Commercial Account Manager

Marsh McLennan • Lafayette, LA

21h

About The Position

The Commercial Account Manager supports and maintains client insurance programs by processing insurance documentation, coordinating service activities, and applying technical insurance knowledge. The role works as part of the agency workforce to provide client service, collaborates with clients, carriers, vendors, coworkers, and outsourcing teams, and provides guidance and quality checks on others’ work.

The position includes preparing renewal and policy materials, processing audits and reports, addressing accounting discrepancies, and coordinating coverage changes. It also requires completing assigned service-plan tasks, supporting client use of certificate programs, and developing proficiency with insurance processes and premium analysis software.

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.
• Obtain an insurance designation of CISR or equivalent.
• Comprehend insurance contract requirements for certificates.
• Demonstrated success servicing multiple client renewals under the mentorship of a Commercial Account Manager (CAM) or Trainer.

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 coverages.
• 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 toward 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 tactfulness.
• Complete Kaplan Pictorials.
• Verify the accuracy of endorsements and invoices as necessary.
• Communicate with insurance carriers and clients as needed.
• Become proficient in premium analysis software.
• Provide guidance and quality checks for other people’s work.
• Perform other duties as requested by members of the Service Team.

Benefits

• Competitive salaries and comprehensive benefits and programs, including health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, and volunteer opportunities.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed