Company:
Marsh McLennan Agency
Description:
JOB TITLE: Strategic Commercial Account Manager, Regional New Business Focus
JOB TYPE: FLSA Non-Exempt
ESSENTIAL DUTIES & RESPONSIBILITIES:
Documentation
Process documents necessary to maintain the Strategic Account Executive team workflows, utilizing agency management system. Processes including but not limited to:
- Generation of surveys and request renewal applications
- Submit BORs to carriers and tracking of responses
- Create and complete COPE spreadsheets, as needed.
- Request loss runs and prepare Loss Summaries
- Prepare Proposals
- Compare quotes against submissions
- Sending documents for signature via DocuSign
- Identify insurance requirement wording within client contracts
- Review and summarizing of coverage contained in client legacy insurance policies
- Supporting Senior Account Executives and Strategic Sales Members
- Communication of binders and carrier correspondence to/from account management team
- Coordination of printed presentation materials
- Documentation of marketing correspondence
Teamwork
Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to:
- Perform tasks assigned by SAE team members
- Attend meetings with Risk Management Team as appropriate.
- Treat clients, prospects, and company employees with courtesy and respect.
- Contribute to a team approach toward meeting goals and providing excellent client service.
- Coordinate and monitor usage and quality of outsourcing teams
- Demonstrate cooperation and effective communication with clients, vendors and co-workers.
- Ability to support the SAE team effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
- Other duties as requested by members of SAE team
- Provides guidance / quality check for other’s work
Technical Expertise
Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:
- Obtain insurance designations of CIC or equivalent
- Communicate with insurance carriers as needed
- Communicate with clients as needed
- Demonstrated success in servicing multiple client new and renewal business under mentorship of team members
REQUIREMENTS:
- Education: College Degree, preferred
- P&C License or willingness to obtain within 90 days of hire
- 3 to 5 years of experience in commercial accounts
- Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.
- Operational knowledge of various Windows-based application programs such as Excel and Word
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. 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. For more information about our company, please visit us at: http://marshmma.com/careers.
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