Commercial Lines Account Manager I

Marsh McLennan • Aliso Viejo, CA

3d • $49,000 - $91,300 • Hybrid

About The Position

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an A c count Manager at McGriff , a division of Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Requirements

• Bachelor's degree or equivalent education and related training.
• Demonstrate strong organizational and project skills
• Strong communication and interpersonal skills (written and verbal)
• Prioritize work to achieve timely completion of the most critical and sensitive activities
• Respond quickly to client requests and work to provide appropriate information
• Accept accountability for the quality of work
• 1-2 years of relevant insurance industry experience.
• Appropriate insurance license(s).
• Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems.
• Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale.
• Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite.

Nice To Haves

• Advanced degree.
• Certification in field of endeavor.
• Experience with Requests for Proposal.

Responsibilities

• Build and maintain key client and carrier relationships by phone, email, and in person.
• Prioritize and process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system.
• Analyze client needs through research, determining appropriate course of action recognizing potential problems and elevating as appropriate.
• Set up policy notebooks for delivery to client; assemble proposals and other presentations for client and prospect meetings.
• Demonstrate positive, motivated behavior providing support and seeking guidance through teamwork and communication.
• May be asked to lead a team of client service representatives as a mentor, guide and/or trainer based on office needs and teammate requirements.
• Support service and production team in reaching overall agency revenue and retention goals.
• Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards.
• Assist with all aspects of marketing, as needed.
• Document member and client communications in the client management services tool according to department standards.
• Prepare presentations, spreadsheets, accounting discrepancies and other communications based on the needs of the internal team and clients.
• Participate in company sponsored seminars, training workshops and webinars to enhance industry knowledge and education.
• Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.
• Continually seek cross-sell opportunities and suggest new lines of coverage.
• Independently prepare marketing information for smaller and/or less complex accounts for Producer or client.
• Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in client management system(s). Also, understand how to use the system to acquire information to assist clients.
• Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
• Mentor team members.
• Other duties and responsibilities as requested by management.

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid Work
• Charitable contribution match programs
• Stock purchase opportunities
• health and welfare benefits
• 401K savings and other retirement programs as well as employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level