Clark Insuranceposted 4 days ago
Full-time • Mid Level
Hybrid • Roanoke, VA
Insurance Carriers and Related Activities

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 Account 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).

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.
  • 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.
  • 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) to update policies, log activities, and manage follow-up.
  • Attend seminars, classes, and carrier meetings to keep abreast of new products and legislative changes.
  • Mentor team members.
  • Other duties and responsibilities as requested by management.

Requirements

  • Bachelor's degree or equivalent education and related training.
  • 3-5 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 by providing direction and constructive feedback.
  • 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.
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