Commercial Account Manager

Marsh McLennan • Lafayette, LA

12h

About The Position

The Commercial Account Manager helps maintain client insurance programs through documentation, client service, teamwork, and technical insurance support. The role prepares and processes insurance documents, coordinates with clients and carriers, contributes to the Agency’s service standards, and provides guidance and quality checks on others’ work. The position may require overtime because of the cyclical nature of the business.

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 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 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 tactfulness.
• Complete other duties requested by members of the Service Team.
• Provide guidance and quality checks for others’ work.
• Complete Kaplan Pictorials.
• Obtain insurance designations such as CISR or equivalent.
• Verify endorsement accuracy and invoices as necessary.
• Understand 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.

Benefits

• Health and welfare benefits
• Tuition assistance
• 401(k)
• Employee assistance program
• Career mobility
• Employee network groups
• Volunteer opportunities
• Other programs

What This Job Offers

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