Commercial Account Manager

Marsh McLennan•Midland, TX

About The Position

The Commercial Account Manager helps maintain client insurance programs by preparing and processing insurance documentation, supporting client service plans, coordinating with clients, carriers, vendors, and coworkers, and applying technical insurance knowledge. The role works as part of the agency team to provide excellent service and may provide guidance and quality checks on others’ work. The position requires managing multiple tasks and priorities, using agency and Windows-based applications, and being willing to work overtime because of the cyclical nature of the business. A college degree is preferred.

Requirements

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.

Nice To Haves

College degree preferred.

Responsibilities

Generate surveys and request renewal applications.
Prepare loss summaries and proposals for renewal terms.
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.
Treat clients, prospects, and company employees with courtesy and respect.
Contribute to team goals and 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 tactfulness.
Perform other duties as requested by members of the Service Team.
Provide guidance and quality checks for others’ work.
Complete Kaplan Pictorials.
Obtain insurance designations of CISR or equivalent.
Verify endorsement and invoice accuracy as necessary.
Understand insurance contract requirements for certificates.
Communicate with insurance carriers and clients as needed.
Become proficient in using premium analysis software.
Demonstrate success servicing multiple client renewals under the mentorship of a CAM or trainer.