Account Manager

Marsh McLennan • West Chester, PA

31d • Hybrid

About The Position

Marsh McLennan Agency's East Region is a leader in the business insurance and personal lines marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities. The Account Manager will provide prompt, accurate, courteous service to customers, producers and company personnel. This person will grow and develop talents and insurance knowledge to the highest level possible. Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.

Requirements

• MUST have current Property & Casualty Insurance License.
• MUST have previous experience having worked in Commercial Lines of Business.
• Knowledge of Commercial Insurance and products is mandatory
• Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions or very close to obtaining license upon acceptance of job offer.
• Minimum two years’ experience in similar position is required
• Proficient in Microsoft Office Products including Microsoft Word, Excel, and Outlook.
• Strong listening skills and attention to detail are required.

Nice To Haves

• College degree preferred, but not mandatory

Responsibilities

• Service Commercial Lines accounts as assigned and aid in collections.
• At the direction of Producer, prepare company submissions for new business quotes and prepare proposals of insurance for new Commercial Lines clients, including visits to clients with producer when requested.
• Initiate, screen and prepare endorsement requests for Commercial Lines clients.
• Prepare and process cancellations when required.
• Determine reasons for cancellations; acts to save accounts; notifies Producers.
• Set up and prepare new account files per agency procedures.
• Invoice all Surplus Lines policies and execute premium finance agreements.
• Maintain suspense items in a timely manner.
• Keeps informed regarding industry information, new product information, legislation coverages and technology to continuously improve knowledge and performance.
• Participate in seminars and classes for skill and knowledge development.
• Maintain all client activity in the agency automation system.
• Service Commercial Lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
• Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Assist prospects/insureds until a Producer is available.
• Assist claims department in providing coverage information.
• Keep Producers fully informed of all important activities on their accounts.
• Assist other departments and producers in cross selling and account rounding.
• Assume other job responsibilities as assigned by Producer or Department Manager.

Benefits

• We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed