Account Manager - Personal Lines

Marsh McLennan•Honolulu, HI

1d•Onsite

About The Position

Responsible for managing and developing new and existing personal lines accounts. Serves as the primary contact with customers, builds or maintains relationships and ensures a positive client experience. Provides administrative support in obtaining, maintaining, servicing, and expanding accounts. Understands the insurance needs of clients, manages new and renewal policies in accordance with carrier policies and procedures, provides policy or coverage recommendations to clients, and examines and analyzes applications, renewal requests and endorsements for compliance with underwriting guidelines. Must be a team player and able to work under minimal supervision. Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit corporate.marsh.com, or follow us on LinkedIn and X.

Requirements

High school diploma or general education degree (GED) required
Minimum of 3 years of insurance experience and/or training.
An equivalent combination of education and job-related experience will be considered.
Strong organizational skills, communication, and accuracy in documentation.
Reliable personal transportation to facilitate travel between to all worksites and other locations as required by the position.
Valid driver’s license.
Personal vehicle that is legally registered and insured.
Property & Casualty Solicitors License required.
Adhere to the Code of Business Conduct and Ethics.
Strive for the highest standards of business and personal ethics guided by the organization’s mission, vision, and core values.
Excellent oral and communication skills.
Demonstrate basic P&C insurance knowledge and multi-line risk underwriting.
Strong relationship building and presentation skills.
Highly self-motivated, ability work independently, and goal oriented.
Excellent organizational skills and result oriented.
Possess a service-oriented attitude toward insureds, agents, and external customers.
Ability to interact with a variety of people and function in a team environment and work independently.
Proficient in PC navigation and skills with Microsoft Office Suite of Products and applications.
Knowledge of the use of general office equipment (copier, fax, etc.).
Customer service orientation.
Organization and prioritization.
Adaptability.
Collaboration and team building.
Detail and results-oriented.

Nice To Haves

College degree preferred.
CPCU, CIC or other insurance designations preferred.

Responsibilities

Manages new and renewal personal lines accounts and adheres to carrier policies and procedures.
Negotiates with carriers, prepares presentation and proposal materials, collects customer information, and orders policies from carriers.
Examines and analyzes applications, renewal requests, and endorsements for compliance with underwriting guidelines.
Understand client needs and collaborates with carriers to manage incoming requests effectively.
Solicits new business opportunities, handles account rounding, and ensures timely account renewals.
Provides clients with coverage recommendations, explains available options, completes necessary forms, and quotes premiums accurately.
Enters client information in the agency management system to maintain accurate and up-to-date records.
Handles incoming client requests via phone or email and delivers effective customer service.
Stay up to date on rates, forms, and industry trends, regulatory changes, and emerging insurance products from insurance carriers and online resources.
Assists other team members, engages in premium negotiations, and builds relationships with carriers and brokers.
Attend carrier/broker and Account Manager meetings (virtual or in-person).
Assists team members as needed to meet agency, department, and individual goals, fostering a positive and service-oriented attitude towards agents, clients, insureds, and employees.
Performs other duties as assigned.
Adheres to the company’s Attendance Management Policy.
Possesses a positive, service-oriented attitude towards agents, clients, insureds, and employees of the company.
Must be able to travel and attend off-site client meetings as needed.