Commercial Account Manager
At a glance
Manager-level Account Management role at Mmc. Midland - Smith · 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 applications, loss summaries, proposals and premium-finance requests for client insurance programs
- Issue certificates and auto ID cards, and assemble policies and insurance schedules for client delivery
- Process policy audits and monthly reports, resolve accounting discrepancies, and request coverage changes
- Guide clients on certificate-program use, coordinate outsourced work, and check colleagues’ work for quality
- Verify endorsements and invoices, communicate with carriers and clients, and support renewals under a CAM or trainer
What you bring
- You can juggle competing tasks, set priorities and use basic word-processing and spreadsheet tools
- You know your way around Windows applications such as Excel and Word
- You’re willing to work overtime during cyclical business periods
Who this fits
This role suits someone comfortable handling detailed insurance documentation, client service and renewal work while contributing to a team. A college degree is preferred, and overtime may be needed during cyclical periods. The position is hybrid in the United States.
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 Marsh Agency 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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