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Commercial Account Manager
Commercial Account ManagerMarsh & McLennan Companies, Inc. • Fort Worth, United States
Commercial Account Manager

Commercial Account Manager

Marsh & McLennan Companies, Inc. • Fort Worth, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [job_card.permanent]
[job_card.job_description]

Marsh McLennan Agency

Description :

JOB TITLE : mercial Account Manager

JOB TYPE : FLSA Non-Exempt

ESSENTIAL DUTIES & RESPONSIBILITIES :

Documentation

Process documents necessary to maintain the Client Insurance Program, utilizing agency management system. These duties include but are not limited to

  • Generate surveys and request renewal applications
  • Prepare Loss Summaries
  • Prepare Proposals for renewal terms
  • Initiate Premium Finance Requests
  • Issue Certificates of Insurance and Auto ID cards
  • Prepare Schedules of Insurance for delivery to client
  • Prepare policies for delivery to client
  • Process Policy Audits and Monthly Reports
  • Identify and resolve Accounting discrepancies
  • Create requests for changes to client's coverages

Teamwork

Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to :

  • Perform tasks assigned as part of the Agency Standard Service Plan
  • Attend meetings with Risk Management Team as appropriate.
  • Manage client's use of Certificate program, conducting training of client as needed.
  • Treat clients, prospects, andpany employees with courtesy and respect.
  • Contribute to a team approach toward meeting goals and providing excellent client service.
  • Coordinate and monitor usage and quality of outsourcing teams
  • Demonstrate cooperation and effectivemunication with clients, vendors and co-workers.
  • Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
  • Other duties as requested by members of Service Team
  • Provides guidance / quality check for other's work

    • Technical Expertise

    Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to :

  • Obtain insurance designations of CISR or equivalent
  • Verify accuracy of endorsements and invoice as necessary
  • Be proficient using premium analysis software.
  • Participate in Position Rotation
  • Demonstrated success in servicing multiple client renewals under mentorship of CAM or Trainer

    • REQUIREMENTS :

  • Education : College Degree, preferred
  • Internal team rotation rmended (required if not training in a specific vertical)
  • Ability to multi-task, prioritize work, and possess basic word processing and spreadsheetputer skills.
  • Operational knowledge of various Windows-based application programs such as Excel and Word
  • Willing to work overtime due to cyclical nature of business.

    • We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offerspetitive salaries andprehensive benefits and programs including : health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about ourpany, please visit us at : / / marshmma / careers.

    #MMASW

    #LI-CR1 Job ID R_310743

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