Commercial Account Manager

Marsh Agency; Lafayette (LA); On-site; USD 42,000 - 65,000; Full time

Job summary

Marsh Agency is seeking a Commercial Account Manager to support the Client Insurance Program by processing documents and managing client files through the agency management system.

You will generate renewal surveys, loss summaries, renewal proposals, certificates of insurance, and schedules for delivery to clients, while coordinating with risk management teams and carriers; a college degree and proficiency in Excel and Word are preferred.

Qualifications

• College degree preferred.
• Ability to multi-task and prioritize work.
• Proficient with Excel and Word.
• Willing to work overtime during cyclical business periods.

Responsibilities

• Process documents to maintain Client Insurance Program using agency management system.
• Generate renewal surveys, loss summaries, and renewal proposals.
• Prepare certificates of insurance, auto ID cards, and schedules.
• Support teamwork and provide excellent client service.
• Coordinate with risk management and insurance carriers.

Skills

Multi-tasking

Communication

Customer service

Education

College degree preferred

Tools

Excel

Word

Job description

Documentation

Process documents necessary to maintain the Client Insurance Program, utilizing agency management system. These duties include but are not limited to.

• 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

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. These duties include but are not limited to.

• 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. These Activities Include But Are Not Limited To

• 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. These duties include but are not limited to:

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