Account Manager

Marsh McLennan•Fort Lauderdale, FL

5d•Hybrid

About The Position

Marsh McLennan Agency is seeking a Business Insurance Account Manager to provide proactive, client-focused service and help business clients manage risk. The role builds and maintains client and carrier relationships, executes service plans tailored to client needs and risk-management goals, and leads client service activities involving administration, billing, claims issues, and problem-solving. The Account Manager coordinates new and renewal business, monitors renewal processes, supports marketing and presentation of coverage options, and manages policy implementation. The role also identifies cross-sell opportunities, maintains accurate client-management-system records, participates in client relationship meetings, stays informed about products and legislative changes, and mentors team members. The position is part of Marsh Agency’s hybrid work environment.

Requirements

Five years of relevant insurance industry experience.
Current 220 license.
Strong client-relations skills, including the ability to build and maintain positive business relationships with clients and market contacts.
Excellent communication skills and service orientation.
Cooperative nature and tactfulness in resolving client and company problems.
Ability to provide direction, constructive feedback, development, and training; motivate others to maximize productivity and team morale.
Proficiency in basic computer applications, such as Microsoft Office Suite.

Responsibilities

Build and maintain client and carrier relationships by phone, email, and in person.
Execute comprehensive client service plans that address assigned clients’ business needs and risk-management goals.
Lead client service activities related to administration, billing, claims issues, and problem-solving.
Coordinate internal and external activities so new and renewal accounts are handled in a timely, accurate, and professional manner.
Identify cross-sell opportunities and suggest additional lines of coverage.
Monitor and manage the renewal process for assigned clients.
Coordinate meetings with clients and/or Producers to present renewals and supporting documents, obtain acceptance, or discuss alternative market options.
Lead marketing for smaller, less complex accounts.
Prepare marketing information for smaller and/or less complex accounts for the Producer or client.
Provide information to Producers and participate in presenting options to clients.
Manage implementation and prepare and deliver applicable forms to clients.
Plan relationship-management meetings and/or visits with assigned clients in coordination with the Producer.
Use client-management systems to update written or renewed policies, document meetings and follow-ups, track service issues, and obtain information to assist clients.
Attend seminars, classes, and carrier meetings to learn about products and legislative changes.
Mentor team members.
Perform other duties and responsibilities as requested by management.