Commercial Lines Account Manager I
Marsh McLennan Agency, Irvine, California, United States, 92713
Overview
Join to apply for the
Commercial Lines Account Manager I
role at
Marsh McLennan Agency .
Essential duties and responsibilities are described below. MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals. With offices across North America, we combine the personalized service model of a local consultant with the global resources of Marsh McLennan.
We value a culture that promotes colleague well-being through robust benefit programs, professional development, and opportunities to pursue impactful projects outside of work.
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 addresses 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 meetings with client and/or Producer to present the renewal and supporting documents to gain acceptance or to go to market for alternatives.
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 and participate in presenting options to the client.
Manage the implementation process; prepare and deliver all applicable forms to the client.
Formulate a plan with the Producer to conduct relationship management meetings and/or visits with assigned clients.
Proficient in the client management system(s) to update policies, log activities, document client meetings, follow up with carriers, and manage follow-up tasks.
Attend seminars, classes, and carrier meetings to stay informed about new products and regulatory changes as opportunities occur.
Mentor team members.
Other duties and responsibilities as requested by management.
Qualifications Required Qualifications:
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 with excellent communication and service orientation; ability to resolve client and company problems tactfully.
Ability to provide direction, feedback, development, and training while motivating others to maximize productivity and morale.
Proficiency in basic computer applications, such as Microsoft Office Suite.
Ability to travel, occasionally overnight.
Preferred Qualifications:
Advanced degree.
Certification in field of endeavor.
Experience with Requests for Proposal.
Valuable Benefits We value and respect the impact our colleagues make every day. Benefits include robust programs that support well-being, professional development, and opportunities to pursue meaningful projects outside of work. Some benefits for this role include:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
To learn more about McGriff, a division of Marsh McLennan Agency, check us out online: https://www.mcgriff.com/
For information on careers visit: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on social media to meet our colleagues:
https://www.linkedin.com/company/mcgriff
https://www.linkedin.com/company/marsh-mclennan-agency
https://www.instagram.com/lifeatmma/
https://www.facebook.com/LifeatMMA
https://twitter.com/marsh_mma
Who You Are Is Who We Are.
We celebrate the backgrounds, heritages, and perspectives of our colleagues and clients and seek ethical, talented, and ambitious people for our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
The applicable base salary range for this role is $47,800 to $89,100. The base pay may be adjusted based on experience, skills, training, location, certifications, education, and applicable minimum wage requirements. In addition to base salary, this position may be eligible for performance-based incentives. We offer a competitive total rewards package including health and welfare benefits, tuition assistance, 401K savings, and other retirement programs.
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales Industries
Referrals increase your chances of interviewing at Marsh McLennan Agency. Get notified about new Commercial Lines Account Manager jobs in Irvine, CA.
#J-18808-Ljbffr
Commercial Lines Account Manager I
role at
Marsh McLennan Agency .
Essential duties and responsibilities are described below. MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals. With offices across North America, we combine the personalized service model of a local consultant with the global resources of Marsh McLennan.
We value a culture that promotes colleague well-being through robust benefit programs, professional development, and opportunities to pursue impactful projects outside of work.
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 addresses 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 meetings with client and/or Producer to present the renewal and supporting documents to gain acceptance or to go to market for alternatives.
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 and participate in presenting options to the client.
Manage the implementation process; prepare and deliver all applicable forms to the client.
Formulate a plan with the Producer to conduct relationship management meetings and/or visits with assigned clients.
Proficient in the client management system(s) to update policies, log activities, document client meetings, follow up with carriers, and manage follow-up tasks.
Attend seminars, classes, and carrier meetings to stay informed about new products and regulatory changes as opportunities occur.
Mentor team members.
Other duties and responsibilities as requested by management.
Qualifications Required Qualifications:
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 with excellent communication and service orientation; ability to resolve client and company problems tactfully.
Ability to provide direction, feedback, development, and training while motivating others to maximize productivity and morale.
Proficiency in basic computer applications, such as Microsoft Office Suite.
Ability to travel, occasionally overnight.
Preferred Qualifications:
Advanced degree.
Certification in field of endeavor.
Experience with Requests for Proposal.
Valuable Benefits We value and respect the impact our colleagues make every day. Benefits include robust programs that support well-being, professional development, and opportunities to pursue meaningful projects outside of work. Some benefits for this role include:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
To learn more about McGriff, a division of Marsh McLennan Agency, check us out online: https://www.mcgriff.com/
For information on careers visit: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on social media to meet our colleagues:
https://www.linkedin.com/company/mcgriff
https://www.linkedin.com/company/marsh-mclennan-agency
https://www.instagram.com/lifeatmma/
https://www.facebook.com/LifeatMMA
https://twitter.com/marsh_mma
Who You Are Is Who We Are.
We celebrate the backgrounds, heritages, and perspectives of our colleagues and clients and seek ethical, talented, and ambitious people for our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
The applicable base salary range for this role is $47,800 to $89,100. The base pay may be adjusted based on experience, skills, training, location, certifications, education, and applicable minimum wage requirements. In addition to base salary, this position may be eligible for performance-based incentives. We offer a competitive total rewards package including health and welfare benefits, tuition assistance, 401K savings, and other retirement programs.
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales Industries
Referrals increase your chances of interviewing at Marsh McLennan Agency. Get notified about new Commercial Lines Account Manager jobs in Irvine, CA.
#J-18808-Ljbffr