Benefits Account Manager
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 PlanAttend 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 teamsDemonstrate cooperation and effectivemunication with clients, vendors and co-workers.Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulnessOther duties as requested by members of Service TeamProvides guidance / quality check for other's workTechnical 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 equivalentVerify accuracy of endorsements and invoice as necessaryBe proficient using premium analysis software.Participate in Position RotationDemonstrated success in servicing multiple client renewals under mentorship of CAM or TrainerREQUIREMENTS :
Education : College Degree, preferredInternal 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 WordWilling 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. Job ID R_320219