Full-Time
Marsh & McLennan
No salary listed
Senior
Company Does Not Provide H1B Sponsorship
Fort Worth, TX, USA
Category
Customer Success Management
Sales & Account Management
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
Requirements
- Licensed: Texas P&C Agent preferred
- Education: Bachelor’s Degree, preferred
- Minimum of 5 years of midmarket Commercial Account Manager experience preferred
- Completion of CIC and CRM preferred
- Demonstrate ability to multi-task and prioritize work
- Willingness to work to meet client needs beyond scheduled hours.
- Proficient at Word, Excel, and current internet technologies.
- Demonstrate proactive work style - Does not have to be asked or reminded of tasks.
- Ability to learn, analyze and comprehend commercial lines of insurance.
- Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
- Demonstrate track record of interacting with, meeting with and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e-mail and periodic meetings and planning sessions.
Responsibilities
- Manage the Client Insurance Program, utilizing agency management system.
- Act as a point of contact with the Producer.
- Initiate correspondence with the marketplace.
- Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program.
- Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through.
- Begin to demonstrate a consultative ability to instruct and guide the client.
- Manage upcoming deadlines and events, informing and updating the Producer as needed.
- Manage Accounts Receivables.
- Manage Direct Billing with respect to Cancellations.
- Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and/or carriers.
- Create and complete COPE spreadsheets, as needed.
- Prepare Loss Summaries.
- Prepare proposals for renewal terms.
- Issue Acord Insurance Binders for renewal terms.
- Initiate Premium Finance Requests.
- 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.
- Process mail and phone requests on daily basis.
- Prepare Acord applications.
- Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance.
- Adhere to document retention software documentation guidelines.
- Perform Quality check and control on insurance policies in their entirety.
- Provide direction and guidance to other members when appropriate.
- Function as team member of the Client Services team to ensure superior service to all MMA Clients.
- Delegate tasks to Account Managers, as well as outsourcing teams, as appropriate.
- Ensure tasks from both Account Manager and outsourcing team are completed as directed.
- Ensure Account Manager is performing all tasks as outlined in the MMA Assistant Account Manager or Account Manager Job Description.
- Treat clients, prospects, and company 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 teams.
- Support the training and growth of the Account Manager.
Desired Qualifications
- Texas P&C Agent preferred
- Bachelor’s Degree, preferred
- Minimum of 5 years of midmarket Commercial Account Manager experience preferred
- Completion of CIC and CRM preferred
Company Size
N/A
Company Stage
N/A
Total Funding
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Headquarters
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Founded
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