Commercial Account Manager

ООО «ХАГЕМАЕР ГРУПП»; Midland (TX); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401K

Tuition assistance

Employee assistance program

Career mobility

Volunteer opportunities

Job summary

Marsh Agency is seeking a Commercial Account Manager to maintain client insurance programs, draft renewal terms, and issue certificates. You will handle surveys, loss summaries, and policy audits while coordinating with clients and vendors to ensure superior service.

The role requires a college degree preference, strong multitasking, and proficiency with Excel/Word, with overtime during cyclical peaks. Competitive salaries and benefits provided.

Qualifications

• College Degree preferred.
• Ability to multi-task and prioritize work.
• Proficiency with Excel and Word.
• Willing to work overtime due to cyclical business.

Responsibilities

• Documentation of necessary records to maintain the Client Insurance Program.
• Generate surveys and renewal applications.
• Prepare Loss Summaries.
• Prepare renewal proposals and terms.
• Issue Certificates of Insurance and Auto ID cards.
• Process policy audits and monthly reports.
• Provide customer service and coordinate with clients, vendors and colleagues.
• Assist Risk Management Team meetings and training.

Skills

multi-tasking

prioritization

word processing

overtime availability

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.
• 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 coveragesTeamworkFunction as team member of the Agency Workforce to ensure superior service to all Marsh Agency 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 workTechnical 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
• other programs

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