Account Manager I

Marsh McLennan•Urbandale, IA

3d•Hybrid

About The Position

Marsh is seeking an Account Manager I based in Urbandale, Iowa. This hybrid role requires working in the local office or onsite with clients at least three days per week. The role focuses on building strong customer relationships, maintaining retention, and advising customers on products and services. The Account Manager collaborates with internal and external business contacts to resolve customer issues and improve the customer experience and coverage offerings. The role performs client functions such as evaluating risks, developing solutions, explaining the impact of options, using prepared analytics, and making recommendations across supported product lines. It also serves as a day-to-day client contact, manages workflow activities, and helps ensure timely follow-up and delivery of final policies. The position requires an eight-hour shift scheduled between 8:00 AM and 5:00 PM CT.

Requirements

High school diploma or GED.
At least 2 years of client or customer service experience.
Property & Casualty license, or willingness and ability to obtain one within 30 days of hire; licensing in all 50 states is required within 90 days of hire.
Proficiency in MS Office Suite.
Ability to work an eight-hour shift between 8:00 AM and 5:00 PM CT.

Nice To Haves

Strong organizational and prioritization skills, including the ability to multitask in a fast-paced environment.
Proven sales ability in a phone-based setting.
Excellent verbal and written communication skills.
Effective relationship-building and problem-solving abilities.
Keen attention to detail and focus on accuracy.

Responsibilities

Evaluate risks, develop solutions, explain the impact of options, use prepared analytics, and make recommendations to clients across supported product lines.
Build and maintain client relationships to provide high-quality service and support growth and retention.
Serve as a client contact for day-to-day needs and answer standard client questions.
Work with internal and external business partners to share customer feedback and, when needed, develop resolutions.
Stay informed about changing market conditions and comply with compliance, professional, and transparency standards.
Manage and record activities in the workflow system to ensure timely follow-up by clients, carriers, and the client team, and delivery of the final policy.