Business Insurance Account Executive
2 weeks ago
Department:
Business Insurance – Bay Area
Overview
As an Insurance Client Relations Manager within the Business Insurance Department, you will oversee accounts generating less than $20,000 in revenue with limited oversight. This position entails crafting insurance solutions, marketing accounts to insurers, proposing renewal conditions to clients, and addressing daily service inquiries.Key Responsibilities:
- Managing renewals and new business opportunities
- Acting as the primary liaison for clients and insurers
- Gathering and managing renewal data
- Creating, marketing, and negotiating client renewals and new business
- Preparing proposals and participating in client meetings
- Managing insurance binders and daily client service
- Endorsements
- Certificates of Insurance
- Invoices
- Accounts Receivable
- Finance Agreements
- Audits
- Automatic renewals
- Maintaining client records
- Updating client files and systems
- Summaries and schedules of insurance
Professional Development: Enhance analytical, strategic, customer service, and communication skills to advance to a Client Manager II or Client Service Executive role.Project Management:
- Efficiently managing the renewal timeline
- Developing and executing a Client Service Plan
- Ensuring timely delivery of R&LA commitments
Work Environment & Physical Requirements: Capability to operate office equipment, sit for extended durations, and occasional travel to client locations. The work environment may necessitate overnight stays while ensuring the safety and well-being of all individuals.
The Insurance Client Relations Manager position offers a competitive salary range between $56,400 and $120,500. Salary determinations are influenced by various factors such as experience, skills, location, and education. Performance-based incentives may also be available. Additionally, the role includes comprehensive benefits such as health coverage, 401K savings plans, and more. Marsh & McLennan Agency fosters a supportive work culture that prioritizes diversity and inclusivity, providing extensive benefits, career development opportunities, and employee programs.
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