Business Insurance Account Manager

Marsh Agency; Orland Park (IL); Hybrid; USD 65,000 - 120,000; Full time

Benefits offered by this job

Generous time off including personal/

Tuition reimbursement and professional

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh Agency in Illinois is seeking an Account Manager to support client service, market strategy, and data integrity across insurance programs.

You'll work with producers, underwriters, and clients to plan service strategies, prepare proposals, negotiate terms, and ensure accurate client data in agency systems while building strong relationships.

Qualifications

• 2+ years Account Manager experience within an insurance brokerage or comparable experience.
• Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding.
• Preferred: BS/ BA in Business, Insurance, or related field; CPCU/ARM/CEBS or similar designation.

Responsibilities

• Executes client service strategies with producers, service teams, and internal departments.
• Manages creation of proposals, summaries of programs, and service plans for clients.
• Builds and maintains client relationships through multiple communication channels.
• Analyzes risk, coverage, and program structure; recommends options and executes changes.
• Oversees portal information accuracy and client access for staff.
• Negotiates premiums and coverage with underwriters on behalf of clients.
• Ensures data integrity and timely service execution across processes.
• Fosters collaboration across service teams to deliver cohesive client service.

Skills

Client service

Negotiation

Communication

Insurance knowledge

Education

BS/ BA in Business, Insurance, or related field

CPCU/ARM/CEBS designation

Tools

Microsoft Office Suite

Job description

Our not-so-secret sauce.

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 an Account Manager at Marsh Agency.

Account Manager

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.

What You Do

Execution of Client Service

• Works with Producer and/or Account Executives, service team, and other internal departments to plan, execute, and track customized service strategy for each client, designed to create measurable value and efficiencies in their businesses
• Manages creation of proposals, providing summary of programs and options, service plan, and other specific deliverables designed to support clients in making decisions about insurance programs
• Builds personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email, and in-person meetings
• Analyzes risk, coverage, program structure and recommends options; executes coverage and program changes
• Oversees the accuracy and display of information in client portals; consults with and enacts client decisions on access to portal by their staff
• Leverages insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed
• Works with internal departments to ensure cohesiveness and timeliness of service execution, and creates report of service plan execution through commitment report
• Takes an enterprise-wide approach to client service by collaborating with other service teams to create a cohesive client service experience
• Manages time effectively to prioritize workload, client service requests, and service parameters on business processes

Market Strategy and Negotiation

• Works with service team to effectively manage and oversee new business and renewal processes by following workflow procedures and best practices
• Creates submission for underwriters, by engaging with clients and prospective clients on their exposures, coverages, and program needs, assembling into submission package following best practices
• Communicates with underwriters on submissions and negotiates premium, coverage, and other terms on behalf of clients
• Evaluates coverage, terms, and conditions of quotes received from underwriters; compares quote options from multiple carriers and presents coverage comparisons as requested
• Remains current on forms, coverage, insurance carriers, industry trends, and legislation
• Maintains positive working relationships with insurance carriers, attends meetings and events as appropriate, and proactively learns about their products and underwriting approaches

Data Process and Integrity

• Consistently follows client service workflows and appropriately engages internal resources such as process support team, procedure manuals and reporting tools to ensure efficiency and accuracy of execution
• Accurately maintains complete client files including the clear documentation of account detail in agency management systems including policy information, activities, attachments, and correspondence
• Achieves desired levels of data completeness and process integrity by consistently meeting activity timelines, quality metrics, and goals

Peer Relationships

• Participates in ongoing scheduled meetings with service team to discuss accounts, renewals, service needs, service platform, etc.
• Trains, guides, and mentors Client Service Representatives and other peers
• Communicates effectively with Client Service Representatives and provides timely and complete information to allow them to establish positive client relationships and efficiently manage their processes and workload
• Develops successful and effective working relationships with Producers, Account Executives, Client Service Representatives, service team members, managers, carriers, and members of other department

Required

Your Education and Experience

• Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding
• Available to travel to both local and long-distance client meetings
• Has means of transportation for local travel as needed
• 2+ years Account Manager experience within an insurance brokerage, or comparable experience

Preferred

• BS/ BA in Business, Insurance, or related field
• CPCU, ARM, CEBS, or other professional insurance designation related to discipline
• Experience working with agency management systems
• Proficient skill level in 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 our website or flip through our recruiting brochure.

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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].

#MarshAgencyMidwest

The applicable base salary range for this role is $64,700 to $120,400.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. 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.