Account Manager
Marsh & McLennan Companies, White Plains, NY, United States
Marsh McLennan Agency's East Region is a leader in the business insurance and personal lines marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities.
The Account Manager will provide prompt, accurate, courteous service to customers, producers and company personnel. This person will grow and develop talents and insurance knowledge to the highest level possible. Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.
Responsibilities
Service Commercial Lines accounts as assigned and aid in collections.
At the direction of Producer, prepare company submissions for new business quotes and prepare proposals of insurance for new Commercial Lines clients, including visits to clients with producer when requested.
Initiate, screen and prepare endorsement requests for Commercial Lines clients.
Prepare and process cancellations when required. Determine reasons for cancellations; acts to save accounts; notifies Producers.
Set up and prepare new account files per agency procedures.
Invoice all Surplus Lines policies and execute premium finance agreements.
Maintain suspense items in a timely manner.
Keeps informed regarding industry information, new product information, legislation coverages and technology to continuously improve knowledge and performance.
Participate in seminars and classes for skill and knowledge development.
Maintain all client activity in the agency automation system.
Service Commercial Lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Assist prospects/insureds until a Producer is available.
Assist claims department in providing coverage information.
Keep Producers fully informed of all important activities on their accounts.
Assist other departments and producers in cross selling and account rounding.
Assume other job responsibilities as assigned by Producer or Department Manager.
Qualifications, Education, and Licensing
MUST have current Property & Casualty Insurance License.
MUST have previous experience having worked in Commercial Lines of Business.
Knowledge of Commercial Insurance and products is mandatory
Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions or very close to obtaining license upon acceptance of job offer.
Minimum two years’ experience in similar position is required
College degree preferred, but not mandatory
Proficient in Microsoft Office Products including Microsoft Word, Excel, and Outlook.
Strong listening skills and attention to detail are required.
Supervisory Responsibility This position has no supervisory responsibilities.
Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary.
Position Type/Expected Hours of Work This is a full-time position: Monday through Friday, 8:30 a.m. to 5 p.m.
Travel Limited local travel may be required for this position.
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com
Marsh McLennan and it affiliates are
EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
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The Account Manager will provide prompt, accurate, courteous service to customers, producers and company personnel. This person will grow and develop talents and insurance knowledge to the highest level possible. Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.
Responsibilities
Service Commercial Lines accounts as assigned and aid in collections.
At the direction of Producer, prepare company submissions for new business quotes and prepare proposals of insurance for new Commercial Lines clients, including visits to clients with producer when requested.
Initiate, screen and prepare endorsement requests for Commercial Lines clients.
Prepare and process cancellations when required. Determine reasons for cancellations; acts to save accounts; notifies Producers.
Set up and prepare new account files per agency procedures.
Invoice all Surplus Lines policies and execute premium finance agreements.
Maintain suspense items in a timely manner.
Keeps informed regarding industry information, new product information, legislation coverages and technology to continuously improve knowledge and performance.
Participate in seminars and classes for skill and knowledge development.
Maintain all client activity in the agency automation system.
Service Commercial Lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Assist prospects/insureds until a Producer is available.
Assist claims department in providing coverage information.
Keep Producers fully informed of all important activities on their accounts.
Assist other departments and producers in cross selling and account rounding.
Assume other job responsibilities as assigned by Producer or Department Manager.
Qualifications, Education, and Licensing
MUST have current Property & Casualty Insurance License.
MUST have previous experience having worked in Commercial Lines of Business.
Knowledge of Commercial Insurance and products is mandatory
Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions or very close to obtaining license upon acceptance of job offer.
Minimum two years’ experience in similar position is required
College degree preferred, but not mandatory
Proficient in Microsoft Office Products including Microsoft Word, Excel, and Outlook.
Strong listening skills and attention to detail are required.
Supervisory Responsibility This position has no supervisory responsibilities.
Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary.
Position Type/Expected Hours of Work This is a full-time position: Monday through Friday, 8:30 a.m. to 5 p.m.
Travel Limited local travel may be required for this position.
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com
Marsh McLennan and it affiliates are
EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#J-18808-Ljbffr