This job is closed

We regret to inform you that the job you were interested in has been closed. Although this specific position is no longer available, we encourage you to continue exploring other opportunities on our job board.

Clark Insurance - Maitland, FL

posted 11 days ago

Full-time - Mid Level
Hybrid - Maitland, FL

About the position

As a Personal Lines Account Manager at Marsh McLennan Agency (MMA), you will be part of a hybrid position that requires in-person client meetings two days a week. You will be responsible for informing, educating, and making recommendations to clients, carrier representatives, and underwriters. Your role will involve developing new business from existing accounts and assigned leads, determining acceptability and placement of coverage, resolving billing issues, and monitoring the status of change requests. You will also oversee the preparation and implementation of all transactions and paperwork for assigned accounts, support clients with inquiries regarding coverages and products, and document client communications.

Responsibilities

  • Inform, educate, and make recommendations to clients, carrier representatives, and underwriters.
  • Develop new business from existing accounts and assigned leads.
  • Determine acceptability and placement of coverage and collect premium payments when applicable.
  • Resolve billing issues and service requests while maintaining concern for timeliness and completeness of information.
  • Monitor status of change requests, review policy documents for accuracy, and follow up to delivery of change documents to clients.
  • Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
  • Support clients with standard and complex inquiries regarding coverages, products, and services.
  • Document and answer client calls, emails, and mail transactions.
  • Collaborate and respond formally to client correspondence, utilizing all reference material necessary.
  • Communicate with clients to obtain additional information to complete transactions.

Requirements

  • High school diploma or equivalent.
  • Active current and valid Florida 2-20 insurance license.
  • 3+ years of experience in personal lines industry, including thorough knowledge of personal lines products.
  • Proficiency with MS Office, including Excel.

Nice-to-haves

  • Bachelor's degree or higher.
  • Experience with Sagitta and Image Right.
  • Experience with EPIC.
  • Designations.

Benefits

  • Generous time off, including personal and volunteering.
  • Tuition reimbursement and professional development opportunities.
  • Hybrid and flexible work.
  • Charitable contribution match programs.
  • Stock purchase opportunities.
  • Competitive compensation.
  • Entrepreneurial leadership.
  • Unmatched, scalable resources.
  • Committed to core values.
  • Inclusive culture.
Job Description Matching

Match and compare your resume to any job description

Start Matching
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service