Account Manager

Marsh McLennan; Fort Lauderdale (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Generous PTO

Health Insurance

401k

Professional development

Hybrid work

Parental leave

Charitable match

Stock purchase

Job summary

Marsh McLennan Agency in Fort Lauderdale seeks a Business Insurance Account Manager to oversee a high-profile, revenue-critical book of business. You will build and maintain client and carrier relationships, lead the client service team, coordinate renewals, and drive cross-sell opportunities.

The ideal candidate has five years of relevant insurance experience, a current Florida 220 license, and strong communication and leadership skills.

Qualifications

• Five years of relevant insurance industry experience.
• Current 220 license.
• Strong client relations, communication, and service orientation.

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 addressing business needs and risk management.
• Lead the client service team in service activities related to administration, billing, claims issues and problem solving.
• Coordinate renewal processes and present options to clients or Producers.
• Identify cross-sell opportunities and new lines of coverage.
• Manage implementation and form delivery to clients.
• Conduct relationship management meetings and visits with assigned clients.
• Utilize client management systems to log activities and update policies.

Skills

Client relations

Communication skills

Leadership

Microsoft Office

Education

Florida 220 license

Tools

Client management systems

Microsoft Office Suite

Job description

Company: Marsh McLennan Agency

Description:

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).

We are looking for a Business Insurance Account Manager who is accountable for managing a high-profile book of business that is complex to handle and generates substantial revenue that is critical to the company operations.

A day in the life.

• 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 address their 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 meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.


• 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 to Producer and participate in presenting options to the client.


• Manage the implementation process; prepare and deliver all applicable forms to client.


• Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.


• Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow up in client management system(s). Also, understand how to use the system to acquire information to assist clients.


• Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.


• Mentor team members.


• Other duties and responsibilities as requested by management.

Our future colleague:

• Five years of relevant insurance industry experience


• Current 220 license


• Strong client relation skills to build and maintain positive business relationships with clients and market contacts, including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems


• Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale


• Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering


• Health Insurance


• 401k


• Professional development opportunities


• Hybrid work


• Six week paid parental leave for the birth or adoption of a child


• Charitable contribution match programs


• Stock purchase opportunities

Follow us on social media to meet our colleagues and see what makes us tick:

• https://www.instagram.com/lifeatmma/


• https://www.facebook.com/LifeatMMA


• https://www.linkedin.com/company/marsh-mclennan-agency/

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

#MMABI