Select Business Unit Account Manager

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. 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).

Responsibilities

• 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.
• 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 & Image Right 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.
• Performs critical client functions, including: evaluating risks; reviewing loss experience, cash flow and financials; developing solutions; articulating impact of options; leveraging prepared analytics and making recommendations to client across product lines.
• Works with more senior Account Managers to retain and generate new business, by leveraging strategy information and managing contract reviews and midterm changes.
• Strives to meet sales goals by partnering with more senior Account Managers.
• Builds and maintains relationships with clients, prospects, client teams and producers to provide best in class service and drive growth.
• Serves as a client contact for day-to-day needs and answers standard or more difficult client questions to improve the client experience.
• Maintains a detailed understanding of changing market condition and understands and complies with all compliance, professional and transparency standards to better serve clients.

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.

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities