Account Manager W/ Sales Responsibilities

Mercer LLC Sacramento , CA 94204

Posted 3 months ago



We are currently seeking an Account Manager.

Key responsibilities

  • Independently manages assigned book of business from renewal solicitation through policy delivery, including any required endorsement activity.

  • Works with client to obtain necessary information for preparation and submission of insurance specifications to carriers.

  • Negotiates quotes with carriers.

  • Prepares and delivers quotations to clients and prospects.

  • Reviews and delivers policies and endorsements

  • Assesses risk expertise and knowledge of industry and carriers to help develop placement solutions that meet client needs.

  • Implements the placement strategy to achieve growth goals and provide exceptional client service.

  • Documents all activities in the system to ensure timely follow up by client, carriers and client team.

  • Assists in the management of submitting coverage specifications and obtains quotes from carriers.

  • Improves relationships with carriers, underwriters and client team to provide cohesive client service.

  • Forecasts and confers a basic understanding of changing insurance and risk management market conditions and informs client executives, client advisors, and/or clients of major developments affecting various types of products/coverage.


  • College degree or commensurate experience.

  • California P&C broker license.

  • 3+ years P&C experience, underwriting experience a plus

  • 1+ years sales experience

  • Ability to work independently with minimal supervision

  • Excellent written and communication skills

  • Ability to create and maintain client relationships

  • Solution based problem solver

  • Some travel may be necessary.

Victor O. Schinnerer & Company (, a subsidiary of Marsh, is the world's oldest and largest underwriting manager of professional liability, specialty insurance, and risk management programs. Our expertise lies in evaluating risks, implementing program marketing, developing and executing risk management activities, and servicing accounts on behalf of our insurance company partners. We then distribute these products through our distribution network of licensed brokers.

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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Account Manager W/ Sales Responsibilities

Mercer LLC