Commercial Account Manager

Marsh McLennan•Midland, TX

11d

About The Position

The Commercial Account Manager maintains client insurance programs by preparing and processing program documentation, supporting renewal activities, coordinating service with clients, carriers, vendors, and internal teams, and providing quality checks and guidance on others’ work. The role contributes to the Agency Workforce’s service goals and may provide client training on certificate programs. It requires technical insurance knowledge, effective communication, and the ability to manage multiple priorities. The position is FLSA non-exempt.

Requirements

College degree preferred.
Ability to multitask and prioritize work.
Basic word processing and spreadsheet computer skills.
Operational knowledge of Windows-based applications such as Excel and Word.
Willingness to work overtime due to the cyclical nature of the business.
Ability to service clients effectively using problem solving, confidentiality, diplomacy, sensitivity, and tactfulness.

Nice To Haves

College degree preferred.
CISR or equivalent insurance designation.

Responsibilities

Generate surveys and request renewal applications.
Prepare loss summaries and renewal proposals.
Initiate premium finance requests.
Issue certificates of insurance and auto ID cards.
Prepare schedules of insurance and policies for delivery to clients.
Process policy audits and monthly reports.
Identify and resolve accounting discrepancies.
Create requests for changes to client coverage.
Perform tasks assigned as part of the Agency Standard Service Plan.
Attend meetings with the Risk Management Team as appropriate.
Manage clients’ use of the Certificate program and provide training as needed.
Contribute to a team approach to meeting goals and providing excellent client service.
Coordinate and monitor the usage and quality of outsourcing teams.
Communicate and cooperate effectively with clients, vendors, and coworkers.
Service clients through problem solving, confidentiality, diplomacy, sensitivity, and tact.
Provide guidance and quality checks for others’ work.
Complete Kaplan Pictorials.
Obtain a CISR or equivalent insurance designation.
Verify endorsement accuracy and invoice as necessary.
Comprehend insurance contract requirements for certificates.
Communicate with insurance carriers and clients as needed.
Become proficient in premium analysis software.
Demonstrate successful servicing of multiple client renewals under the mentorship of a CAM or Trainer.
Perform other duties as requested by members of the Service Team.