Commercial Lines Account Manager I

Marsh McLennan•Irvine, CA

5d•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. Build and maintain key client and carrier relationships by phone, email, and in person. Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals. Lead the client service team in service activities related to administration, billing, claims issues, and problem solving. 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. Monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options. Lead the marketing of accounts of smaller, less complex accounts. Independently prepare marketing information for smaller and/or less complex accounts for Producer or client. Provide required information to Producer and participate in presenting options to the client. Manage the implementation process; prepare and deliver all applicable forms to client. Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients. 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.

Requirements

Bachelor's degree or equivalent education and related training.
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.
Ability to travel, occasionally overnight.

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.
Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.
Lead the client service team in service activities related to administration, billing, claims issues, and problem solving.
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.
Monitor and manage the renewal process for assigned clients.
Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
Lead the marketing of accounts of smaller, less complex accounts.
Independently prepare marketing information for smaller and/or less complex accounts for Producer or client.
Provide required information to Producer and participate in presenting options to the client.
Manage the implementation process; prepare and deliver all applicable forms to client.
Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.
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.