Senior Account Manager - Personal Lines Insurance

Marsh McLennan • Los Angeles, CA

136d • $38,800 - $82,900 • Hybrid

About The Position

As our Senior Account Manager on the Personal Lines team, you'll be responsible for the following: This is a service position. The primary function of this position is to provide the highest quality service to customers and cross sell within the existing book of business. The Senior Account Manager (SAM) will be the day-to-day liaison between the insurance company (MIB) and designated accounts managed by Account Executives/Sr. Account Executives/Producers. Daily servicing of customers will include addressing various coverage issues, contract analysis, exposure analysis, issuing auto ID cards, handling all the inside service work associated with the client's accounts, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies. The Senior Account Manager (SAM) should have experience in all areas of Personal Lines insurance. As needed the SAM will coordinate with and defer to the Account Executive/Sr. Account Executive/or Producer on strategic account issues and potential problems. The SAM is responsible for the successful fulfillment of Standard Operating Procedures and Guidelines (SOP's).

Requirements

• Know the underwriting and rating procedure for all types of personal lines policies.
• 2-4 years of experience in Personal Lines insurance.
• Current California Department of Insurance License.
• Proficient in MS Office Suite (Word, Excel, Outlook).
• Experience utilizing carrier websites to market and rate new and/or renewal business.

Nice To Haves

• College Degree preferred (high school diploma is required).

Responsibilities

• Provide the highest quality service to customers and cross sell within the existing book of business.
• Act as the day-to-day liaison between the insurance company (MIB) and designated accounts managed by Account Executives/Sr. Account Executives/Producers.
• Address various coverage issues, contract analysis, exposure analysis, and issuing auto ID cards.
• Handle all inside service work associated with the client's accounts, including endorsement activity, routine coverage questions, problem solving, renewal control, and preparation of formal proposals.
• Check and bind policies, ensuring compliance with Standard Operating Procedures and Guidelines (SOP's).
• Prepare proposals and applications, submit them to insured's and carriers, obtain client's signature and follow up to ensure timely responses.
• Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients.
• Handle cancellations timely by checking carrier websites or NOC's received via scan, fax or email.
• Prepare and check policies based on SOP's checklist including letters, invoicing, summaries of insurance, certificates, ID cards, evidence of insurance, binders, etc.

Benefits

• Generous time off.
• Tuition reimbursement and professional development opportunities.
• Charitable contribution match programs.
• Stock purchase opportunities.
• Health and welfare benefits.
• 401K savings and other retirement programs.
• Employee assistance programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED