Strategic Commercial Insurance Account Manager

Marsh Agency; Lafayette (LA); On-site; USD 42,000 - 65,000; Full time

Job summary

Marsh Agency is seeking a Commercial Account Manager to support the Client Insurance Program by processing documents and managing client files through the agency management system.

You will generate renewal surveys, loss summaries, renewal proposals, certificates of insurance, and schedules for delivery to clients, while coordinating with risk management teams and carriers; a college degree and proficiency in Excel and Word are preferred.

Qualifications

• College degree preferred.
• Ability to multi-task and prioritize work.
• Proficient with Excel and Word.
• Willing to work overtime during cyclical business periods.

Responsibilities

• Process documents to maintain Client Insurance Program using agency management system.
• Generate renewal surveys, loss summaries, and renewal proposals.
• Prepare certificates of insurance, auto ID cards, and schedules.
• Support teamwork and provide excellent client service.
• Coordinate with risk management and insurance carriers.

Skills

Multi-tasking

Communication

Customer service

Education

College degree preferred

Tools

Excel

Word

Job description

Marsh Agency is seeking a Commercial Account Manager to support the Client Insurance Program by processing documents and managing client files through the agency management system.

You will generate renewal surveys, loss summaries, renewal proposals, certificates of insurance, and schedules for delivery to clients, while coordinating with risk management teams and carriers; a college degree and proficiency in Excel and Word are preferred.