Strategic Insurance Account Executive — Client Growth Lead

Marsh; Colonial Village (PA); In loco; USD 130.000 - 150.000; Tempo pieno

Descrizione del lavoro

Marsh McLennan Agency in Pennsylvania's East Region seeks a Senior Insurance Account Manager to support Producers and Marketing Account Executives by delivering high-level coverage analysis, client service, and carrier coordination for mid-size and complex accounts.

You will build relationships with clients and carriers, manage renewal processes, and identify cross-sell opportunities, while mentoring junior staff and ensuring accurate, timely service.

Competenze

• Bachelor's degree or equivalent education and related training.
• Five years of relevant insurance industry experience.
• Appropriate insurance license(s).
• Strong client relation skills and excellent communication.
• Leadership skills to guide and develop team members.
• Proficiency in basic computer applications such as Microsoft Office.
• Ability to travel, occasionally overnight.

Mansioni

• Build and maintain key client and carrier relationships by phone, email and in person.
• Develop and execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.
• Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.
• Continually seek cross-sell opportunities and suggest new lines of coverage.
• Work with Producer and/or Marketing Account Executive, if applicable, to 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 as requested by Producer and/or Marketing Account Executive, if applicable.
• Prepare marketing information for Producer or client as appropriate and provide required information to Marketing Account Executive where client teams also include such role. As appropriate, present the options to the client.
• Complete the implementation process and prepare and deliver all applicable forms to client in conjunctions with other service team members as appropriate.
• Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.
• Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem solving, upon request, and perform such services as appropriate.
• 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.

Conoscenze

Client relations

Leadership

Communication

Microsoft Office Suite

Formazione

Bachelor's degree or equivalent

Strumenti

Microsoft Office Suite

Descrizione del lavoro

Marsh McLennan Agency in Pennsylvania's East Region seeks a Senior Insurance Account Manager to support Producers and Marketing Account Executives by delivering high-level coverage analysis, client service, and carrier coordination for mid-size and complex accounts.

You will build relationships with clients and carriers, manage renewal processes, and identify cross-sell opportunities, while mentoring junior staff and ensuring accurate, timely service.