Job Title: Associate Account Executive – Business Insurance
Location: Simi Valley, California
Business Unit: Marsh McLennan Agency
Industry Focus: Real Estate & Manufacturing
Job Description
Olympic/MMA is seeking a motivated and client-focused Associate Account Executive (AAE) to join our Business Insurance team in Simi Valley, California office. This role will specialize in serving clients within the real estate and manufacturing sectors, providing comprehensive insurance solutions that protect their assets and support their business growth.
As an Associate Account Executive, you will work closely with senior brokers and underwriters to manage client relationships, support account servicing, and contribute to business development efforts. This is an excellent opportunity for a driven insurance professional to grow their career within a leading global risk management and insurance brokerage firm. With 9,000 colleagues and 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).
Key Responsibilities
- Support the management and growth of client accounts in the real estate and manufacturing industries, ensuring high levels of client satisfaction and retention.
- Assist in the development and delivery of tailored commercial insurance solutions, including property, liability, workers’ compensation and other relevant coverages.
- Collaborate with brokers, underwriters, and internal teams to analyze client risk profiles and recommend appropriate insurance products.
- Prepare and review insurance proposals, policy documents, and renewal submissions.
- Maintain accurate and up-to-date client records and documentation in EPIC and MMA systems.
- Respond promptly to client inquiries and resolve service issues with professionalism and efficiency.
- Support sales initiatives by identifying opportunities for account growth and cross-selling additional insurance products.
- Stay informed on industry trends, regulatory changes, and market conditions affecting the real estate and manufacturing sectors in California.
- Obtain and maintain required insurance licenses and pursue relevant professional certifications.
Qualifications
Education & Experience:
- Bachelor’s degree in business, finance or related field preferred.
- 3-5+ years of experience in commercial insurance account management or client service, preferably within the real estate or manufacturing industries.
- Experience with Property & Casualty (P&C) insurance products and commercial lines underwriting.
- Familiarity with California insurance regulations and market dynamics is a plus.
Licenses & Certifications:
- California Property & Casualty (P&C) insurance license required or must be obtained within 90 days of hire.
- Professional designations such as CIC, CPCU, ARM is advantageous.
Skills & Competencies:
- Strong knowledge of commercial insurance products relevant to real estate and manufacturing clients.
- Excellent verbal and written communication skills.
- Analytical mindset with the ability to assess risks and interpret insurance policies.
- Proven ability to build and maintain client relationships.
- Proficiency in Microsoft Office Suite and Applied EPIC management system.
- Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.
- Client service-oriented with a proactive approach to problem-solving.
- Sales aptitude and a drive to contribute to business growth.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Generous time off
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://www.flipsnack.com/BB9CD8DD75E/limitless-opportunities
Follow us on social media to meet our colleagues and see what makes us tick:
- https://www.instagram.com/lifeatmma/
- https://www.facebook.com/LifeatMMA
- https://twitter.com/LifeatMMA
- https://www.linkedin.com/company/marsh-mclennan-agency/
The applicable base salary range for this role is $49,400 to $105,400. 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.
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EEO Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
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The applicable base salary range for this role is $64,700 to $120,400.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. 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.Skills Required
- 3-5+ years of experience in commercial insurance account management or client service
- Experience with Property & Casualty (P&C) insurance products and commercial lines underwriting
- California Property & Casualty (P&C) insurance license required or must be obtained within 90 days of hire
- Proficiency in Microsoft Office Suite and Applied EPIC management system
- Strong verbal and written communication skills
- Analytical mindset with ability to assess risks and interpret insurance policies
- Proven ability to build and maintain client relationships
- Strong organizational skills and ability to manage multiple priorities
- Sales aptitude and a drive to contribute to business growth
- Bachelor's degree in business, finance, or related field
- Familiarity with California insurance regulations and market dynamics
- Professional designations such as CIC, CPCU, ARM
Marsh McLennan Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.
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Leave & Time Off Breadth — Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
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Healthcare Strength — Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
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Retirement Support — Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.
Marsh McLennan Insights
What We Do
Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.
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