Senior Account Manager - Personal Lines

MMC Ventures; Bluffton (SC); Hybrid; USD 82,000 - 120,000; Full time

Benefits offered by this job

Hybrid work

Generous time off

Tuition reimbursement and professional

Professional development opportunities

Stock purchase opportunities

Charitable contribution match programs

Job summary

Marsh McLennan Agency is seeking a Senior Account Manager to independently market smaller and/or less complex accounts while delivering exceptional client service. You will mentor colleagues, build carrier relationships, and collaborate with Producers and Marketing Account Executives on larger or more complex accounts.

The role emphasizes handling client analyses, coverage recommendations, and ongoing relationship management across multiple carriers, with hybrid work options and robust benefits.

Qualifications

• 5+ years of personal lines insurance experience
• HNW or coastal insurance experience

Responsibilities

• Independently market smaller and/or less complex accounts.
• Lead the client service team in service activities related to administration, billing and problem solving.
• Coordinate internal/external activities to ensure timely, accurate handling of new and renewal accounts.
• Continually seek cross-selling opportunities and suggest new lines of coverage.
• Manage the renewal process and prepare marketing information for Producer or client.

Skills

Client relationship management

Communication

Mentoring

Job description

Company:

Marsh McLennan Agency

Description:

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplaceculturedoesn’thappen overnight.It’sa result ofhard workby extraordinary people. More than11,000of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impactevery day. Learn more about what makes us different and how you can thrive as aPrivate Client Advisorat Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With200offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).

A day in the life.

As our Senior Account Manager , you’llbe primarily responsible for independently marketing smaller and/or less complex accounts. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients. Be viewed as a leader and resource by colleagues and peers who provide exceptional client service and serve as a mentor to others. Be knowledgeable of coverages, carrier guidelines, underwriting, legislative changes, and maintain relationships with clients and carrier representatives. Develop strong relationships with carriers and clients. Support Producer and Marketing Account Executives in managing larger and/or more complex accounts.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• Build and maintain key client and carrier relationships by phone, email and in person.
• Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.
• Lead the client service team in service activities related to administration, billing, and problem solving.
• Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.
• Continually seek cross-selling opportunities and suggest new lines of coverage.
• Monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
• Lead the marketing of accounts of smaller, less complex accounts.
• Independently prepare marketing information for smaller and/or less complex accounts for Producer or client. Provide required information to Producer and participate in presenting options to the client.
• Manage the implementation process; prepare and deliver all applicable forms to client.
• Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.
• Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow up in client management system(s). Also, understand how to use the system to acquire information to assist clients.
• Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
• Mentor team members.
• Other duties and responsibilities as requested by management.

These additional qualifications are a plus, but not required to apply:

• Five plus years of personal lines insurance experience
• HNW or coastal insurance experience

We know there are excellent candidates who might not checkallofthese boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering

• Tuition reimbursement and professional development opportunities

• Hybrid work

• Charitable contribution match programs

• Stock purchase opportunities

To learn more about a career at MMA, check us out online:http://marshmma.com/careersor flip through our recruiting brochure:https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

• https://www.instagram.com/lifeatmma/

• https://www.facebook.com/LifeatMMA

• https://twitter.com/marsh_mma

• https://www.linkedin.com/company/marsh-mclennan-agency/

Whoyouare is whoweare.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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