Commercial Account Manager - Client Insurance Pro

Marsh; Lafayette (LA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401(k)

Employee assistance program

Career mobility

Job summary

Marsh McLennan Agency in Lafayette, LA seeks a Commercial Account Manager to support client insurance programs. You will document and manage renewals, prepare loss summaries, proposals, and certificates, and coordinate premium finance requests.

The role emphasizes teamwork, accurate documentation, and effective communication with clients, vendors, and colleagues. A college degree and proficiency with Excel/Word are preferred.

Qualifications

• Education: College degree preferred.
• Ability to multi-task and prioritize work.
• Proficiency with Excel and Word.

Responsibilities

• Process documents to maintain the Client Insurance Program using agency systems.
• Prepare surveys, renewal applications, loss summaries, renewal term proposals, and certificates.
• Handle premium finance requests and issue insurance certificates and auto ID cards.
• Prepare schedules of insurance and policy documents for client delivery.
• Support team with training, quality checks, and client communication.

Skills

Multi-tasking

Prioritization

Basic computer skills

Education

College degree

Tools

Excel

Word

Job description

Marsh McLennan Agency in Lafayette, LA seeks a Commercial Account Manager to support client insurance programs. You will document and manage renewals, prepare loss summaries, proposals, and certificates, and coordinate premium finance requests.

The role emphasizes teamwork, accurate documentation, and effective communication with clients, vendors, and colleagues. A college degree and proficiency with Excel/Word are preferred.