Personal Lines Account Manager

Marsh McLennan•Orland, ME

2d•$54,700 - $101,900•Hybrid

About The Position

Marsh McLennan Agency is seeking an Account Manager to join their team. This role is crucial in managing client relationships, handling policy changes, and providing expert advice on insurance coverage. The company prides itself on an award-winning, inclusive culture and offers opportunities for professional growth and meaningful impact. Marsh provides business insurance, employee health & benefits, retirement, and private client insurance solutions, combining local service with global resources.

Requirements

Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding.
Strong personal lines technical knowledge - minimum 7 years’ experience.
Adherence to the stated expectations of the E&O Plus Quality Management Program.

Nice To Haves

Experience working with agency management systems.
Proficient skill level in Microsoft Office Suite.

Responsibilities

Receive phone calls and office visitors regarding changes to existing and/or new policies.
Determine acceptability and placement, make recommendations, complete applications or endorsements requests and collect premium where applicable.
Inform, educate and make recommendations to clients about policy coverage, changes, exclusions and insurance coverage needs.
Handle all client, producer, and insurer service requests.
Maintain and develop advanced knowledge of underwriting and rating procedures for all types of policies.
Maintain and further cultivate agency relationships with underwriters.
Review existing accounts to determine if an additional line of insurance or coverages of insurance should be recommended.
Mentor team members with emphasis on culture and morale.
Perform high-level agency management system tasks, accounting and claim management tasks.
Execute processes outlined in procedure manual.
Perform other duties as requested including exercising discretion and judgment prioritizing workload.