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Marsh & McLennan Companies - Maitland, FL

posted about 1 month ago

Full-time - Mid Level
Hybrid - Maitland, FL
Insurance Carriers and Related Activities

About the position

As our Account Manager on the Business Insurance - Select Business Unit team, you'll be responsible for reviewing individual client insurance program(s) and proposing additional coverages & limits for client consideration. You will manage a book of business with clients that average up to $10,000.00 in revenue and perform various service functions on assigned accounts, including preparing new & renewal policies, applications & submissions, and loss run reports. You will also manage the client renewal process, ensure certificate templates are accurate & up to date, issue binders, endorsements, auto ID cards & schedules of insurance, and maintain client records in Sagitta & ImageRight systems. A thorough knowledge of business insurance policy contracts/coverages and processes for multiple insurance carriers is essential. Additionally, you will develop a comprehensive network within & outside of the company to assist with decision making and be available to mentor less experienced agency employees.

Responsibilities

  • Review individual client insurance program(s) and propose additional coverages & limits for client consideration.
  • Manage a book of business with clients that average up to $10,000.00 in revenue.
  • Prepare new & renewal policies.
  • Prepare applications & submissions; loss run reports.
  • Manage client renewal process within defined guidelines.
  • Ensure certificate templates are accurate & up to date.
  • Issue binders, endorsements, auto ID cards & schedules of insurance.
  • Maintain client records in Sagitta & ImageRight systems.
  • Develop a comprehensive network within & outside of the company to assist with decision making.
  • Mentor less experienced agency employees.

Requirements

  • High school diploma or equivalent
  • Active 2-20 insurance license
  • Experience with Sagitta
  • 3+ years of commercial account management experience within an agency
  • Proficiency with MS Office, including Excel

Nice-to-haves

  • Bachelor's degree or higher
  • Experience with EPIC and ImageRight

Benefits

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid and flexible work
  • Charitable contribution match programs
  • Stock purchase opportunities
  • Competitive compensation
  • Entrepreneurial leadership
  • Unmatched, scalable resources
  • Committed to core values
  • Inclusive culture
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