Small Business Unit Account Manager

4 weeks ago


Portland, Oregon, United States Marsh McLennan Agency Full time

Small Business Unit Account Manager

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 9,000 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 Small Business Account Manager on our Business Insurance team 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.

The Small Business Account Manager at Clark Insurance, a Marsh McLennan Agency, is part of our Business Insurance division which specializes in consulting on property & casualty lines of coverage. SBU Account Managers provide a high, professional standard of service to our customers in their overall management of an assigned book of accounts. They consistently initiate contact with existing customers, identify needs and recommend appropriate coverages and products. In addition, the SBU Account Managers manage a book independently and are responsible for handling new business.

What can you expect to do?

  • Responsible for the servicing of assigned accounts independently, utilizing discretion and
  • independent judgment to craft solutions to be shared with customer.
  • Possess knowledge of carrier manuals, appetite, services and coverage forms/products available from each of our carrier partners
  • Advise customers/prospects on the insurance policies/products/services available for protecting their business assets
  • Responsible for front-end underwriting of customers to align the proper carrier and best solutions for the customer's insurance needs
  • Provide quotations, coverage summaries/comparisons, proposals and recommendations
  • Market new business and renewal submissions to carriers utilizing our standard submission forms
  • Responsible for customer communications, conflict resolution, and compliance on customer deliverables. Ensure customer or carrier conflicts are handled in an effective manner by identifying and implementing solutions as issues arise, keeping the team, Director/SVP informed of issues.
  • Responsible for the proper documentation in the agency management system of all customer communications and the confidentiality of all customer documentation
  • Guide processing of mail, renewals, new business, billing, cancellations, non-renewals, reinstatements, and other administrative functions carried out by associates and analysts
  • Follow all systems, procedures and regulations set forth by agency, insurance carriers, and state departments of insurance
  • Make customers aware of the services available in other departments within the agency
  • Work to attain individual, department and agency business goals
  • Continue to update job knowledge by participating in educational opportunities

Our future colleague.

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

  • 3-5 years of insurance service experience
  • Undergraduate degree or combination of industry education and experience
  • Property & Casualty License
  • Holds the Associate in General Insurance designation
  • Strong working knowledge of business insurance coverages
  • Extremely detail oriented
  • High level of initiative and able to work well in a team environment
  • Motivated, goal-oriented, persistent and skilled negotiator
  • Strong technical capacity with knowledge of Microsoft Office software products
  • Handles stressful situations and deadline pressures well
  • Strong communication, organization and time management skills
  • Results driven with a positive, professional attitude and exceptional customer service focus
  • Plans and executes responsibilities independently and with discretion

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 programs ensure you have time to recharge including 15 vacation days, 3 personal days, 10+ holidays, 2 floating holidays, and 4 days for learning & development
  • Comprehensive medical, dental and vision plans
  • 401K and company match program
  • 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 social media 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.

#MMANEW



  • Portland, Oregon, United States ASI Business Group Inc. Full time

    Job Description Job Description We are looking for an Account Manager to foster long-term, trusting relationships with our clients. The ideal candidate will be required to work closely with their Account Management Team to ensure each client's needs are met. Their role is to oversee and grow an existing book of business in the healthcare and title and escrow...


  • Portland, Oregon, United States RoadSafe Traffic Full time

    Job Description Job Description At RoadSafe, safety is our foundation, integrity is the compass that guides our actions, and customer satisfaction is our top priority. We take pride in our highly skilled and dependable workforce, value our employees and reward their dedication. With over 40 locations nationwide, our mission is to protect the motoring public,...

  • Accounting Manager

    2 weeks ago


    Portland, Oregon, United States Competitive Edge Recruiting Full time

    Job DescriptionJob DescriptionThe Portland metro area is going through some exciting growth changes and hiring an Accounting Manager to coach & mentor their accounting team. This organization is dynamic and has a great reputation, stability and growth potential. This position is Hybrid, you must be a local candidate to be considered. Key...


  • Portland, Oregon, United States Marsh McLennan Agency Full time

    Account Analyst, Business Insurance 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 9,000 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...


  • Portland, Oregon, United States Marsh McLennan Agency Full time

    Account Analyst, Business Insurance 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 9,000 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...

  • Accounting Manager

    2 weeks ago


    Portland, Oregon, United States LHH Full time

    Accounting Manager-Hybrid-Portland, Oregon -$60-$70/hour Our Portland client is looking for a consultant to step in and lead small corporate accounting team through year end. Are you looking for a new consulting role with a stable, growing client, offering a lot of flexibility and nice team? Accounting Manager Job Responsibilities:Financial Reporting,...


  • Portland, Oregon, United States Amazon Full time

    Amazon is a pioneering, dynamic, and energetic company that thrives on unique and peculiar ways. We take pride in our single-minded obsession over customer satisfaction and our ability to maintain a curious and vibrant culture no matter how large the company grows. We endeavor to build our legacy as Earths most customer-centric company and to continue to...


  • Portland, Oregon, United States Galderma Full time

    With a unique legacy in dermatology as well as decades of cutting-edge innovation, Galderma is the pure-play dermatology category leader, present in approximately 90 countries. We deliver an innovative, science-based portfolio of premium flagship brands and services that spans the full spectrum of the fast-growing dermatology market through Injectable...


  • Portland, Oregon, United States Fortune Brands Innovations, Inc. Full time

    At Fortune Brands Innovations, we believe that our innovation and success are fueled by the passion of our people and the strength of our teams. Together, we work to fulfill dreams of home by aligning around common goals, being agile in the face of change, holding ourselves accountable, and acting with integrity and transparency. We succeed when everyone...


  • Portland, Oregon, United States Greenbacker Full time

    Greenbacker Renewable Energy Company is an independent power producer (IPP) and a leading climate-focused investment manager (IM), whose mission is to empower a sustainable world by connecting individuals and institutions with investments in clean energy. Since our founding in 2011, we've grown to over 180 employees in four offices-New York City, Portland,...

  • Account Manager

    2 weeks ago


    Portland, Oregon, United States White Cap Supply Holdings, LLC Full time

    A position at White Cap isn't your ordinary job. You'll work in an exciting and diverse environment, meet interesting people, and have a variety of career opportunities. The White Cap family is committed to Building Trust on Every Job. We do this by being deeply knowledgeable, fully capable, and always dependable, and our associates are the driving force...


  • Portland, Oregon, United States Vestas Full time

    The Account Manager, professional level is an essential member of the Service Commercial team who serves as a primary point of contact and customer service representative for service customer accounts at the corporate level. Responsibilities The primary responsibility of the account manager is to perform customer relationship management and improve customer...

  • Business Manager

    2 weeks ago


    Portland, Oregon, United States Conam Group Full time

    Business Manager (Assistant Community Manager) Job Category :Property Mgt OnsiteRequisition Number :BUSIN008265Apply nowFull-TimeLocations Showing 1 locationPortland, OR 97217, USA Description Business Manager (Assistant Community Manager) | Yacht Harbor Club | Portland, ORWHO WE ARE:CONAM Management Corporation is part of The CONAM Group, a multi-family...


  • Portland, Oregon, United States Sunrise Systems Full time

    Job Title: Manager Business Performance Job ID: - Location: Portland, ME Duration: Months contract on W Description: Develop reporting for onshore/offshore business segments, automation of current processes. Monthly reporting for renewables segment results, quarterly forecasting. Required Education and Experience: Finance, accounting, business...


  • Portland, Oregon, United States Lithia Motors Full time

    Dealership: L0650 Northwest Finance Center Buick GMC of Beaverton Are you an accounting or finance professional with automotive experience? Put your career in gear and come be a part of the Automotive Industry future with the Lithia Motors family, a Fortune 200 company. We are committed to growing our company and Growing our People Responsibilities: As a...

  • Accounting Manager

    2 weeks ago


    Portland, Oregon, United States ZGF Architects Full time

    ZGF is seeking an Accounting Manager to join our team in our Portland office. The Accounting Manager will be responsible for managing the GL and financial reporting processes of ZGF and its affiliated entities, providing various types of financial analysis and forecasting, leading audits and managing the tax filings. The ideal candidate will have prior...

  • Account Manager

    2 weeks ago


    Portland, Oregon, United States Alera Group Full time

    CSNW Benefits is a well-established, Northwest benefits company based in Portland, Oregon. We help employers attract, retain, and reward employees through innovative, customizable, cost-effective, healthcare and benefits packages. Through our responsive and empathic customer service, compliance tools, and HR resources, we support employees with access to...

  • Key Account Manager

    4 weeks ago


    Portland, Oregon, United States adidas Full time

    At adidas, every day is a chance to flip the script. An invitation to take everythingwe know and re-invent it. Do it better. Never settling for good enough. Every day we get up, invent, adapt, improvise, find new ways to collaborate,and do the unexpected. We're creators, makers and doers. Helping athletes make a difference, not just in their games, but in...

  • Key Account Manager

    1 month ago


    Portland, Oregon, United States adidas Full time

    At adidas, every day is a chance to flip the script. An invitation to take everythingwe know and re-invent it. Do it better. Never settling for good enough. Every day we get up, invent, adapt, improvise, find new ways to collaborate,and do the unexpected. We're creators, makers and doers. Helping athletes make a difference, not just in their games, but in...

  • Key Account Manager

    4 weeks ago


    Portland, Oregon, United States adidas Full time

    At adidas, every day is a chance to flip the script. An invitation to take everythingwe know and re-invent it. Do it better. Never settling for good enough. Every day we get up, invent, adapt, improvise, find new ways to collaborate,and do the unexpected. We're creators, makers and doers. Helping athletes make a difference, not just in their games, but in...