Insurance Account Manager

3 days ago


East Millinocket, Maine, United States Maury Donnelly & Parr Full time
Job Title: Client Manager

Maury Donnelly & Parr is seeking a highly skilled Client Manager to join our team in Cockeysville, MD. As a Client Manager, you will be responsible for managing assigned accounts, analyzing accounts for adequacy and appropriate coverage, and preparing final proposal presentations.

Key Responsibilities:
  • Manage assigned accounts and analyze accounts for adequacy and appropriate coverage.
  • Prepare final proposal presentations, analysis, and summaries as needed.
  • Review endorsements for completion and accuracy.
  • Market the account and review marketing placements.
  • Initiate and follow up on renewal applications.
  • Identify cross-selling opportunities and expand existing accounts by identifying potential gaps in coverage.
  • Responsible for ensuring all terms and conditions of insurance policies are properly prepared.
  • Track claims and flag claim-heavy accounts and incorrectly written accounts.
  • Responsible for agency billing according to service standards.
Requirements:
  • Bachelor's Degree (BA) from a four-year college or university, or 1-2 years of related experience and/or training, or equivalent combination of education/experience.
  • Property and Casualty Insurance License required.
  • Computer skills required: Applied Epic Online Database software; Microsoft Office Suite.
Benefits:

Our agency offers a collegial work environment, exciting opportunities for professional growth, and generous benefits, including paid maternity leave (after 1 year of work), family health, vision, and dental benefits. 401(k) plan with immediate vesting. Hybrid telework arrangements available.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions, including but not limited to skill sets, experience, and training. At MDP, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case.



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