You spend more time working than virtually anything else. Isn't your time worth more than just a paycheck? If so, Marsh & McLennan Agency may be the place for you. As an MMA colleague, you'll get personal and professional development, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining our industry leadership. Discover how much more is possible as you grow or advance your career.
The Account Manager is a client facing position. This position reports to the Practice Leader. The Account Manager ensures that the MMA-NE Service and Operational standards are carried out in a consistent, meaningful, accountable and professional manner. This position interacts with clients, insurance markets, outside relationships, accounting, marketing, claims, loss control and management as part of servicing function. The Account Manager must maintain relationships with our clients. This position must interact professionally with MMA-NE producers and other MMA-NE CL staff while servicing accounts in a proactive nature.
Assist with the Management of Accounts interacts with management, claims, marketing and accounting departments as part of servicing function.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Responsible for carrying out the MMA-NE Service and Operational standards with the goal of exceeding our Retention Goals and preventing E&O exposures
Carry out ongoing client service functions, including, but not limited to:
Renewal Checklist Procedures
Binder Checklist Procedures
Carry out Service Calendar tasks
Insurance Binders, Binder Letters
Data entry into Sagitta
Draft client proposals, charts and presentations
Ensure coverage standards and identify coverage deficiencies
Track Stewardship Activities
Billing and Invoicing
Prepare ModMaster Calculations
Maintain Exposure Schedules
Review for accuracy completed applications
Transmission of information to clients and insurance companies
Secure subjectivities and binding documents from Client
Bind with carriers, obtaining binding confirmation and policy details
Troubleshoot on accounting issues
Preparing pre-renewal information
Directly responsible for Certificates of Insurance, Auto ID Cards, Endorsements, and coordination of these tasks with outsourcing resources
Fully utilize MMA-NE resources, MMC and MMA Benchmarking, Risk Mapping and other Data Analytics tools
Coordinating the serving of accounts with the Client Executive and Account Executive
Working as directed with outside vendor services
Other duties assigned
Provide guidance and training for the following personnel, in accordance with Company standards and direction:
Must be well organized with excellent math, written and oral communication skills. Must possess strong technical skills.
High School Diploma or preferably, college degree
5 years of experience in insurance business as a technician preferred
Must possess Property/Casualty Agent's/Broker's license
Must be proficient with Microsoft Office (Word, Excel, PowerPoint)
Marsh & Mclennan Companies, Inc.