Commercial Account ManagerMarsh McLennan • Ogden, UT, US

Commercial Account Manager

Marsh McLennan • Ogden, UT, US

4 days ago

Job type

Full-time

Job description

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

Demonstrate 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

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 :

Complete Kaplan Pictorials

Obtain insurance designations of CISR or equivalent

Verify accuracy of endorsements and invoice as necessary

Comprehend Insurance Contract requirements for Certificates

Communicate with insurance carriers as needed

Communicate with clients as needed

Become proficient using premium analysis software.

Participate in Position Rotation

Demonstrated success in servicing multiple client renewals under mentorship of CAM or Trainer

Requirements :

Education : College Degree, preferred

Internal team rotation recommended (required if not training in a specific vertical)

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.

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Commercial Account Manager • Ogden, UT, US

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