert and trusted advisor to your clients and internal teams. This role will be based in San Antonio, Texas. Due to the close working relationship with between the Senior Account Consultant, Producers, and Account Executives this role has a requirement of three to four days a week in the office.

We will count on you for:

Client Satisfaction & Relationship Management
  • Own client satisfaction and retention; serve as the primary resource and relationship manager for strategic issues.
  • Directly manage the execution and delivery of client calendar/timeline milestones and coordinate account team activities.
  • Conduct meetings and maintain ongoing communication with clients to assess satisfaction and proactively improve outcomes.
  • Develop and maintain strong relationships with client decision-makers, senior HR/Risk leadership, and C-suite sponsors.
  • Monitor and manage the quality of service delivered by MMA team members, carriers, TPAs, and vendors.


Consulting & Technical Expertise
  • Consult with clients and provide strategic risk management and plan design recommendations that align with their business strategy, culture, and priorities.
  • Analyze risk data, client operations, and market trends to develop appropriate insurance solutions and funding arrangements.
  • Present financial and risk management reports with data and information relevant to planning, budget considerations, and strategic decision-making.
  • Maintain strong working knowledge and command of commercial insurance products, carrier/TPA services, and alternative risk financing strategies (e.g., deductibles, SIRs, Captive programs).
  • Maintain mastery-level knowledge of MMA services, resources, capabilities, and leverage them effectively on behalf of clients.
  • Lead pre-renewal planning, strategy development, renewal bid management, and vendor negotiations.


Implementation & Operations
  • Oversee implementation, renewal execution, and transition activities to ensure smooth account transitions.
  • Track and monitor account revenue levels.
  • Function as the primary go-to resource for client contract reviews and ensure maintenance of organized, timely records via EPIC.
  • Ensure adherence to service timelines and maintain service plans through continuous use of renewal timelines and workflow checklists.


Marketing & Business Development
  • Represent MMA externally at conferences, meetings, councils, community events, and industry forums.
  • Support RFPs, finalist presentations, and MMA marketing initiatives.
  • Maintain market knowledge, stay current with industry trends, and cultivate strong carrier/TPA/vendor relationships.
  • Make recommendations for additional products, services, and opportunities to expand broker/consultant services with existing clients.


Leadership & Team Development
  • Serve as an internal subject-matter expert in designated areas of expertise.
  • Maintain and exhibit a positive, professional appearance and image that reflects MMA standards of excellence.


Compliance & Internal Contributions
  • Understand and adhere to MMA policies, procedures, and employee handbook requirements.
  • Adhere to security and compliance requirements; appropriately manage and protect PHI/PII; protect agency intellectual capital.
  • Meet or exceed role model standards of excellence in daily work and service delivery.


What you need to have:

  • 10+ years of commercial account executive, account consultant, or related experience in insurance brokerage or risk management.
  • Active Texas Property & Casualty Agent License required.
  • Strong technical knowledge and mastery of commercial insurance products, underwriting, and alternative risk financing strategies (e.g., deductibles, SIRs, Captive programs).
  • Proven ability to manage complex, multi-faceted accounts; prioritize competing deadlines; and deliver high-quality results under pressure.
  • Exceptional client-facing and communication skills with the ability to build credibility and influence at all levels of an organization.
  • Excellent written and verbal communication skills; ability to present clearly and concisely to both technical and non-technical audiences.
  • Demonstrated problem-solving skills and comfort working with data, analytics, coverage evaluation, and risk identification processes.
  • Proficiency with Microsoft Office suite (Word, Excel, PowerPoint, email); proficiency with EPIC agency management system and CRM platforms preferred.
  • High level of organization with strong attention to detail; ability to manage multiple priorities and deadlines simultaneously.
  • Bachelor's degree in business, finance, risk management, or related field (or equivalent professional experience); CIC, CRM, or CPCU professional designation preferred.


What makes you stand out:

  • You take ownership and deliver with urgency, precision, and accountability.
  • You excel at translating complex technical insurance concepts and regulatory requirements into clear, practical guidance for clients.
  • You are a collaborative teammate who elevates those around you through coaching, clear communication, and subject-matter expertise.
  • You thrive in a fast-paced, dynamic environment and actively seek opportunities to improve processes, client outcomes, and team performance.
  • You maintain a consultative approach and demonstrate mastery-level knowledge of products, markets, and client business operations.

About Marsh McLennan

Marsh McLennan Careers

Join the exceptional team at Marsh McLennan, a global leader in professional services, offering unparalleled job opportunities in insurance, risk management, and consultancy. As the company propels forward, it invites dedicated professionals to contribute to a culture of innovation, leadership, and growth.

Work You’ll Do

At Marsh McLennan, you will engage with complex challenges that push the boundaries of your skills and knowledge. Our team thrives on diversity and the shared goal of delivering impactful solutions to our clients worldwide. By joining us, you will be part of a culture that values diversity training and leadership development, ensuring every team member is equipped for success.

Explore Professional Growth

Marsh McLennan is committed to the professional growth of its employees. Whether you are seeking a position that offers a path to leadership or looking for robust internship programs to kickstart your career, Marsh McLennan provides the resources and global platform to propel your ambitions into achievements. Our benefits package is designed to support the well-being and continuous professional development of all staff, from entry-level to senior leadership roles.

Innovative Work Environment

Our company is at the forefront of industry innovation. The collaboration between experienced professionals and fresh talent generates dynamic solutions that keep Marsh McLennan at the cutting edge of the industry. Our team is encouraged to lead with creativity and embrace new ideas, driving the company’s legacy of pioneering industry-first solutions.

Join Our Team

Marsh McLennan is hiring! Explore the multitude of job opportunities on our careers page, from strategic advisory roles to operational excellence positions. We look for passionate, curious, and solution-driven team players. Enhance your career with Marsh McLennan, where your skills will be honed through challenging projects and high-impact strategies.

Networking and Career Advancement

Networking at Marsh McLennan opens doors to enriching connections and countless opportunities within the industry. Our professionals benefit from an environment that fosters networking through events, professional groups, and collaborative projects. With Marsh McLennan, career advancement is not just a possibility—it is an expectation.

Prepare for Your Interview

Ready to apply? Make sure your resume highlights your most relevant experiences and skills tailored to the position you are applying for. Our interview process is designed to understand your capabilities and fit with our team’s goals and values. Prepare to discuss how your background, experiences, and professional aspirations align with the opportunities at Marsh McLennan.

Stay Connected

Keep up to date with the latest from Marsh McLennan: - **Career Insights**: Gain insider perspectives and industry-leading insights through our careers blog. - **Job Alert Emails**: Personalize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the rewarding career opportunities awaiting at Marsh McLennan, where your professional journey is just the beginning. Join us in shaping a future defined by insight, integrity, and innovation.
Learn more about Marsh McLennan
Size
83,000 employees
Market Cap
$82.6 billion
Industry
Finance & Insurance
Net Income
$2 billion
Founded
1914
5 Year Trend
+8.5%
Revenue
$17.2 billion
NASDAQ
MMC
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Marsh McLennan

More Finance & Insurance Jobs

Find similar Sr. Commercial Account Consultant jobs:

NationwideSan Antonio, TX