Commercial Lines Account Manager

Job Description

JOB TITLE : Commercial Assistant Account Manager

JOB TYPE : FLSA Non-Exempt

REPORTS TO : Director of Client Services – Business Insurance / Property & Casualty

ESSENTIAL DUTIES & RESPONSIBILITIES :

Documentation

Process documents necessary to maintain the Client Insurance Program, utilizing agency management system. These duties include but are not limited to

• Generate surveys and request renewal applications
• Prepare Loss Summaries
• Prepare Proposals for renewal terms
• Initiate Premium Finance Requests
• Issue Certificates of Insurance and Auto ID cards
• 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

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 :

Technical Expertise

Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to :

REQUIREMENTS :

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 :