Insurance Account Manager

4 weeks ago


New York, New York, United States Marsh LLC Full time
Job Summary

As an Account Manager within Private Client Services (PCS) at Marsh McLennan Agency, you will be responsible for developing and servicing new and existing Private Client Group accounts. This role requires strong communication and relationship-building skills, as well as the ability to analyze situations and make proactive decisions.

Key Responsibilities

Act as the primary contact with the Producer and/or Client
Place new business and cross-sell as needed to maintain client's insurance program
Function as the primary contact with all vendors to ensure proper processing of all requests necessary to effectively maintain the client's insurance program
Maintain positive client relationships and be able to analyze situations, make proactive decisions and follow through
Prepare and obtain pre-renewal updates for all clients
Create Acord applications, including Supplemental, as needed, for submissions to carriers
Prepare proposals or summaries for renewal terms when requested
Issue Acord Insurance Binders for renewal terms if policies are not delivered to clients prior to renewal
Identify and resolve accounting discrepancies
Create requests for changes to client's coverages
Process mail and phone requests on a daily basis
Prepare documents for renewal terms, including insurance proposals and binders

Requirements

5+ years of insurance industry experience with at least 2+ spent within Personal Lines
Bachelor's Degree preferred but High School Diploma and equivalent work experience is acceptable
Effective oral and written communication and relationship-building skills essential
Proficiency with Microsoft Office products, including Word, Excel and PowerPoint
Exceptional time management and organization skills

What We Offer

Marsh McLennan Agency offers a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other wellbeing programs as well as employee assistance programs. We are an EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employer.

About Us

Marsh McLennan Agency is a leading provider of business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

Why Join Us

We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.

Base Salary Range

The applicable base salary range for this role is $49,400 to $120,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis.

Performance-Based Incentives

This position may be eligible for performance-based incentives.

Equal Employment Opportunity

Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

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