Personal Lines Associate Account Manager

Company:

Description:

The Personal Lines Associate Account Manager will be responsible for the retention of existing accounts and production of new personal lines accounts.

This person will provide prompt, efficient, high-quality customer service to designated accounts in support of agency and personal line standards and procedures.

RESPONSIBILITIES

• Provide Account Management services to Personal Lines accounts as assigned. The Associate Account Manager independently manages a book of business that is between 800k and 1.2M in Premium Volume. While managing their book of business this role will also support the team approach of Account Managers as needed.
• Remarketing and New Business: Responsible for gathering the information and risk management recommendations for designated accounts. Market new business and existing accounts; determine premiums in comparative rater and company website. Prepare and present proposals to clients/prospects. May be asked to provide information and assist Account Manager and or Producer with the sale of the account. Check in and bill rewritten and new business policies
• Renewals: Perform renewal reviews, check-in renewals, confirm coverages, correct errors if necessary, notify producer or account manager if coverages do not meet agency standards, account rounding opportunities or excessive premium increase. If necessary, bill renewal on system. Document system per agency standards
• Processing/Endorsements/Billing: Process and handle all endorsements, billing, new business and processing requests. Document system per agency standards. May request assistance from customer service representative.
• Customer Service: Receive calls from clients, insurance company representatives and related industries. Handle and process all requests in conjunction with customer service representative and claims specialist. Answer questions promptly and efficiently, maintain a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims. Assist claims department in providing coverage information.
• Insurance Carriers: Maintain a good working relationship with insurance companies and representatives that we work with. Maintain underwriting and marketing information by carrier. Continuously improve product and coverage knowledge.
• Agency Management/File System: Maintain files, applications, document and update agency management per agency standards. Assist in the maintenance of company intranet and agency management system.
• Projects: Assume other job responsibilities as assigned by Supervisor, Department Manager or Producer.

QUALIFICATIONS, EDUCATION, AND LICENSING

• MUST have previous experience having worked in Personal Lines of Business.
• Should have thorough understanding of Personal Lines underwriting and coverages.
• Minimum two years’ experience in similar position is desirable or in Customer Service type of role in Personal Lines.
• Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions or very close to obtaining license upon acceptance of job offer.
• College degree preferred, but not mandatory
• Professional Designation is strongly preferred.
• Proficient in Microsoft Office Products including Microsoft Word, Excel, and Outlook.

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear.

The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary.

Position Type/Expected Hours of Work

This is a full-time position: Monday through Friday, 8:30 a.m. to 5 p.m.

Travel

Limited local travel may be required for this position.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.  If you have a need that requires accommodation, please let us know by contacting [email protected]

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