Commercial Account Manager

Marsh McLennan Agency; Midland (TX); On-site; USD 70,000 - 150,000; Full time

Job summary

An established industry player is seeking a Commercial Account Manager to enhance their Client Insurance Program. This dynamic role involves processing vital documentation, providing exceptional client service, and demonstrating technical expertise in the insurance sector. The ideal candidate will thrive in a collaborative environment, ensuring superior service while managing multiple client renewals. With a focus on teamwork and communication, this position offers a chance to contribute significantly to client satisfaction and operational excellence. Join a company that values diverse backgrounds and offers competitive salaries along with comprehensive benefits.

Benefits

Health and Welfare Benefits

Tuition Assistance

401K

Employee Assistance Program

Career Mobility

Employee Network Groups

Volunteer Opportunities

Qualifications

• 24 to 36 months of experience in an Assistant Account Manager role preferred.
• Operational knowledge of Windows-based applications required.

Responsibilities

• Process documents for maintaining the Client Insurance Program.
• Function as a team member to ensure superior service to clients.
• Demonstrate technical expertise in maintaining the Client Insurance Program.

Skills

Client Service Skills

Documentation Skills

Problem Solving

Communication Skills

Multi-tasking

Education

College Degree

Tools

Excel

Word

Agency Management System

Premium Analysis Software

Job description

1 day ago Be among the first 25 applicants

Direct message the job poster from Marsh McLennan Agency

Recruiting Manager specializing in Full Life Cycle Recruiting

JOB TITLE: Commercial Account Manager

JOB TYPE: FLSA Non-Exempt

REPORTS TO: Director of Client Services – Business Insurance/Property & Casualty

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.
• Participate in Position Rotation
• Demonstrated success in servicing multiple client renewals under mentorship of CAM or Trainer
  
  

REQUIREMENTS:

• Education: College Degree, preferred
• 24 to 36 months of experience in an Assistant AM role / 24+ months equivalent industry experience preferred
• Internal team rotation recommended (required if not training in a specific vertical)
• 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, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers .

#MMASW

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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