Strategic Account Manager

Strategic Account Manager

Description :

JOB TITLE : Strategicmercial Account Manager, Regional New Business Focus

JOB TYPE : FLSA Non-Exempt

REPORTS TO : Executive Team Lead, Regional BI

ESSENTIAL DUTIES & RESPONSIBILITIES :

Documentation

Process documents necessary to maintain the Strategic Account Executive team workflows, utilizing agency management system.

Processes including but not limited to :

• Generation of surveys and request renewal applications
• Submit BORs to carriers and tracking of responses
• Create andplete COPE spreadsheets, as needed.
• Request loss runs and prepare Loss Summaries
• Prepare Proposals
• Sending documents for signature via DocuSign
• Identify insurance requirement wording within client contracts
• Review and summarizing of coverage contained in client legacy insurance policies
• Supporting Senior Account Executives and Strategic Sales Members
• Coordination of printed presentation materials
• Documentation of marketing correspondence

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 by SAE team members
• Attend meetings with Risk Management Team as appropriate.
• Treat clients, prospects, andpany 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
• Demonstrate cooperation and effectivemunication with clients, vendors and co-workers.
• Ability to support the SAE team effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
• Other duties as requested by members of SAE team
• Provides guidance / quality check for other's work

Technical Expertise

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

• Obtain insurance designations of CIC or equivalent
• Demonstrated success in servicing multiple client new and renewal business under mentorship of team members

REQUIREMENTS :

• Education : College Degree, preferred
• P&C License preferred
• 3 to 5 years of experience inmercial accounts preferred
• Ability to multi-task, prioritize work, and possess basic word processing and spreadsheetputer skills.
• Operational knowledge of various Windows-based application programs such as Excel and Word

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.

Marsh & McLennan Agency offerspetitive salaries andprehensive 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 ourpany, please visit us at : / / marshmma / careers. Job ID R 265560