Select Business Unit Account Manager

Marsh • FL

100d

About The Position

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 and service by providing professional insurance advice and consultation services.
• Review individual client insurance program(s) and propose additional coverages & limits for client consideration.
• Manage 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.
• Manage client renewal process within defined guidelines.
• Ensure certificate templates are accurate & up to date.
• Issue binders, endorsements, auto ID cards & schedules of insurance.
• Maintain client records in Sagitta & ImageRight systems.
• Develop a comprehensive network within & outside of the company to assist with decision making.
• Mentor less experienced agency employees.

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
• Number of Employees: 5,001-10,000 employees