Insurance Account Manager

2 days ago

Chicago, Illinois, United States Marsh LLC Full time
About Marsh McLennan Agency Midwest

Marsh McLennan Agency's Midwest Region is a leading provider of business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. Our team is dedicated to delivering exceptional service and creating measurable value for our clients.

Job Summary

We are seeking a highly skilled Account Manager to join our team. The successful candidate will be responsible for planning, executing, and tracking customized service strategies for our clients, designed to create measurable value and efficiencies in their businesses.

Key Responsibilities
  • Work with producers and account executives to plan and execute customized service strategies for clients
  • Manage the creation of proposals, providing summary of programs and options, service plans, and other specific deliverables
  • Build personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication
  • Analyze risk, coverage, program structure, and recommend options; execute coverage and program changes
  • Oversee the accuracy and display of information in client portals; consult with and enact client decisions on access to portal by their staff
  • Leverage insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed
  • Work with internal departments to ensure cohesiveness and timeliness of service execution, and create report of service plan execution through commitment report
  • Take an enterprise-wide approach to client service by collaborating with other service teams to create a cohesive client service experience
  • Manage time effectively to prioritize workload, client service requests, and service parameters on business processes
Market Strategy and Negotiation
  • Work with service teams to effectively manage and oversee new business and renewal processes by following workflow procedures and best practices
  • Create submissions for underwriters, engaging with clients and prospective clients on their exposures, coverages, and program needs, assembling into submission package following best practices
  • Communicate with underwriters on submissions and negotiate premium, coverage, and other terms on behalf of clients
  • Evaluate coverage, terms, and conditions of quotes received from underwriters; compare quote options from multiple carriers and present coverage comparisons as requested
  • Remain current on forms, coverage, insurance carriers, industry trends, and legislation
  • Maintain positive working relationships with insurance carriers, attend meetings and events as appropriate, and proactively learn about their products and underwriting approaches
Data and Process Integrity
  • Consistently follow client service workflows and appropriately engage internal resources such as process support team, procedure manuals, and reporting tools to ensure efficiency and accuracy of execution
  • Accurately maintain complete client files, including clear documentation of account detail in agency management systems, including policy information, activities, attachments, and correspondence
  • Achieve desired levels of data completeness and process integrity by consistently meeting activity timelines, quality metrics, and goals
Peer Relationships
  • Participate in ongoing scheduled meetings with service teams to discuss accounts, renewals, service needs, service platform, etc.
  • Train, guide, and mentor Client Service Representatives and other peers
  • Communicate effectively with Client Service Representatives and provide timely and complete information to allow them to establish positive client relationships and efficiently manage their processes and workload
  • Develop successful and effective working relationships with producers, account executives, client service representatives, service team members, managers, carriers, and members of other departments
Requirements
  • Producer License for Fire/Casualty
  • 2+ years Account Manager experience within an insurance brokerage, or comparable experience
Preferred
  • BS/BA in Business, Insurance, or related field
  • CPCU, ARM, CEBS, or other professional insurance designation related to discipline
  • Experience working with agency management systems
  • Proficient skill level in Microsoft Office Suite

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