Personal Lines Account Manager

3 weeks ago

Portland, Oregon, United States Marsh McLennan Agency Full time

Account Manager, Personal 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 how you can thrive as a Senior 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.

Account Managers at Clark Insurance, a Marsh McLennan Agency, provide a high, professional standard of service to Clark Insurance 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, Account Managers build relationships with customers and carrier underwriters to encourage growth and retention of the book of accounts.

  • Manage, retain and grow assigned book of accounts by planning and carrying out daily responsibilities with minimal direction, using sound judgment and independent thinking
  • 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 financial assets
  • Responsible for front-end underwriting of accounts to align the proper carrier and best solutions for the customer's/prospect's insurance needs
  • Provide quotations, coverage summaries/comparisons, proposals and recommendations proposed
  • Responsible for all 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 and informing the department director of any problems.
  • Responsible for the proper documentation in the agency management system of all customer communications and the confidentiality of all customer documentation
  • Provide periodic coverage reviews to address new/changing insurance needs of customers. Make customers aware of the services available in other departments within the agency
  • 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
  • Work to attain individual, team, 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 personal 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
  • Exceptional 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

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