Account Manager

Marsh•Rutherford, Florida

8d•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Business Insurance Account Manager to manage a high-profile, complex, and revenue-generating book of business. This role is critical to company operations and involves building and maintaining strong client and carrier relationships, executing client service plans, leading service teams, and coordinating activities to ensure timely and accurate handling of accounts. The position also involves identifying cross-sell opportunities, managing the renewal process, leading marketing efforts for smaller accounts, and overseeing the implementation process. Proficiency in client management systems and continuous learning about new products and legislative changes are essential. The role also includes mentoring team members and performing other duties as assigned by management.

Requirements

Five years of relevant insurance industry experience
Current 220 license
Strong client relation skills to build and maintain positive business relationships with clients and market contacts, including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale
Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite

Responsibilities

Build and maintain key client and carrier relationships by phone, email and in person.
Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.
Lead the client service team in service activities related to administration, billing, claims issues and problem solving.
Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.
Continually seek cross-sell opportunities and suggest new lines of coverage.
Monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
Lead the marketing of accounts of smaller, less complex accounts.
Independently prepare marketing information for smaller and/or less complex accounts for Producer or client. Provide required information to Producer and participate in presenting options to the client.
Manage the implementation process; prepare and deliver all applicable forms to client.
Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.
Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow up in client management system(s). Also, understand how to use the system to acquire information to assist clients.
Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
Mentor team members.
Other duties and responsibilities as requested by management.