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Associate Account Manager
2 months ago
We are seeking a highly skilled Associate Account Manager to join our Personal Lines team. As a key member of our team, you will be responsible for maintaining and updating the Communication Log daily, creating transmittal letters and other correspondence letters as necessary, and gathering and compiling insurance documentation from clients into our agency management system, Applied EPIC.
Key Responsibilities- Maintain and update the Communication Log daily
- Create transmittal letters and other correspondence letters as necessary
- Gather and compile insurance documentation from clients into our agency management system, Applied EPIC
- Review and maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients
- Generate Motor Vehicle Reports (MVR), C.L.U.E. (Comprehensive Loss Underwriting Exchange) reports and property reports
- Draft proposal templates
- Strong written and verbal communication skills
- Strong follow-up skills
- Results-oriented
- Sound problem-solving skills
- Consistent exercise of good judgment
- Sense of urgency and time management
- High integrity and work ethics
- Ability to routinely work under pressure, meets deadlines
- High attention-to-detail
- Work independently and collaboratively with a team
- College Degree preferred (high school diploma is required)
- Active California Department of Insurance License preferred
- 1 year of experience preferred
- Proficient MS Office Suite (Word, Excel, Outlook)
Marsh McLennan and its affiliates are EEO Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. 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.
We offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.