Personal Lines Account Manager

Marsh McLennan • Hamilton, OH

3d • Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking an Account Manager I to join their team. This role supports Producers and Marketing Account Executives by marketing and servicing new and renewal business. The Account Manager will be knowledgeable of applicable coverages, carrier guidelines, underwriting, and legislative changes to maintain relationships with clients and carrier representatives. MMA offers business insurance, employee health & benefits, retirement, and private client insurance solutions. They combine the personalized service of a local consultant with the global resources of Marsh McLennan.

Requirements

• Support Producer and Marketing Account Executive, if applicable, by marketing and servicing new and renewal business.
• Be knowledgeable of applicable coverages, carrier guidelines, underwriting and legislative changes, to maintain relationships with clients and carrier representatives.
• Build and maintain key client and carrier relationships by phone, email and in person.
• Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request.
• Work with Producer and/or Marketing Account Executive to monitor and manage the renewal process for assigned clients.
• Provide analysis and recommendation of coverage needs to present to client.
• Coordinate meetings 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.
• Prepare marketing information or provide required information to a marketing person.
• Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.
• Prepare and deliver all applicable forms to clients.
• Become 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.
• Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/ services, as requested.
• Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.

Nice To Haves

• Two plus years of industry-specific experience
• LOB designations

Responsibilities

• Build and maintain key client and carrier relationships by phone, email and in person.
• Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request.
• Work with Producer and/or Marketing Account Executive to monitor and manage the renewal process for assigned clients.
• Provide analysis and recommendation of coverage needs to present to client.
• Coordinate meetings 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.
• Prepare marketing information or provide required information to a marketing person.
• Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.
• Prepare and deliver all applicable forms to clients.
• Become 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.
• Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/ services, as requested.
• Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
• Other duties and responsibilities as requested by management.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed