Full-Time

Small Business Account Manager

Posted on 12/6/2025

Marsh & McLennan

Marsh & McLennan

No salary listed

Company Does Not Provide H1B Sponsorship

Agawam, MA, USA

Hybrid

Hybrid work arrangement.

Category
Sales & Account Management (1)
Requirements
  • 3-5 years of insurance service experience
  • Undergraduate degree or combination of industry education and experience
  • Property & Casualty License
  • Holds the Associate in General Insurance designation
  • Strong working knowledge of business insurance coverages
  • Extremely detail oriented
  • High level of initiative and able to work well in a team environment
  • Motivated, goal-oriented, persistent and skilled negotiator
  • Strong technical capacity with knowledge of Microsoft Office software products
  • Handles stressful situations and deadline pressures well
  • Strong communication, organization and time management skills
  • Results driven with a positive, professional attitude and exceptional customer service focus
  • Plans and executes responsibilities independently and with discretion
Responsibilities
  • Responsible for the servicing of assigned accounts independently, utilizing discretion and independent judgment to craft solutions to be shared with customer.
  • Possess knowledge of carrier manuals, appetite, services and coverage forms/products available from each of our carrier partners
  • Advise customers/prospects on the insurance policies/products/services available for protecting their business assets
  • Responsible for front-end underwriting of customers to align the proper carrier and best solutions for the customer’s insurance needs
  • Provide quotations, coverage summaries/comparisons, proposals and recommendations
  • Market new business and renewal submissions to carriers utilizing our standard submission forms
  • Responsible for customer communications, conflict resolution, and compliance on customer deliverables. Ensure customer or carrier conflicts are handled in an effective manner by identifying and implementing solutions as issues arise, keeping the team, Director/SVP informed of issues.
  • Responsible for the proper documentation in the agency management system of all customer communications and the confidentiality of all customer documentation
  • Guide processing of mail, renewals, new business, billing, cancellations, non-renewals, reinstatements, and other administrative functions carried out by associates and analysts
  • Follow all systems, procedures and regulations set forth by agency, insurance carriers, and state departments of insurance
  • Make customers aware of the services available in other departments within the agency
  • Work to attain individual, department and agency business goals
  • Continue to update job knowledge by participating in educational opportunities

Company Size

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Total Funding

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Headquarters

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Founded

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INACTIVE