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Commercial Sr. Account Manager

Commercial Sr. Account Manager

Marsh McLennan AgencyHouston, TX, US
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JOB TITLE : Senior Commercial Account Manager

JOB TYPE : FLSA Non-Exempt

Responsibilities

Documentation

  • Generate surveys and request renewal applications
  • Prepare Loss Summaries
  • Prepare Proposals for renewal terms
  • Initiate Premium Finance Requests
  • Issue Certificates of Insurance and Auto ID cards
  • Prepare Schedules of Insurance for delivery to client
  • Prepare policies for delivery to client
  • Process Policy Audits and Monthly Reports
  • Identify and resolve Accounting discrepancies
  • Create 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 Plan
  • Attend 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 teams
  • Seen as a mentor and subject matter expert (a recognized go-to person)
  • Liaison for other Account Managers on coverages and processes
  • May take the lead on quality check / training of new colleagues
  • Strong cooperation and effective communication with clients, vendors and co-workers.
  • Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
  • Other duties as requested by members of Service Team
  • Act 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 sets
  • Complete Kaplan Pictorials
  • Have insurance designations of CISR or equivalent
  • Verify accuracy of endorsements and invoice as necessary
  • Strong comprehension of Insurance Contract requirements for Certificates
  • Communicate with insurance carriers as needed
  • Communicate with clients as needed
  • Responsible for entire management of one to two accounts.
  • Utilize carrier online rating programs as necessary.
  • Participate in Position Rotation
  • Subject matter expert, demonstrating superior skills and proficiencies with internal procedures and systems (Sagitta, ImageRight, eMMA, etc.)
  • Demonstrate success in servicing multiple client renewals
  • Proven expert proficiency validated by Trainer and Manager
  • Requirements

  • Education : College Degree, preferred
  • Have or obtain P&C License within 14 days of hire
  • (Internal) completed Kaplan Pictorials, ACSR or CISR Designation and CIC Designation
  • 60+ months as an Account Manager preferred
  • Ability 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 Word
  • Willing 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

    Seniority level

    Mid-Senior level

    Employment type

    Full-time

    Job function

    Sales and Business Development

    Industries

    Insurance

    J-18808-Ljbffr

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