Commercial Sr. Account ManagerMarsh & McLennan • Houston, TX, US

Commercial Sr. Account Manager

Marsh & McLennan • Houston, TX, US

6 days ago

Job type

Full-time

Job description

Senior Commercial Account Manager

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 :

Perform tasks assigned as part of the Agency Standard Service Plan

Attend meetings with Risk Management Team as appropriate.

Manage client's use of Certificate program, conducting training of client as needed.

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

Seen as a mentor and subject matter expert (a recognized "go-to" person)

Liaison for other Account Managers on coverages and processes

May take the lead on quality check / training of new colleagues

Strong cooperation and effective communication with clients, vendors and co-workers.

Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness

Other duties as requested by members of Service Team

Act as lead when the Account Executive is absent

Technical Expertise

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

Power user or go-to expert on several systems or technical skill sets

Complete Kaplan Pictorials

Have insurance designations of CISR or equivalent

Verify accuracy of endorsements and invoice as necessary

Strong comprehension of Insurance Contract requirements for Certificates

Communicate with insurance carriers as needed

Communicate with clients as needed

Responsible for entire management of one to two accounts.

Utilize carrier online rating programs as necessary.

Participate in Position Rotation

Subject matter expert, demonstrating superior skills and proficiencies with internal procedures and systems (Sagitta, ImageRight, eMMA, etc.)

Demonstrate success in servicing multiple client renewals

Proven expert proficiency validated by Trainer and Manager

Requirements :

Education : College Degree, preferred

Have or obtain P&C License within 14 days of hire

(Internal) completed Kaplan Pictorials, ACSR or CISR Designation and CIC Designation

60+ months as an Account Manager preferred

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

Willing to work overtime due to cyclical nature of business.

Masters all analyst duties and demonstrated proficiency and how to research and access Best Practices.

Create a job alert for this search

Sr Account Manager • Houston, TX, US

Related jobs

Commercial Lines Account Manager | Hybrid

APR • The Woodlands, TX, US

Full-time

Commercial Lines Account Manager | Client Service Manager.This position can be fully remote with occasional visits to the office for the right candidate. This position will work with an established ...Show more

Last updated: 30+ days ago • Promoted

Sr. Account Manager

Corebridge Financial • Houston, TX, US

Full-time

Corebridge Financial Retirement Services Position.At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it p...Show more

Last updated: 30+ days ago • Promoted

Sr Account Manager

Energy Transfer • Houston, TX, US

Full-time

Commercial / Business Development.Are you interested in joining our team? Chat with our digital assistant to learn more about our company and apply right from your mobile device! Text ETP to 25000 to...Show more

Last updated: 30+ days ago • Promoted

Commercial Account Manager

Solar Alternatives • Houston, TX, US

Full-time

We believe in doing well by doing good, and working toward A Better World! Solar Alternatives' mission is to help our neighbors save money and secure a sustainable energy future with the best t...Show more

Last updated: 30+ days ago • Promoted

Strategic Account Manager, Central Texas Territory

Delta Dental of California • Houston, TX, United States

Full-time

This isn't just account management, it's partnership building at the highest level.As a Strategic Account Manager for Central Texas, you'll lead the way in cultivating strong, consultative relation...Show more

Last updated: 30+ days ago • Promoted

Commercial Account Manager - Lubricants

BIC Recruiting • South Houston, TX, US

Full-time

Our client drives businesses forward with our innovative energy products and services including fuel, lubricants, propane, and reliability services nationwide. Commercial Account Manager - Lubricant...Show more

Last updated: 30+ days ago • Promoted

Commercial Account Manager

Texas First Bank. Insurance • Houston, TX, US

Full-time

TFICOMMERCIAL to (281) 688-6192 and start your resume!.Join a talented team and workplace! Texas First Insurance has served Texans since 1925. It is a community-based independent agency with deep ro...Show more

Last updated: 30+ days ago • Promoted

Commercial Account Manager (Retail)

Loves • Houston, TX, US

Full-time

Commercial Account Manager (Retail).Location : Houston, TX, US, 77019.Basic Purpose : As the lead contact for customers such as commercial fleets, the Commercial Account Manager must be able to manag...Show more

Last updated: 30+ days ago • Promoted

Senior Commercial Lines Account Manager

APR • Houston, TX, US

Full-time

Senior Commercial Account Manager.Independent insurance agency is seeking Senior Commercial Lines Account Manager to service and manage a book of commercial lines accounts.The Senior Commercial Lin...Show more

Last updated: 30+ days ago • Promoted

Account Manager Commercial Lines; Houston, TX

Criterion Executive Search • Houston, TX, US

Full-time

Join a leading regional insurance agency as they expand in the Houston.This is a new role due to growth and looking for a skilled Commercial Lines Account Manager to handle mid to large market acco...Show more

Last updated: 30+ days ago • Promoted

Strategic Account Manager

Airgas • Spring, TX, US

Full-time

The Woodlands, TX (Regional Office) - Management.How Will You Contribute And Grow?.At Airgas, we are committed to building a diverse and inclusive workplace that embraces the diversity of our emplo...Show more

Last updated: 4 days ago • Promoted

Strategic Account Manager- Must live in the Houston, Texas area

Matthews Environmental Solutions • Houston, TX, US

Full-time

The Strategic Account Manager sells the full range of company products and services to Named accounts in Matthew's customer book. This challenging role will be presenting Enterprise Solutions to...Show more

Last updated: 30+ days ago • Promoted

Sr Sales Account Manager - Growth Industries

Aspen Technology • Houston, TX, US

Full-time

The driving force behind our success has always been the people of AspenTech.What drives us, is our aspiration, our desire and ambition to keep pushing the envelope, overcoming any hurdle, challeng...Show more

Last updated: 5 days ago • Promoted

Strategic Account Manager, Texas

EvenUp • Houston, TX, US

Full-time

EvenUp is on a mission to close the justice gap using technology and AI.We empower personal injury lawyers and victims to get the justice they deserve. Our products enable law firms to secure faster...Show more

Last updated: 30+ days ago • Promoted

Commercial Lines Account Manager Houston

Criterion Executive Search • Houston, TX, US

Full-time

Commercial Lines Account Manager needed for growing agency in Houston.Our client is seeking an experienced Commercial Lines Account Manager to service and manage a book of business consisting of sm...Show more

Last updated: 3 days ago • Promoted

Account Manager - Commercial Lines

Wagner Insurance • Spring, TX, US

Full-time

Are you passionate about commercial insurance and thrive in a fast-paced, collaborative environment? We are seeking an experienced and motivated Account Manager to join our dynamic team at our Wood...Show more

Last updated: 30+ days ago • Promoted

Regional Commercial Sales Account Manager- Houston TX

Floor & Decor Holdings • Houston, TX, US

Full-time

The Regional Account Manager (RAM) is responsible for outside commercial sales, lead generation, client procurement, and commercial job management. This primary role is outside sales of Floor & Deco...Show more

Last updated: 30+ days ago • Promoted

Strategic Account Manager

Total Safety • La Porte, TX, US

Full-time

Total Safety is looking for a Strategic Account Manager to join their safety conscious team! The Strategic Account Manager (SAM) serves as the primary organizational sales representative to the ass...Show more

Last updated: 8 hours ago • Promoted • New!