Marsh McLennan Agency is a leading provider of business insurance and employee benefits solutions. The Commercial Lines Account Manager I will build and maintain client relationships, execute service plans, and manage the renewal process for assigned accounts to meet client needs and risk management goals.
Responsibilities
- Build and maintain key client and carrier relationships by phone, email, and in person
- Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals
- Lead the client service team in service activities related to administration, billing, claims issues, and problem solving
- Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner
- Continually seek cross-sell opportunities and suggest new lines of coverage
- Monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options
- Lead the marketing of accounts of smaller, less complex accounts
- Independently prepare marketing information for smaller and/or less complex accounts for Producer or client. Provide required information to Producer and participate in presenting options to the client
- Manage the implementation process; prepare and deliver all applicable forms to client
- Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients
- Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in client management system(s). Also, understand how to use the system to acquire information to assist clients
- Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur
- Mentor team members
- Other duties and responsibilities as requested by management
Skills
- Bachelor's degree or equivalent education and related training
- 1-2 years of relevant insurance industry experience
- Appropriate insurance license(s)
- Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
- Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale
- Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite
- Ability to travel, occasionally overnight
- Advanced degree
- Certification in field of endeavor
- Experience with Requests for Proposal
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid Work
- Charitable contribution match programs
- Stock purchase opportunities
- Health and welfare benefits
- Tuition assistance
- 401K savings and other retirement programs
- Employee assistance programs
Company Overview
Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan. It was founded in 2003, and is headquartered in White Plains, New York, USA, with a workforce of 10001+ employees. Its website is https://www.marshmma.com.
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