Account Manager - Personal Lines Insurance

Account Manager

Momentous Insurance, A Marsh McLennan Agency, is seeking an Account Manager for the Personal Lines team. This role is non-exempt and full time. The company prides itself on its award-winning, inclusive, and top workplace culture, driven by extraordinary talent. Momentous Insurance offers commercial insurance, entertainment, film and TV insurance, employee health & benefits insurance, and private client insurance solutions.

As an Account Manager, you will be responsible for providing the highest quality service to customers and cross-selling within the existing book of business. The Account Manager will serve as the day-to-day liaison between the insurance company and designated accounts managed by Account Executives / Sr. Account Executives / Producers. Daily servicing will include addressing coverage issues, contract analysis, exposure analysis, issuing auto ID cards, handling all inside service work associated with client accounts, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies.

The Account Manager should have experience in all areas of Personal Lines insurance. As needed, the AM will coordinate with and defer to the Account Executive / Sr. Account Executive / Producer on strategic account issues and potential problems. The AM is responsible for the successful fulfillment of Standard Operating Procedures and Guidelines (SOG's).

We'd love to meet you if you have experience in the following areas :

• Underwriting and rating procedure for all types of personal lines policies.
• Quoting new business and renewal options to every client.
• Preparing proposals and applications, submitting them to insured's and carriers, obtaining client's signature and following up to ensure timely responses.
• Preparing and providing a Summary of Insurance to every client once coverage is bound.
• Immediately updating the Summary of Insurance for existing clients.
• Remarketing accounts as directed and following up with Account Executive or Producer.
• Maintaining agency EPIC files accurately and consistently documenting conversations in emails and other notes.
• Handling cancellations timely by checking carrier websites or NOC's received via scan, fax or email.
• Preparing and checking policies based on SOG's checklist.
• Staying up to date on the utilization of carrier websites, carrier communications, new coverage options, and billing procedures.

These additional qualifications are a plus, but not required :

Work environment & physical demands include the ability to use a computer keyboard and sit in a stationary position for extended periods, as well as use office machinery such as fax and copy machines, and telephones. Work is performed in a typical interior / office work environment.

Valuable benefits include generous time off, tuition reimbursement and professional development opportunities, charitable contribution match programs, stock purchase opportunities, and other health and welfare benefits.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.