Insurance Account Manager

6 days ago

Scottsdale, Arizona, United States Marsh & McLennan Companies Full time
Job Title: Client Manager

At Marsh McLennan Agency, we are seeking a highly skilled Client Manager to join our team. As a Client Manager, you will be responsible for proactively managing the overall workflow for the books of business assigned to you.

Key Responsibilities:
  • Main point of contact for the client - addresses general questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates client on exclusions and exposures, prepares binders prior to expiration date, and resolves accounting discrepancies
  • Maintain contact and collaborate with internal (Sales Executives, Department Heads, Marketing personnel, Claims personnel, Accounting personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties
  • Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
  • Determine and coordinate the new/renewal marketing strategy for assigned clients, where applicable
  • Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business
  • Process, delegate and/or oversee audits, cancellation notices, endorsements, certificates and policy checking
  • Conduct all business in accordance with established policies and procedures
  • May attend client meetings on or off site on occasion
  • Other duties as assigned
Requirements:
  • 3+ years in commercial lines insurance
  • Licensed in Arizona Property/Casualty (or ability to transfer existing license)
  • Ability to effectively communicate, both written and verbally, to internal and external parties
  • Excellent time management, organizational and multi-tasking skills with high attention to detail
  • Ability to build and maintain effective relationships with clients, carriers and peers
  • Ability to work independently and in cross-functional teams
  • Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)
Preferred:
  • Some college or technical training in related discipline
  • CIC, CPCU, CRM, CISR designations
  • Previous Sagitta and ImageRight experience

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