[Hiring] Account Manager @Marsh McLennan

Role Description

As our Account Manager on the Commercial Entertainment team, you’ll be responsible for the following:

• 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.
• Daily servicing of customers will include:
  • Addressing various coverage issues
  • Contract analysis
  • Exposure analysis
  • Issuing auto ID cards
  • Handling all inside service work associated with the client’s accounts, including endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies.
• Coordinate with and defer to the Account Executive/Sr. Account Executive/or Producer on strategic account issues and potential problems.
• Responsible for the successful fulfillment of Standard Operating Procedures and Guidelines (SOG’s).

Qualifications

• Know the underwriting and rating procedure for all types of personal lines policies.
• Quote new business and renewal options to every client.
• Prepare proposals and applications, submit them to insured’s and carriers, obtain client’s signature and follow up to ensure timely responses, all in conjunction with AE or Producer.
• Prepare and provide to every client a Summary of Insurance once coverage is bound and in effect for new accounts.
• Immediately update Summary of Insurance for existing clients.
• Remarket accounts as directed and follow up with AE or Producer.
• Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients, while adhering to all MIB electronic and EPIC procedures.
• Handle cancellations timely by checking carrier websites or NOC’s received via scan, fax or email, legally saving all accounts possible with adherence to E&O guidelines.
• Prepare and check policies based on SOG’s checklist to include preparing letters, invoicing, summaries of insurance, certificates, ID cards, evidence of insurance, binders, etc.
• Know and be up to date on the utilization of carrier websites, carrier communications, new coverage options, and billing procedures.

Requirements

• College Degree preferred (high school diploma is required).
• Current California Department of Insurance License.
• 1-2 years of experience.
• Proficient in MS Office Suite (Word, Excel, Outlook).
• Experience with Agency Management System (i.e., EPIC, AMS 360) or other paperless insurance management system.

Benefits

• Generous time off.
• Tuition reimbursement and professional development opportunities.
• Charitable contribution match programs.
• Stock purchase opportunities.