Associate Account Manager

US Diversity Job Search; Wilmington (DE); Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

Health and welfare benefits

Tuition assistance

401(k) savings plan

Employee assistance programs

Job summary

Marsh McLennan Agency’s East Region is a leader in the Business Insurance and Personal Lines marketplace, dedicated to integrity, collaboration, and client service. The Associate Account Manager provides prompt, accurate service to customers, producers and company personnel, growing insurance knowledge and supporting commercial accounts with a positive attitude.

The role focuses on servicing a book of Commercial Lines accounts, preparing submissions, endorsements, and renewals, and collaborating

Qualifications

• Must have current Property & Casualty Insurance License.
• Minimum two years' experience in Commercial Lines.
• Knowledge of Commercial Insurance products.
• Proficient in Microsoft Office (Word, Excel, Outlook).
• Strong listening skills and attention to detail.

Responsibilities

• Service a smaller book of Commercial Lines accounts and aid in collections.
• Service Small Business Units as part of your book.
• Prepare submissions for new business quotes and proposals for Commercial Lines.
• Initiate endorsement requests for Commercial Lines clients.
• Prepare and process cancellations as required.
• Maintain client activity in the agency automation system.
• Cross-sell and account round with other departments and producers.

Job description

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 Associate 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 a smaller book of Commercial Lines accounts as assigned and aid in collections.
• Service Small Business Units as a portion of your book of business.
• With the assistance of the Department Manager and/or the Producer, prepare company submissions for new business quotes and prepare proposals of insurance for new Commercial Lines clients.
• 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 on 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.

The applicable base salary range for this role is $65,000 to $70,000. 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 [e-mail] McLennan and it affiliates areEOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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