Commercial Lines Account Manager

About the position

As a Senior Account Manager at McGriff, a division of Marsh McLennan Agency (MMA), you will be part of an award-winning, inclusive workplace culture. MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals. The role involves building and maintaining key client and carrier relationships, executing comprehensive client service plans, and leading a client service team in various service activities. You will also be responsible for managing the renewal process for assigned clients and seeking cross-sell opportunities.

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 meetings with clients and/or Producers to present the renewal and supporting documents.
• Lead the marketing of smaller, less complex accounts.
• Independently prepare marketing information for smaller and/or less complex accounts.
• Manage the implementation process and prepare all applicable forms for clients.
• Formulate a plan with Producers to conduct relationship management meetings and/or visits with assigned clients.
• Proficiently use client management systems to update policies, log activities, and manage follow-ups.
• Attend seminars, classes, and carrier meetings to stay updated on new products and legislative changes.
• Mentor team members.
• Perform other duties as requested by management.

Requirements

• Bachelor's degree or equivalent education and related training.
• Five years of relevant insurance industry experience.
• Appropriate insurance license(s).
• Strong client relation skills to build and maintain positive business relationships.
• Excellent communication skills and service orientation.
• Ability to utilize leadership skills to provide direction and motivate others.
• 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.

Benefits

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid Work.
• Charitable contribution match programs.
• Stock purchase opportunities.