Commercial Account Manager

JOB TITLE

Commercial Account Manager

FLSA Non-Exempt

• 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 applications
• Prepare Loss Summaries
• Prepare Proposals for renewal terms
• Initiate Premium Finance Requests
• Issue Certificates of Insurance and Auto
• 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

• 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
• Demonstrate 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
• Provides guidance / quality check for other s work

• Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:
• Complete Kaplan Pictorials
• Obtain insurance designations of CISR or equivalent
• Verify accuracy of endorsements and invoice as necessary
• Comprehend Insurance Contract requirements for Certificates
• Communicate with insurance carriers as needed
• Communicate with clients as needed
• Become proficient using premium analysis software.
• Participate in Position Rotation
• Demonstrated success in servicing multiple client renewals under mentorship of CAM or Trainer

• Education:
  
  College Degree, preferred
• Internal team rotation recommended (required if not training in a specific vertical)
• 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.

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: