Commercial Assistant Account Manager

Commercial Assistant Account Manager

Marsh McLennan Agency

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.
• 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.

• 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.

• Education:
  
  College Degree, preferred.
• Have or obtain P&C License within 12 weeks of hire.
• 12 to 18 months insurance industry experience or comparable customer service experience required.
• 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.

Entry 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.