Account Manager

Marsh McLennan•Honolulu, HI

About The Position

Marsh McLennan Agency is seeking an Account Manager primarily responsible for managing small to mid-size commercial lines accounts. This role involves generating new accounts, developing client relationships, and servicing existing accounts in accordance with agency procedures and carrier guidelines. The ideal candidate is a team player who can work independently.

Requirements

High School Diploma or general education degree (GED) required.
Minimum of 3 years of commercial lines related experience/training.
An equivalent combination of education and job-related experience will be considered.
Producer license required.
Excellent communication and customer service skills.
Basic knowledge of multi-line risk underwriting and satisfactory product knowledge.
Demonstrates basic understanding of the industry and market conditions.
Excellent organizational skills and results oriented.
Demonstrated ability to work independently in a team-oriented atmosphere.
Proficient in PC navigation and skills with Microsoft Office Suite of Products and applications.

Nice To Haves

College degree preferred.
CPCU, CIC or other Property/Casualty Designations preferred.
Any other certificates, licenses or registrations required by the position.

Responsibilities

Assist agent and/or account executive with new and renewal commercial business processing.
Pre-fill applications, create proposals or summaries, and attend client meetings with agents.
Analyze new business applications and renewals, make recommendations, and gather required information.
Inform and educate clients about policy coverage, changes, exclusions, and insurance needs.
Work closely with agents on accounts, providing updates on all important activities.
Review expiration lists, initiate the renewal process, and handle rush certificate requests.
Maintain client files, process routine correspondence, and prepare policy documents.
Keep up to date on rates, forms, and coverage changes from insurance carriers and online resources.
Assist other team members, engage in premium negotiations, and build relationships with carriers and brokers.
Attend carrier/broker and Account Manager meetings (virtual or in-person).
Perform other duties as assigned.
Adhere to the company's Attendance Management Policy.
Possess a positive, service-oriented attitude towards agents, clients, insureds, and employees of the company.
Travel and attend off-site client meetings as needed.