JOB TITLE: Commercial Account Manager

JOB TYPE: FLSA Non-Exempt

REPORTS TO: Director of Client Services – Business Insurance/Property & Casualty

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 applicationsPrepare Loss SummariesPrepare Proposals for renewal termsInitiate Premium Finance RequestsIssue Certificates of Insurance and Auto ID cardsPrepare Schedules of Insurance for delivery to clientPrepare policies for delivery to clientProcess Policy Audits and Monthly ReportsIdentify and resolve Accounting discrepanciesCreate 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 PlanAttend 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 teamsDemonstrate cooperation and effective communication with clients, vendors and co-workers.Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulnessOther duties as requested by members of Service TeamProvides 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 PictorialsObtain insurance designations of CISR or equivalentVerify accuracy of endorsements and invoice as necessaryComprehend Insurance Contract requirements for CertificatesCommunicate with insurance carriers as neededCommunicate with clients as neededBecome proficient using premium analysis software.Participate in Position RotationDemonstrated success in servicing multiple client renewals under mentorship of CAM or Trainer

REQUIREMENTS:

Education:  College Degree, preferred24 to 36 months of experience in an Assistant AM role / 24+ months equivalent industry experience preferredInternal 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 WordWilling 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 & 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. 

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