Private Client Account Manager

Marsh & McLennan Companies, Inc.•Clearwater, FL

35d•Hybrid

About The Position

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 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). As an Account Manager on the Private Client team, you'll manage an assigned book of business with the goal of retention through exceptional customer service. You will do this by receiving client phone calls and emails with requests to change existing or new coverages and/or policies. By working in unison with the producers and marketing team, you will determine acceptability and placement of new and renewal business. You will complete applications, endorsement requests and all aspects of billing when applicable. You will also support producers by preparing summaries of insurance, schedules and proposals as requested. Maintain follow up on active and overdue suspense and outstanding orders and correspondence in keeping with the established best practices. Maintain customer accounts in our agency automation system by documenting conversations in the activity log, sending confirmations to insured's and filing all correspondence.

Requirements

Current Florida 2-20 or 20-44 license.
Thorough understanding of High Value Personal Lines insurance underwriting, carriers, coverages, rating procedures and industry operations to effectively manage, maintain, and write assigned clients and prospects.
Ability to communicate professionally and effectively with clients, carriers and prospects to explain complex issues, receive and interpret information and respond appropriately.
College degree desirable; or equivalent combination of education and experience

Nice To Haves

Working knowledge of Sagitta Agency Management System and ImageRight.
Actively solicit increases in coverage or rounding out accounts through sales to clients at every service contact.

Responsibilities

Manage an assigned book of business with the goal of retention through exceptional customer service.
Receive client phone calls and emails with requests to change existing or new coverages and/or policies.
Work in unison with the producers and marketing team to determine acceptability and placement of new and renewal business.
Complete applications, endorsement requests and all aspects of billing when applicable.
Support producers by preparing summaries of insurance, schedules and proposals as requested.
Maintain follow up on active and overdue suspense and outstanding orders and correspondence in keeping with the established best practices.
Maintain customer accounts in our agency automation system by documenting conversations in the activity log, sending confirmations to insured's and filing all correspondence.