Account Manager

Marsh Agency; Fort Lauderdale (FL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement and professional

Hybrid work

Charitable contribution match

Stock purchase opportunities

Job summary

Marsh Agency is seeking a Business Insurance Account Manager in Fort Lauderdale, FL. This role focuses on building strong client relationships, managing service plans, and coordinating renewal activities to ensure client satisfaction and growth.

The ideal candidate will have five years of insurance experience, a current 220 license, and strong leadership and communication skills. Hybrid work and professional development opportunities are offered as part of a supportive team environment.

Qualifications

• Five years of relevant insurance industry experience.
• Strong client relations and service orientation.
• Excellent communication and interpersonal skills.
• Ability to provide leadership, direction and training.
• Proficiency in Microsoft Office Suite.

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 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 timely and professionally.
• Continually seek cross-sell opportunities and suggest new lines of coverage.
• Monitor and manage the renewal process for assigned clients and present options to client/Producer.
• Lead the marketing of accounts of smaller, less complex accounts.
• Prepare marketing information for smaller and/or less complex accounts for Producer or client and present options.
• Manage the implementation process; prepare and deliver all applicable forms to client.

Skills

Client relations

Leadership

Communication skills

Mentoring

Service orientation

Education

Current 220 license

Tools

Microsoft Office Suite

Job description

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Business Insurance Account Manager at Marsh Agency.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what’s possible and guide them during every step of their journey.

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

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some Benefits Included In This Role Are

• 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 a career at Marsh Agency, check us out on our website at http://marshmma.com/careers or flip through our recruiting brochure at https://www.flipsnack.com/BB9CD8DD75E/your-future-is-limitless.

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

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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 is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age, background, disability, ethnic origin, family duties, 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.

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

If you require an accommodation during the application or interview process, please let us know by contacting [e-mail].

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