Account Manager

Marsh McLennan Agency

Town of Florida (NY)

On-site

USD 50,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Generous time off

Tuition reimbursement

Charitable contribution matching

Stock purchase opportunities

Job summary

A leading insurance firm in New York is seeking a Select Business Unit Account Manager responsible for client retention, providing professional insurance advice, and managing a book of business. Candidates should have commercial insurance experience, strong communication skills, and analytical abilities. Benefits include generous time off and professional development opportunities.

Qualifications

Two years of commercial insurance-related experience and/or training.
Ability to communicate with clients, carriers, and prospects concerning coverage.
Ability to organize electronic files on the document management system.

Responsibilities

Responsible for client retention and professional insurance advice.
Manage a book of business with clients averaging up to $15,000 in revenue.
Prepare new and renewal policies including applications and submissions.

Skills

Commercial insurance experience

Communication skills

Intermediate knowledge of Microsoft Outlook

Problem solving skills

Analytical skills

Job description

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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: MMC).

Award‑winning, inclusive, and top‑workplace culture doesn’t happen overnight. It’s the result of hard work by extraordinary people. The industry’s brightest talent drives 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 Select Business Unit Account Manager at MMA.

Day in the Life

As our Select Business Unit Account Manager, you’ll be responsible for client retention and service by providing professional insurance advice and consultation services.

Responsible for reviewing individual client insurance program(s) and proposing additional coverages & limits for client consideration.
Accountable for managing a book of business with clients that average up to $15,000.00 in revenue.
Perform various service functions on assigned accounts that include but are not limited to:
Prepare new & renewal policies.
Prepare applications & submissions; loss run reports.
Responsible for managing client renewal process within defined guidelines.
Responsible for ensuring certificate templates are accurate & up to date.
Issue binders, endorsements, auto ID cards & schedules of insurance.
Thorough knowledge of business insurance policy contracts/coverages and processes for multiple insurance carriers.
Develop a comprehensive network within & outside of the company to assist with decision making.
Be available to mentor less experienced agency employees.

Our Future Colleague

We’d love to meet you if your professional track record includes these skills:

Two years commercial insurance related experience and/or training.
Possess skills necessary to communicate with clients, carriers and prospects concerning commercial lines of coverage.
Intermediate knowledge of Microsoft Outlook, Excel and Word.
Ability to maintain and organize electronic files on the company document management system.
Ability to exercise independent judgment & sound problem solving skills.
Effective analytical skills and ability to manage multiple tasks.

Benefits

Some benefits included in this role are: