Senior Account Manager
4 weeks ago
We are seeking a highly skilled Senior Account Manager to join our team at Marsh McLennan Agency Midwest. As a Senior Account Manager, you will be responsible for driving the successful policy delivery and service to our clients. You will work closely with the Producer and/or Account Executive to plan, execute, and track a customized service plan for each client.
Key Responsibilities- Build effective, personalized working relationships with clients and prospective clients, learning their risk and insurance program needs.
- Engage the full service team and resources as appropriate to create measurable value and efficiencies in our clients' business.
- Define the success of this role as the smooth facilitation of a collaborative service experience.
- Work with Producer and/or Account Executives, service team, and other internal departments to plan, execute, and track customized service strategy for each client.
- Manage creation of proposals, providing summary of programs and options, service plan, and other specific deliverables designed to support clients in making decisions about insurance programs.
- Build personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email, and in-person meetings.
- 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 to prioritize workload, client service requests, and service parameters on business processes.
- Producers License for Fire/Casualty or Life/Health, as appropriate for role.
- 3+ years of Account Manager experience within an insurance brokerage, or comparable.
- Experience with strategic planning and implementation of complex accounts.
- 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.
- Advanced skill level in Microsoft Office suite.
We offer a competitive salary range of $83,080 to $147,690, with the base pay determined on factors such as experience, skills, training, location, certifications & education. We also offer a range of benefits, including medical, dental, vision, 401K benefits, and more. Our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth, and we are recognized for our workplace culture by the likes of Fortune Magazine, The Chicago Tribune, and more.
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