Marsh & McLennan Companies - Maitland, FL

posted about 1 month ago

Full-time - Mid Level
Hybrid - Maitland, FL
Insurance Carriers and Related Activities

About the position

As a Personal Lines Account Manager at Marsh McLennan Agency (MMA), you will be part of a hybrid team that combines personalized service with the global resources of a leading professional services firm. This role involves client-facing meetings and requires you to inform, educate, and make recommendations to clients, carrier representatives, and underwriters. You will develop new business from existing accounts and assigned leads, determine acceptability and placement of coverage, and resolve billing issues while ensuring timely and complete information. Your responsibilities will also include monitoring change requests, reviewing policy documents for accuracy, and overseeing all transactions and paperwork for assigned accounts. You will support clients with inquiries regarding coverages, products, and services, and document all client communications.

Responsibilities

  • Inform, educate, and make recommendations to clients, carrier representatives, and underwriters.
  • Develop new business from existing accounts and assigned leads as appropriate.
  • 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 on 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 to provide an informed response.
  • 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.
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