Select Business Unit Account Manager

Marsh McLennan•Clearwater, FL

4d•Hybrid

About The Position

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Select Business Unit Account Manager at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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). A day in the life. As our Select Business Unit Account Manager, you'll be responsible for client retention and service by providing professional insurance advice and consultation services. Responsible for reviewing individual client insurance program(s) and proposing additional coverages & limits for client consideration. Accountable for managing a book of business with clients that average up to $15,000.00 in revenue. Perform various service functions on assigned accounts that include but are not limited to: Prepare new & renewal policies. Prepare applications & submissions; loss run reports. Responsible for managing client renewal process within defined guidelines. Responsible for ensuring certificate templates are accurate & up to date. Issue binders, endorsements, auto ID cards & schedules of insurance. Maintain client records in Sagitta & ImageRight systems. Thorough knowledge of business insurance policy contracts/coverages and processes for multiple insurance carriers. Develop a comprehensive network within & outside of the company to assist with decision making. Be available to mentor less experienced agency employees.

Requirements

Current Florida 2-20 License
Two years commercial insurance related experience and/or training
Possess skills necessary to communicate with clients, carriers and prospects concerning commercial lines of coverage
Intermediate knowledge of Microsoft Outlook, Excel and Word
Ability to maintain and organize electronic files on the company document management system
Ability to exercise independent judgment & sound problem solving skills
Effective analytical skills and ability to manage multiple tasks

Responsibilities

client retention
service by providing professional insurance advice and consultation services
reviewing individual client insurance program(s) and proposing additional coverages & limits for client consideration
managing a book of business with clients that average up to $15,000.00 in revenue
Prepare new & renewal policies
Prepare applications & submissions; loss run reports
managing client renewal process within defined guidelines
ensuring certificate templates are accurate & up to date
Issue binders, endorsements, auto ID cards & schedules of insurance
Maintain client records in Sagitta & ImageRight systems
Thorough knowledge of business insurance policy contracts/coverages and processes for multiple insurance carriers
Develop a comprehensive network within & outside of the company to assist with decision making
Be available to mentor less experienced agency employees