Business Insurance Account Manager I

Internationalinsuranceprofessionals; Alpharetta (GA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid Work

Generous time off

Tuition reimbursement

Professional development opportunities

Charitable contribution match

Stock purchase opportunities

Job summary

Marsh McLennan Agency in Alpharetta, GA is looking for a Business Insurance Account Manager I to nurture key client relationships and support renewal processes. You’ll collaborate with producers, update client management systems, and help tailor coverage with our carriers.

You should have a bachelor's degree, 2 years of insurance experience, and an active license. A strong service mindset and proficiency with MS Office are essential. Some travel may be required.

Qualifications

• Bachelor's degree or equivalent education and related training.
• Two years of relevant insurance industry experience.
• Appropriate insurance license(s).
• Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
• Demonstrated proficiency in basic computer applications such as Microsoft Office Suite.
• Ability to travel, occasionally overnight.

Responsibilities

• Build and maintain key client and carrier relationships by phone, email and in person.
• Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request.
• Work with Producer and/or Marketing Account Executive to monitor and support the renewal process for assigned clients. Provide analysis and assist in the recommendation of coverage needs to present to client.
• 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.
• Prepare marketing information or provide required information to a marketing person.
• Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.
• Prepare and deliver all applicable forms to client.
• Knowledgeable 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.
• Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/services, as requested.
• Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
• Other duties and responsibilities as requested by management.

Skills

Client relations

Communication skills

Microsoft Office Suite

Travel willingness

Education

Bachelor's degree or equivalent

Tools

CRM systems

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. More than 11,000 of 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 thrive as an Business Insurance Account Manager I at Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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 (NYSE: MRSH).

Applicants must be within driving distance to our Alpharetta, GA office to be considered for this role and have the ability to commute to the office a minimum of three days per week.

A day in the life.

As an Business Insurance Account Manager I, you will:

• Build and maintain key client and carrier relationships by phone, email and in person.
• Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request.
• Work with Producer and/or Marketing Account Executive to monitor and support the renewal process for assigned clients. Provide analysis and assist in the recommendation of coverage needs to present to client.
• 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.
• Prepare marketing information or provide required information to a marketing person.
• Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.
• Prepare and deliver all applicable forms to client.
• Knowledgeable 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.
• Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/services, as requested.
• Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
• Other duties and responsibilities as requested by management.

Our future colleague.

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

• Bachelor's degree or equivalent education and related training
• Two years of relevant insurance industry experience
• Appropriate insurance license(s)
• Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
• Demonstrated proficiency in basic computer applications such as Microsoft Office Suite
• Ability to travel, occasionally overnight

These additional qualifications are a plus, but not required to apply:

• Advanced degree
• Certification in field of endeavor
• Experience with Requests for Proposal

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 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
• Tuition reimbursement and professional development opportunities
• Hybrid Work
• Charitable contribution match programs
• Stock purchase opportunities

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.