Commercial Account Manager

MMC; Dallas (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health and welfare

Tuition assistance

401K

Employee assistance program

Career mobility

Employee network groups

Volunteer opportunities

Other programs

Job summary

Marsh & McLennan Agency is seeking a Commercial Account Manager in Dallas to maintain client insurance programs, prepare renewal terms and loss summaries, and issue certificates and ID cards. The role involves coordinating with the Risk Management Team, training clients on the certificate program, and delivering high-quality client service.

The position requires a college degree (preferred), strong multitasking and communication skills, and proficiency with Excel and Word.

Qualifications

• Education: College Degree, preferred.
• Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet skills.
• Operational knowledge of Windows-based programs such as Excel and Word.
• Willing to work overtime due to cyclical business.

Responsibilities

• Process documents to maintain Client Insurance Program using agency management system.
• Prepare surveys, renewal applications, loss summaries and renewal proposals.
• Issue Certificates of Insurance and Auto ID cards; prepare schedules and policies.
• Perform monthly reports and audits with attention to accuracy.
• Collaborate with Risk Management Team and service clients with courtesy.

Skills

Multi-tasking

Prioritization

Communication

Customer service

Education

College degree, preferred

Tools

Excel

Word

Job description

JOB TITLE: Commercial Account Manager

JOB TYPE: FLSA Non-Exempt

ESSENTIAL DUTIES & RESPONSIBILITIES

Documentation

• Process documents necessary to maintain the Client Insurance Program, utilizing agency management system.
• Generate surveys and request renewal applications
• Prepare Loss Summaries
• Prepare Proposals for renewal terms
• Initiate Premium Finance Requests
• Issue Certificates of Insurance and Auto ID cards
• Prepare Schedules of Insurance for delivery to client
• Prepare policies for delivery to client
• Process Policy Audits and Monthly Reports
• Identify and resolve Accounting discrepancies
• Create requests for changes to client's coverages

Teamwork

• Function as team member of the Agency Workforce to ensure superior service to all MMA Clients.
• Perform tasks assigned as part of the Agency Standard Service Plan
• Attend meetings with Risk Management Team as appropriate
• Manage client's use of Certificate program, conducting training of client as needed
• Treat clients, prospects, and company employees with courtesy and respect
• Contribute to a team approach toward meeting goals and providing excellent client service
• Coordinate and monitor usage and quality of outsourcing teams
• Demonstrate cooperation and effective communication with clients, vendors and co-workers
• Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
• Other duties as requested by members of Service Team
• Provides guidance / quality check for other's work

Technical Expertise

• Demonstrate the technical expertise to assist in maintaining the Client Insurance Program.
• Complete Kaplan Pictorials
• Obtain insurance designations of CISR or equivalent
• Verify accuracy of endorsements and invoice as necessary
• Comprehend Insurance Contract requirements for Certificates
• Communicate with insurance carriers as needed
• Communicate with clients as needed
• Become proficient using premium analysis software
• Demonstrated success in servicing multiple client renewals under mentorship of CAM or Trainer

REQUIREMENTS

• Education: College Degree, preferred
• Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills
• Operational knowledge of various Windows-based application programs such as Excel and Word
• Willing to work overtime due to cyclical nature of business

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.

Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including:

• health and welfare
• tuition assistance
• 401K
• employee assistance program
• career mobility
• employee network groups
• volunteer opportunities
• other programs

For more information about our company, please visit us at: http://marshmma.com/careers.