Commercial Account Manager

Company:

Marsh McLennan Agency

Description:

JOB TITLE: Commercial Account Manager

JOB TYPE: FLSA Non-Exempt

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 Marsh Agency 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.

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

REQUIREMENTS:

Education: College Degree, 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.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh 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 .