Account Management Specialist

7 days ago


San Antonio, Texas, United States Marsh & McLennan Companies Full time
About the Role

Marsh & McLennan Companies is seeking a talented and driven commercial lines insurance professional to fill the role of Associate Account Executive. This position is critical to successfully support large middle market & risk management size accounts.

Key Responsibilities
  • Assist the client team in managing the client service cycle, including but not limited to, requesting updated exposure information, building submissions, reviewing quotes, building proposals, issuing certificates of insurance and auto ID cards, invoicing, maintaining account open items and obtaining, reviewing and transmitting binders and policies.
  • Assist the Producer and Associate Client Executives in growing the book of business.
  • Communicate frequently with Placement Brokers, Client Executives, Client Representatives and internal stakeholders and independently draft and send correspondences for circulation.
  • Maintain the account management system and software; ensure all posted information is accurate and timely and is accountable for the overall functionality and performance of the system for team use.
  • Complete all filings and documentation necessary for account work and compliance purposes in accordance with Company standards and coordinate with internal and external stakeholders to acquire necessary information or documentation to complete filings and processing.
  • Independently coordinate and organize large ad-hoc or reoccurring events including managing communications, creating the agenda, logistics and managing a budget.
  • Draft and review presentations or deliverables for account work to ensure all content is accurate, and appropriately relay and address all necessary topics or concerns.
  • Be responsible for accounting matters, reconcile Accounts Receivable with Accounting differences and follow up on all accounting related gaps or issues until they are resolved.
Requirements
  • Minimum High School Diploma or GED
  • 5 years of commercial lines insurance experience in a client facing role
  • Active Texas Property & Casualty License or the ability to obtain shortly after hire
  • MS Office proficiency with robust Excel, Word and PowerPoint skill set
  • Previous experience in a fast-paced office environment
  • Must be detail oriented and a quick learner
  • Excellent organizational and multitasking ability
  • Must possess strong communication skills
About Marsh & McLennan Companies

Marsh & McLennan Companies is the world's leading insurance broker and risk adviser. With over 35,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services.

Marsh is a business of Marsh & McLennan Companies (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue approaching US $17 billion and 76,000 colleagues worldwide, MMC helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman.



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