Strategic Commercial Account Manager
Marsh McLennan Agency, Dallas, TX, United States
Job Title
Strategic Commercial Account Manager, Regional New Business Focus
Job Type
FLSA Non-Exempt
Essential Duties & Responsibilities
Documentation
Generation of surveys and request renewal applications
Submit BORs to carriers and tracking of responses
Create and complete COPE spreadsheets, as needed.
Request loss runs and prepare Loss Summaries
Prepare Proposals
Compare quotes against submissions
Sending documents for signature via DocuSign
Identify insurance requirement wording within client contracts
Review and summarizing of coverage contained in client legacy insurance policies
Supporting Senior Account Executives and Strategic Sales Members
Communication of binders and carrier correspondence to/from account management team
Coordination of printed presentation materials
Documentation of marketing correspondence
Teamwork
Perform tasks assigned by SAE team members
Attend meetings with Risk Management Team as appropriate.
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 support the SAE team effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
Other duties as requested by members of SAE team
Provides guidance / quality check for other’s work
Technical Expertise
Obtain insurance designations of CIC or equivalent
Communicate with insurance carriers as needed
Communicate with clients as needed
Demonstrated success in servicing multiple client new and renewal business under mentorship of team members
Requirements
Education: College Degree, preferred
P&C License
3 to 5 years of experience in commercial accounts
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
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Strategic Commercial Account Manager, Regional New Business Focus
Job Type
FLSA Non-Exempt
Essential Duties & Responsibilities
Documentation
Generation of surveys and request renewal applications
Submit BORs to carriers and tracking of responses
Create and complete COPE spreadsheets, as needed.
Request loss runs and prepare Loss Summaries
Prepare Proposals
Compare quotes against submissions
Sending documents for signature via DocuSign
Identify insurance requirement wording within client contracts
Review and summarizing of coverage contained in client legacy insurance policies
Supporting Senior Account Executives and Strategic Sales Members
Communication of binders and carrier correspondence to/from account management team
Coordination of printed presentation materials
Documentation of marketing correspondence
Teamwork
Perform tasks assigned by SAE team members
Attend meetings with Risk Management Team as appropriate.
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 support the SAE team effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
Other duties as requested by members of SAE team
Provides guidance / quality check for other’s work
Technical Expertise
Obtain insurance designations of CIC or equivalent
Communicate with insurance carriers as needed
Communicate with clients as needed
Demonstrated success in servicing multiple client new and renewal business under mentorship of team members
Requirements
Education: College Degree, preferred
P&C License
3 to 5 years of experience in commercial accounts
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
#J-18808-Ljbffr