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Account Manager
2 months ago
Job Summary
We are seeking a highly skilled Account Manager to join our Business Insurance team at Marsh McLennan Agency. As an Account Manager, you will be responsible for maintaining a book of business, providing exceptional customer service, and driving sales growth.
Key Responsibilities
- Maintain accurate and up-to-date files in our agency management system and document management system.
- Perform account transactions, including applications, quotations, ID cards, endorsements, invoices, binders, renewals, certificates, follow-up, and correspondence on assigned accounts.
- Obtain renewal information from insureds and companies on designated accounts prior to renewal and complete applications as needed.
- Ensure timely and complete interactions with customers, agency, and company personnel to minimize potential errors and omissions claims.
- Review existing accounts to determine if additional lines of insurance should be solicited.
- Receive and review all terminations and cancellations to determine action to be taken.
- Actively review increases in limits and/or overages or rounding out accounts through sales to clients at service contact opportunities.
- Document all material conversations with insureds and/or carriers regarding exposures and coverages.
- Manage a book of business alongside the assigned Producer on the account.
- Gather and prepare submission information as appropriate to the account and coordinate the remarketing process.
- Participate in client meetings.
- Conduct online rating and use of insurance analysis tools.
- Consistently strive to make a positive contribution to customer satisfaction.
- Assist the production unit in special projects related to sales and/or servicing.
- Ensure confidentiality of information acquired.
- Respond to clients on all facets of customer service, including coverage review, analysis, and recommendations, quoting and securing coverage, and claims assistance with minimal guidance.
Requirements
- High School diploma or general education degree; some college or higher education preferred.
- 3-5 years' experience in underwriting, rating, and billing or prior insurance experience at an agency or related company.
- 1-2 years' experience providing customer service to commercial lines customers.
Preferred Qualifications
- Ability to read and interpret documents such as renewal applications, workers' compensation mod sheets, and procedures manuals.
- Ability to professionally communicate information and respond to questions from groups of managers, clients, customers, and the public.
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
About Us
Marsh McLennan Agency is a leading provider of business insurance, employee health and benefits, retirement, and private client insurance solutions. 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 fulfillment outside of work.
Benefits
- Generous time off, including personal and volunteering.
- Tuition reimbursement and professional development opportunities.
- Hybrid work.
- Charitable contribution match programs.
- Stock purchase opportunities.