Commercial Account Manager

ООО «ХАГЕМАЕР ГРУПП»; Lafayette (LA); On-site; USD 40,000 - 70,000; 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 Agency in Lafayette, LA seeks a Commercial Account Manager to maintain the Client Insurance Program, prepare renewal proposals, and issue certificates of insurance. You will manage documentation, respond to audits, and support premium finance requests while delivering excellent client service.

Ideal candidates have a college degree, strong multitasking skills, and proficiency with Excel and Word. Competitive salaries, benefits, and career growth await.

Qualifications

• Education: College Degree, preferred.
• Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.

Responsibilities

• Documentation to maintain Client Insurance Program using agency management system.
• Generate surveys and renewal applications.
• Prepare Loss Summaries and renewal proposals.
• Initiate Premium Finance Requests and issue Certificates of Insurance.

Skills

Multi-tasking

Word processing

Spreadsheet skills

Education

College Degree

Tools

Excel

Word

Job description

JOB TITLE: Commercial Account Manager

JOB TYPE: FLSA Non-Exempt

ESSENTIAL DUTIES & RESPONSIBILITIES

• DocumentationProcess 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
• TeamworkFunction 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 ExpertiseDemonstrate 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 WordWilling 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
• other programs

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