Insurance Program Manager

2 weeks ago

Lake Charles, Louisiana, United States Marsh LLC Full time

Job Summary: We are seeking a highly skilled Insurance Program Manager to join our team at Marsh & McLennan Agency. The successful candidate will be responsible for managing the Client Insurance Program, utilizing agency management system, and ensuring the program is maintained effectively.

Key Responsibilities:

  • Manage the Client Insurance Program, utilizing agency management system, and ensure the program is maintained effectively.
  • Act as a point of contact with the Producer and vendors to ensure proper processing of requests necessary to effectively maintain the client's insurance program.
  • Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions, and follow-through.
  • Demonstrate a consultative ability to instruct and guide the client.
  • Manage upcoming deadlines and events, informing and updating the Producer, as needed.
  • Manage Accounts Receivables and Direct Billing with respect to Cancellations.
  • Responsible for ensuring the following are accomplished (either directly or delegated to Account Technician or external resources):
    • Prepare submissions and provide to Marketing Department and/or carriers.
    • Prepare Loss Summaries.
    • Prepare proposals for renewal terms.
    • Issue Acord Insurance Binders for renewal terms.
    • Initiate Premium Finance Requests.
    • Prepare Schedules of Insurance for delivery to client.
    • Prepare policies for delivery to client.
    • Process Policy Audits and Monthly Reports.
    • Identify and resolve Accounting discrepancies.
    • Create requests for changes to client's coverages.
    • Process mail and phone requests on daily basis.
    • Prepare Acord applications.
  • Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders, and Certificates of Insurance.
  • Adhere to document retention software documentation guidelines.
  • Perform Quality check and control on insurance policies in their entirety.

Requirements:

  • Licensed: Louisiana P&C Agent preferred.
  • Education: Bachelor's Degree, preferred.
  • Minimum of 5 years of midmarket Commercial Account Manager experience preferred.
  • Completion of CIC and CRM preferred.
  • Demonstrate ability to multi-task and prioritize work.
  • Willingness to work to meet client needs beyond scheduled hours.
  • Proficient at Word, Excel, and current internet technologies.
  • Demonstrate proactive work style - Does not have to be asked or reminded of tasks.
  • Ability to learn, analyze, and comprehend commercial lines of insurance.
  • Demonstrate ability to service clients effectively through problem-solving, appropriate confidentiality, diplomacy, sensitivity, and tactfulness.

About Us:

Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs, including health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. We celebrate and promote the many backgrounds, heritages, and perspectives of our colleagues and clients. For more information, please visit us at: Marsh & McLennan Agency.

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