Senior Account Manager - Management Liability

SENIOR ACCOUNT MANAGER DEPARTMENT: MANAGEMENT LIABILITY STATUS: NON-EXEMPT Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Senior Account Manager at Momentous Insurance, A Marsh McLennan Agency.

Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and tv insurance, employee health & benefits insurance, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 9,000 colleagues and 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

As our Senior Account Manager on the Management Liability team, you'll be responsible for the following:
This is a service position. The primary function of this position is to provide the highest quality service to customers and cross sell within the existing book of business. The Senior Account Manager (SAM) will be the day‑to‑day liaison between the insurance company (MIB) and designated accounts managed by Account Executives/Sr. Account Executives/Producers. Daily servicing of customers will include addressing various coverage issues, contract analysis, exposure analysis, issuing auto , handling all the inside service work associated with the client's accounts, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies.

The Senior Account Manager (SAM) should have experience in all areas of Management Liability insurance. As needed the SAM will coordinate with and defer to the Account Executive/Sr. Account Executive/or Producer on strategic account issues and potential problems. The SAM is responsible for the successful fulfillment of Standard Operating Procedures and Guidelines (SOP's).

• Know the underwriting and rating procedure for all types of personal lines policies.
• Quote new business and renewal options to every client to include:
  • Higher limits of liability
  • Higher deductible options
  • Earthquake coverage
  • Earthquake deductible buy back coverage
  • Flood coverage
  • Excess flood coverage
  • Increased mold coverage
  • Identity theft coverage
  • Umbrella or excess liability/excess uninsured/underinsured coverage
  • Employment practices liability/board of directors and officers coverage
  • Inland marine coverage
  • Guaranteed replacement cost
  • Equipment breakdown coverage
  • Enhanced auto coverages
• Prepare proposals and applications, submit them to insured's and carriers, obtain client's signature and follow up to ensure timely responses, all in conjunction with AE or Producer.
• Prepare and provide to every client a Summary of Insurance once coverage is bound and in effect for new accounts.
• Immediately update Summary of Insurance for existing clients.
• Remarket accounts as directed and follow up with AE or Producer
• Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients, while adhering to all MIB electronic and EPIC procedures.
• Handle cancellations timely by checking carrier websites or NOC's received via scan, fax or email, legally saving all accounts possible with adherence to E&O guidelines.
• Prepare and check policies based on SOP's checklist to include preparing letters, invoicing, summaries of insurance, certificates, , evidence of insurance, binders, etc. Policies must be checked for accuracy and all applicable endorsements.
• Know and be up to date on the utilization of carrier websites, carrier communications, new coverage options and billing procedures.

• College Degree preferred (high school diploma is required)
• Current California Department of Insurance License
• 2-4 years of experience
• Profici…