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Marsh & McLennan

Brokers insurance and runs risk and HR consulting

Associate Account Executive - Commercial Entertainment Insurance

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeVan Nuys, Los Angeles, CA, USARemote

About the Job

Requirements

  • A high school diploma is required.
  • A current California Department of Insurance license is preferred but not required.
  • Four to seven years of experience is listed as an additional qualification, though not required.
  • Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook, is preferred.
  • Experience using the Applied EPIC agency management system is preferred.
  • Ability to use a computer keyboard, sit in a stationary position for extended periods, and use office machinery such as fax and copy machines and telephones.

Responsibilities

  • Provide high-quality customer service and cross-sell within the existing book of business.
  • Serve as the day-to-day liaison between the insurance company and designated accounts, assisting with client relationships.
  • Handle daily customer servicing, including coverage issues, contract and exposure analysis, endorsement activity, routine coverage questions, problem solving, renewal control, formal proposals, and checking and binding policies.
  • Inform the Producer about strategic account issues, claims, and other potential problems.
  • Oversee processes related to renewals and account management, and ensure Standard Operating Guidelines are followed for insurance transactions.
  • Build and maintain effective client relationships by meeting client expectations.
  • Communicate with clients by email, phone, and meetings, and respond to inquiries and issues within 24 hours.
  • Resolve or assist with service and claims issues and questions.
  • Assist in designing, or independently design, insurance plans for clients.
  • Assist clients with appropriate coverage changes.
  • Attend client meetings to review summary reports, make presentations, and maintain client relationships as needed.
  • Inform and educate clients about coverage, exclusions, exposures, coverage gaps, stewardship programs, and other relevant information.
  • Monitor client satisfaction at least quarterly and report findings and issues to the account Producer.
  • Cross-sell or refer new-business leads to appropriate departments.
  • Stay current on carrier websites, carrier communications, new coverage options, and billing procedures.
  • Quote new-business and renewal options to clients, including higher liability limits and deductible options; earthquake, earthquake deductible buy-back, flood, excess flood, increased mold, identity theft, umbrella or excess liability and excess uninsured/underinsured coverage; inland marine; guaranteed replacement cost; equipment breakdown; and enhanced auto coverage.
  • Review and check policies against Standard Operating Guidelines checklists, including proposals, applications, letters, invoices, insurance summaries, certificates, evidence of insurance, and binders.
  • Assist with managing accounts receivable for the book of business.
  • Maintain accurate and consistent agency EPIC files, documenting client conversations in emails and other notes.

Desired Qualifications

  • A college degree is preferred.
  • A current California Department of Insurance license is a plus but not required.
  • Four to seven years of experience is listed as a plus but not required.
  • Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook, is preferred.
  • Experience using the Applied EPIC agency management system is preferred.

About the Company

Marsh & McLennan

Brokers insurance and runs risk and HR consulting

Marsh & McLennan Companies, which operates under the Marsh brand, is an insurance broker and consulting group serving businesses, governments and institutions worldwide. Its Marsh Risk unit arranges property, casualty, cyber and employee-benefit coverage, while Guy Carpenter places reinsurance for insurers. Mercer advises employers on pay, benefits, retirement and investments, and Oliver Wyman, Lippincott and NERA handle strategy, brand and economic consulting. Brokers earn commissions and fees from placing coverage, and consultants bill client fees or charge fees based on assets or plan members. The company traces its roots to 1871 and is headquartered in New York City.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
New York, NY
Founded
1871

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