Commercial Account Manager

NERA Economic Consulting; Lafayette (LA); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Marsh McLennan Agency is seeking a Commercial Account Manager in Lafayette (Congress area). The role is hybrid and full-time, focusing on maintaining the Client Insurance Program and providing service to MMA clients.

Responsibilities include handling documentation, renewals, proposals, premium finance, certificates, and client communications. Ongoing collaboration with the Risk Management Team and other service colleagues is essential to deliver high-quality client service.

Qualifications

• College degree preferred.
• Ability to multi-task and prioritize work.
• Basic word processing and spreadsheet skills.
• Proficient with Excel and Word on Windows.
• Willing to work overtime due to cyclical nature of business.

Responsibilities

• Process documents to maintain the Client Insurance Program using agency management system.
• Generate surveys and renewal applications; prepare loss summaries and proposals; initiate premium finance requests; issue certificates and auto IDs.
• Prepare schedules and policies for delivery; process policy audits and monthly reports; resolve accounting discrepancies.

Skills

Multi-tasking

Prioritization

Word processing

Spreadsheet skills

Education

College degree

Tools

Excel

Word

Job description

Commercial Account Manager

Location: Lafayette - Congress

Remote Type: Hybrid

Time Type: Full time

Job Description

Company:

Marsh McLennan Agency

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. 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 others 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.

• 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.