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Account Management Specialist
2 months ago
Department:
Business Insurance – Bay Area
Overview
As an Insurance Client Relationship 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 options to clients, and managing daily service inquiries.Key Responsibilities:
- Overseeing renewals and acquiring new business
- Acting as the primary liaison for clients and insurance carriers
- Requesting and managing renewal data
- Designing, 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
Skill Development: Cultivate analytical, strategic, customer service, and communication skills to advance to a Client Manager II or Client Service Executive role.Project Management includes:
- Timely management of the renewal cycle
- Creating and executing a Client Service Plan
- Ensuring prompt execution of deliverables
Work Environment & Physical Requirements: Capability to operate office equipment, remain seated for extended periods, and occasional travel to client locations. The work environment may necessitate overnight stays while ensuring the safety and well-being of all personnel.
The Insurance Client Relationship Manager position offers a competitive salary range of $56,400 to $120,500. Salary determinations are influenced by various factors including experience, skills, location, and education. Performance-based incentives may also apply. Additionally, the role includes a comprehensive benefits package such as health coverage, 401K savings plans, and more. Marsh & McLennan Agency fosters a supportive work culture that emphasizes diversity and inclusivity, providing extensive benefits, career advancement opportunities, and employee programs.
