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Senior Account Manager

2 months ago

Chula Vista, California, United States Marsh Full time

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 10,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Sr. Account Manager at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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 McLennan (NYSE: MMC).

A day in the life.

As our Sr. Account Manager on the Business Insurance team, you'll:

  • Maintains files in agency management system and document management system in an orderly, up-to-date manner.
  • Perform account transactions including but not limited to applications, quotations, ID cards, endorsements, invoices, binders, renewals, certificates, follow-up and correspondence on assigned accounts.
  • Obtains renewal information from the insured and company on designated accounts prior to renewal and completes applications as needed.
  • Conducts periodic service calls for designated accounts.
  • Performs special projects at the request of designated clients after being approved by manager.
  • Maintains a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims.
  • Reviews renewals to determine if non-standard policies can be rewritten in a standard program. Prepares rewrite applications for business through companies no longer represented. Secures and submits required renewal underwriting information.
  • Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies.
  • Reviews existing accounts to determine if additional lines of insurance should be solicited.
  • Receives and reviews all terminations and cancellations to determine action to be taken.
  • Actively reviews increases in limits and/or overages or rounding out accounts through sales to clients at service contact opportunities.
  • Documents all material conversations with insured and/or carriers regarding exposures and coverages.
  • Mentors and trains new and existing staff as requested by management.
  • Assists with claims handling.
  • Handles process of new business and renewal marketing.
  • Participates in stewardship and client meetings
  • Advises and counsels clients
  • Manages client relationship with minimal oversight
  • Resolves complicated service issues
  • Assists Producers as needed.
  • Performs other functions as assigned by management.

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

  • Demonstrated proficiency in all aspects of account management.
  • Insurance Professional Designations (examples: CIC, CPCU, CISR)
  • Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions.
  • Proficient in use of personal computer, calculator, agency automation system, Microsoft products including Word, Excel Access and Outlook.
  • Consistently shows professional demeanor, ownership in work and is actively engaged in mentorship.

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

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, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work
  • Charitable contribution match programs
  • Stock purchase opportunities

To learn more about a career at MMA, check us out online: or flip through our recruiting brochure:

Follow us on LinkedIn, Facebook, Instagram, and Twitter to meet our colleagues and see what makes us tick:

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 EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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