Commercial Account Manager

Marsh•West Lake Hills, TX

2d•Onsite

About The Position

This role focuses on managing the Client Insurance Program through various documentation and service-related tasks. The Commercial Account Manager will be responsible for processing essential documents, ensuring the smooth operation of client insurance programs, and contributing to a team environment that prioritizes superior client service. The position also requires technical expertise in insurance processes and software, with opportunities for professional development and designation attainment.

Requirements

College Degree, preferred
Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.
Operational knowledge of various Windows-based application programs such as Excel and Word
Willing to work overtime due to cyclical nature of business.

Nice To Haves

Obtain insurance designations of CISR or equivalent

Responsibilities

Process documents necessary to maintain the Client Insurance Program, utilizing agency management system.
Generate surveys and request renewal applications.
Prepare Loss Summaries.
Prepare Proposals for renewal terms.
Initiate Premium Finance Requests.
Issue Certificates of Insurance and Auto ID cards.
Prepare Schedules of Insurance for delivery to client.
Prepare policies for delivery to client.
Process Policy Audits and Monthly Reports.
Identify and resolve Accounting discrepancies.
Create requests for changes to client’s coverages.
Function as team member of the Agency Workforce to ensure superior service to all MMA Clients.
Perform tasks assigned as part of the Agency Standard Service Plan.
Attend meetings with Risk Management Team as appropriate.
Manage client’s use of Certificate program, conducting training of client as needed.
Treat clients, prospects, and company employees with courtesy and respect.
Contribute to a team approach toward meeting goals and providing excellent client service.
Coordinate and monitor usage and quality of outsourcing teams.
Demonstrate cooperation and effective communication with clients, vendors and co-workers.
Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness.
Other duties as requested by members of Service Team.
Provides guidance / quality check for other’s work.
Complete Kaplan Pictorials.
Obtain insurance designations of CISR or equivalent.
Verify accuracy of endorsements and invoice as necessary.
Comprehend Insurance Contract requirements for Certificates.
Communicate with insurance carriers as needed.
Communicate with clients as needed.
Become proficient using premium analysis software.
Demonstrated success in servicing multiple client renewals under mentorship of CAM or Trainer.