JOB TITLE: Senior Commercial Account Manager

JOB TYPE: FLSA Non-Exempt

REPORTS TO: Director of Client Services – Business Insurance/Property & Casualty

ESSENTIAL DUTIES & RESPONSIBILITIES:

Documentation

Process 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 applicationsPrepare Loss SummariesPrepare Proposals for renewal termsInitiate Premium Finance RequestsIssue Certificates of Insurance and Auto ID cardsPrepare Schedules of Insurance for delivery to clientPrepare policies for delivery to clientProcess Policy Audits and Monthly ReportsIdentify and resolve Accounting discrepanciesCreate requests for changes to client’s coverages

Teamwork

Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to:

Perform tasks assigned as part of the Agency Standard Service PlanAttend 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 teamsSeen as a mentor and subject matter expert (a recognized “go-to” person)Liaison for other Account Managers on coverages and processesMay take the lead on quality check/training of new colleaguesStrong cooperation and effective communication with clients, vendors and co-workers.Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulnessOther duties as requested by members of Service TeamAct as lead when the Account Executive is absent

Technical Expertise

Demonstrate the technical expertise to assist in maintaining the Client Insurance Program.  These duties include but are not limited to:           

Power user or go-to expert on several systems or technical skill setsComplete Kaplan PictorialsHave insurance designations of CISR or equivalentVerify accuracy of endorsements and invoice as necessaryStrong comprehension of Insurance Contract requirements for CertificatesCommunicate with insurance carriers as neededCommunicate with clients as neededResponsible for entire management of one to two accounts.Utilize carrier online rating programs as necessary.Participate in Position RotationSubject matter expert, demonstrating superior skills and proficiencies with internal procedures and systems (Sagitta, ImageRight, eMMA, etc.)Demonstrate success in servicing multiple client renewalsProven expert proficiency validated by Trainer and Manager

REQUIREMENTS:

Education:  College Degree, preferredHave or obtain P&C License within 14 days of hire(Internal) completed Kaplan Pictorials, ACSR or CISR Designation and CIC Designation60+ months as an Account Manager preferredAbility 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 WordWilling to work overtime due to cyclical nature of business.Masters all analyst duties and demonstrated proficiency and how to research and access Best Practices. 

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan 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, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers. 

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