Account Manager I - Commercial Insurance

Marsh McLennan is a leading global professional services firm, and they are seeking an Account Manager I for their Commercial Insurance division. The role involves supporting Account Managers in placing, maintaining, and servicing accounts while developing skills for future advancement.

Responsibilities

• Generate schedules and new and renewal proposals as outlined in the Proposal Guidelines
• Develop renewal questionnaires based on most current information. Update spreadsheets and Excel schedules as needed
• Enter/update information in agency and document management system, including by not limited to policy coverages, exclusions, special endorsements, and restrictions/limitations as required by the agency’s standards
• Process simple endorsements and refer complicated endorsement requests to the Account Manager
• Process cancellations
• Process audits and generate/send out letters to clients for large audit changes and/or for large clients
• Initiate invoicing activities for all transactions, including pre-billing of automatic renewals
• Assist Account Managers with allocations
• Pull loss runs and complete premium loss summaries as needed
• Enter and generate for modmaster analysis
• Set up master certificates and provide instructions for issuance of certificates and auto ID cards. Maintain working knowledge of certificate issuance and auto ID card issuance process
• Perform review of policies and endorsements. Transmit policies and endorsements to clients
• Assist in handling renewals and servicing for commercial accounts
• Submit required reports and complete all processing in a timely manner
• Maintain files, records, and personal work space in an orderly, current manner
• Routinely review exception reports and aging reports and take necessary action to properly address items
• Maintain follow-up/suspense files on outstanding tasks and follow-up on overdue items
• Prepare summaries of insurance and schedules as needed and in accordance with agency procedures
• Maintain and exhibit a positive, professional attitude in the performance of the job. Treat clients, prospects, and agency employees with courtesy and respect. Be a team player
• Adhere to and comply with agency procedures
• Adhere to standards of performance for service
• Participate in seminars and other training to maintain required licenses and for knowledge and professional development
• Possess a positive, service-oriented attitude towards agents, clients, insureds, and employees within the company
• Perform other duties as assigned
• Adhere to the company’s Attendance Management Policy

Skills

• High school diploma or general education degree (GED) required; college degree highly desired
• Minimum 1 to 2 years related experience and/or training
• Producer Licensing required upon hire or must obtain within 6 months
• Must have ability to learn and apply new concepts in areas such as underwriting multi-line risks, financial analysis, insurance industry, and principals of law and regulation
• Good negotiation, presentation, and sales skills
• Good communication skills at all internal and external levels
• Possess a positive attitude, rationality, and tactfulness
• Proficient with PC navigation and Microsoft Office based software applications
• Demonstrate knowledge of and skill in customer service
• Demonstrate knowledge of and skill in time management, organization, and prioritization
• Demonstrate knowledge of and skill in problem solving and decision making
• Demonstrate knowledge of and skill in detail and results oriented
• CPCU, CIC or other Property/Casualty designations preferred

Benefits

• Health and welfare benefits
• Tuition assistance
• 401K savings and other retirement programs
• Employee assistance programs

Company Overview