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Senior Account Representative
2 months ago
About the Role:
US001 Marsh USA LLC is seeking a highly skilled and driven individual to fill the position of Senior Account Representative. This role is a critical part of the overall account team and is responsible for driving new business and facilitating retention throughout the client lifecycle.
Key Responsibilities:
- Collaborate with Account Executives to improve the client experience and drive growth and retention.
- Oversee the review and follow-up of endorsements, policy issuance, extensions, audits, and cancellations, and escalate concerns to direct managers or client teams as necessary.
- Ensure the success of the renewal cycle by completing renewal protocols, gathering information, tracking quotes, and ensuring documents are issued correctly and on time in accordance with professional standards.
- Strengthen and maintain relationships with clients, prospects, client teams, and producers to provide best-in-class service and drive growth and retention.
- Oversee the process of ensuring that all client information is collected, reviewed, updated, and communicated to the placement team for optimal program solutions and pricing.
Requirements:
- Bachelor's degree or equivalent work experience.
- Ability to obtain a Property & Casualty (P&C) License within three months after hire.
- MS Office proficiency (Excel, Outlook, Word, PowerPoint).
- Strong organizational skills, ability to multi-task, and work in a fast-paced environment.
- Attention to detail with a focus on accuracy.
- Self-starter with the ability to work independently.
Preferred Qualifications:
- Currently hold a Property & Casualty (P&C) License.
- Commercial Property & Casualty Insurance experience.
- Previous office-based customer service experience.