Early Career Insurance Account Manager Training Program

Marsh McLennanClearwater, FL
Onsite

About The Position

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 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). As our Account Manager Trainee on the AMPD team, you’ll learn the workflows and best practices of the customer service side of the insurance industry. In training you will learn to route policy documents and client notices. You must develop a working knowledge of insurance carrier websites and how to navigate them for necessary information. You will follow up with carriers for pending policy coverage changes and cancelations. You’ll learn how to review renewal policies and endorsements for quality assurance. You will also be taught how to obtain loss history and how to issue insurance certificates. In addition to leaning the service side of the insurance industry, you will also go through a series of professional development trainings.

Requirements

  • College degree or some combination of education and comparable work experience preferred.
  • Analytical problem-solving capabilities with a certain level of energy to carry out assignments via computer work.
  • Strong accuracy and attention to detail with a degree of cautiousness, as well as a desire to follow procedure.
  • Strong organizational and time management skills with the discipline to stay on-task.

Nice To Haves

  • Intermediate computer skills including Word, Outlook & Excel.
  • Currently hold, or be able to obtain with 90 days, a Florida 4-40 license and/or 2-20 license.

Responsibilities

  • Route policy documents and client notices.
  • Develop a working knowledge of insurance carrier websites and how to navigate them for necessary information.
  • Follow up with carriers for pending policy coverage changes and cancelations.
  • Review renewal policies and endorsements for quality assurance.
  • Obtain loss history.
  • Issue insurance certificates.
  • Participate in a series of professional development trainings.

Benefits

  • Generous time off, including personal and volunteering
  • Health Insurance
  • 401k
  • Professional development opportunities
  • On-site
  • Six week paid parental leave for the birth or adoption of a child
  • Charitable contribution match programs
  • Stock purchase opportunities
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