Client Insurance Account Manager – Renewal & Service Expert

Marsh Agency; Midland (TX); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health and welfare

Tuition assistance

401K

Employee assistance program

Career mobility

Employee network groups

Volunteer opportunities

Job summary

Marsh & McLennan Agency is seeking a dedicated insurance services professional to manage and process documents for client insurance programs. You will generate renewal surveys, prepare loss summaries, and draft renewal term proposals, while coordinating premium finance requests and client communications.

Channel communications with carriers and clients, issue certificates and ID cards, and ensure accurate policy documentation.

Qualifications

• Education: College Degree, preferred.
• Operational knowledge of Windows-based applications such as Excel and Word.
• Willing to work overtime due to cyclical nature of business.

Responsibilities

• Process documents to maintain Client Insurance Program using agency management system.
• Generate surveys and request renewal applications.
• Prepare Loss Summaries and Proposals for renewal terms.
• Initiate Premium Finance Requests; issue Certificates of Insurance and Auto ID cards.
• Prepare Schedules of Insurance and policies for client delivery.
• Process Policy Audits and Monthly Reports; identify and resolve accounting discrepancies.
• Create requests for changes to client’s coverages.
• Team member of the Agency Workforce, attend meetings with Risk Management Team; train clients on Certificate program.
• Provide guidance/quality check for others' work.

Education

College Degree

Job description

Marsh & McLennan Agency is seeking a dedicated insurance services professional to manage and process documents for client insurance programs. You will generate renewal surveys, prepare loss summaries, and draft renewal term proposals, while coordinating premium finance requests and client communications.

Channel communications with carriers and clients, issue certificates and ID cards, and ensure accurate policy documentation.