Commercial Account Manager
At a glance
Manager-level Account Management role at Mmc. Lafayette - Congress · full-time · no salary stated · we estimate $89,028–$150,000 across the United States.
Mmc has not published a salary for this role. The figure below is our estimate, not theirs.
growthroles summary, based on the employer's posting.
What you'll do
- Prepare renewal surveys, loss summaries and proposals, then assemble policies and insurance schedules for clients
- Issue certificates and auto ID cards, process audits and monthly reports, and request changes to client coverage
- Resolve billing discrepancies and send premium finance requests as part of maintaining each client’s insurance program
- Coordinate with clients, carriers and outsourced teams, while guiding clients on certificate program use
- Check endorsement and invoice accuracy, support renewal work, and review colleagues’ work for quality
What you bring
- You can juggle competing tasks and set priorities while handling basic word processing and spreadsheet work
- You can use Windows applications such as Excel and Word
- You are willing to work overtime during the business’s cyclical periods
Who this fits
This manager-level, hybrid U.S. role suits someone who can support multiple client renewals, provide quality guidance to teammates and work effectively with clients, carriers and coworkers. A college degree is preferred, not required.
From the employer
Company:
Marsh McLennan AgencyDescription:
JOB TITLE: Commercial Account Manager
JOB TYPE: FLSA Non-Exempt
ESSENTIAL DUTIES & RESPONSIBILITIES:
Documentation
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 ID cards
- 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
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 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
Technical Expertise
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.
- Demonstrated success in servicing multiple client renewals under mentorship of CAM or Trainer
REQUIREMENTS:
- Education: College Degree, 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.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh 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: http://marshmma.com/careers.
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