Commercial Sr. Account Manager

Marsh McLennan AgencyHouston, TX, US

1 day ago

Job type

Full-time

Job description

JOB TITLE : Senior Commercial Account Manager

JOB TYPE : FLSA Non-Exempt

Responsibilities

Documentation

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.

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

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Sales and Business Development

Industries

Insurance

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Sr Account Manager • Houston, TX, US

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