Insurance Account Manager

7 days ago


Aliso Viejo, California, United States Marsh & McLennan Companies Full time
Company Overview
Marsh & McLennan Agency is a leading provider of insurance and risk management solutions. We are committed to delivering exceptional service to our clients and providing a collaborative and dynamic work environment for our employees.

Salary Range
The estimated salary range for this role is $84,700 - $180,800 based on factors such as experience, skills, training, location, certifications, and education.

Job Description
We are seeking an experienced Client Service Executive to join our team. As a key member of our client-facing team, you will be responsible for managing client accounts, identifying new business opportunities, and developing and maintaining strong relationships with clients. Your primary goal will be to deliver exceptional client service and support the growth of our business.

Key Responsibilities
• Manage client accounts, including preparing monthly production and activity reports, managing receivables, and coordinating activities on accounts.
• Identify new business opportunities and develop strategies to pursue them, in collaboration with Client Sales Executives.
• Develop and maintain strong relationships with clients, including regular meetings and communication to ensure their needs are met.
• Lead, present, and participate in meetings with clients to discuss their account details and propose solutions.

Required Skills and Qualifications
• Bachelor's degree plus 3 or more years of daily World Class Client service experience, or a minimum of 6 years industry experience showing increasing responsibility directly related to the performance of the above duties, including 3 or more years of daily World Class Client service.
• Valid unrestricted California Fire & Casualty license and a valid Driver's license.
• Advanced insurance designations applicable to the above duties, such as CPCU or CIC designations.
• Excellent understanding of insurance terminology, trends, and factors influencing the industry, and the various lines of Business Insurance.
• Proficiency with MS Office Software (Word, Excel, Outlook).
• Ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written form.

Benefits
As a valued employee of Marsh & McLennan Agency, you will have access to a comprehensive benefits package, including health and welfare benefits, tuition assistance, 401K savings and other retirement programs, and employee assistance programs.

Career Mobility and Professional Development
We believe in investing in the growth and development of our employees, offering opportunities for career advancement, professional certifications, and training programs.

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