Commercial Sr. Account Manager

Senior Commercial Account Manager

Job Type:
FLSA Non-Exempt

• Process documents necessary to maintain the Client Insurance Program, utilizing agency management system.
• 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.

• 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.

• 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 invoices 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, Image Right, eMMA, etc.).
• Demonstrate success in servicing multiple client renewals.
• Proven expert proficiency validated by Trainer and Manager.

• Education:
  
  College Degree, preferred.
• Have or obtain P&C License within 6 weeks 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.

Mid‑Senior level

Full‑time

Sales and Business Development

Insurance

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: