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Senior Account Representative
2 months ago
Description:
Marsh seeks a talented, energetic and driven individual for our Senior Account Representative position. This position is part of the overall account team and is critical to the client experience to drive new business and facilitate retention throughout the client lifecycle. This is a hybrid position and will require 3 days in office.
What can you expect?
You will work with the Account Executive to handle day-to-day client inquiries throughout the proposal and renewal process.
You will receive on the job, computer based training in renewal of certificates, policy review and transmittals, and data management.
You will work alongside highly experienced colleagues to gain experience and skill sets for professional growth.
What is in it for you?
A company with a strong Brand and strong results to match.
Culture of internal mobility, collaboration and valued partnership with HR from the business
Competitive pay, full benefits package – starting day one (medical, dental, vision, STD/LTD, life insurance, generous 401k match AND automatic contribution.
Generous paid time off for vacation, sick, company holidays and time to give back to your community.
Employee Resource Groups, which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations.
We will count on you to:
Collaborate with Account Executive to improve the client experiences.
Oversee the review/follow up regarding endorsements, policy issuance, extensions, audits and cancellations and escalates concerns to direct manager or client team, as appropriate.
Ensure the success of the renewal cycle by ensuring renewal protocol is completed (via tools available), gathering information, tracking quotes and ensuring documents are issued correctly and on time in accordance with our professional standards.
Strengthen and maintain relationships with clients, prospects, client teams and producers to provide best in class service and drive growth and retention. Respond directly to difficult client questions and requests, and solicits assistance from Account Executive as needed.
Oversee the process of ensuring that all client information is collected, reviewed, updated and communicated to placement team for optimal program solutions and pricing
What you need to have:
Bachelor’s degree or equivalent work experience
Must be able to obtain Property & Casualty (P&C) License within three months after hire
MS Office proficiency (Excel, Outlook, Word, PowerPoint)
Strong organizational skills, the ability to multi-task and work in a fast-paced environment
Attention to detail with a focus on accuracy
Must be a self-starter and work independently
What makes you stand out?
Currently hold a Property & Casualty (P&C) license
Commercial Property & Casualty Insurance experience
Previous office-based customer service experience