Commercial Lines Select Business Unit Account Manager (Mma; Bouchard Region)

Marsh & Mclennan Companies, Inc. Tampa , FL 33602

Posted 3 weeks ago


Marsh & McLennan Agency


In early 2019, Bouchard Insurance joined Marsh & McLennan Agency (MMA), a subsidiary of Marsh LLC, the world's leading insurance broker and risk management advisor. Now known as Bouchard Insurance, A Marsh & McLennan Agency LLC, the partnership enabled us to retain our leadership, service model and culture while adding the support and resources of MMA.

We are consistently recognized as a best place to work and a leader in the development of the next generation of insurance professionals. We are proud to be a learning organization which empowers employees to teach and be taught. As a result, we have the best insurance professionals in the business.

We are looking for a Select Business Unit Account Manager who will be responsible for client retention and service by providing professional insurance advice and consultation services.


  • Responsible for reviewing individual client insurance program(s) and proposing additional coverages & limits for client consideration.

  • Accountable for managing a book of business with clients that average up to $10,000.00 in revenue.

  • Perform various service functions on assigned accounts that include but are not limited to:

  • Prepare new & renewal policies. Prepare applications & submissions; loss run reports. Responsible for managing client renewal process within defined guidelines. Responsible for ensuring certificate templates are accurate & up to date. Issue binders, endorsements, auto ID cards & schedules of insurance. Maintain client records in Sagitta & ImageRight systems.

  • Thorough knowledge of commercial policy contracts/coverages and processes for multiple insurance carriers.

  • Develop a comprehensive network within & outside of the company to assist with decision making.

  • Be available to mentor less experienced agency employees.


  • Current Florida 2-20 License

  • College degree desirable; or three years related experience and/or training; or equivalent combination of education and experience.

  • Possess skills necessary to communicate with clients, carriers and prospects concerning commercial lines of coverage.

  • Intermediate knowledge of Microsoft Outlook, Excel and Word.

  • Ability to maintain and organize electronic files on the company document management system.

  • Ability to exercise independent judgment & sound problem solving skills.

  • Strong analytical skills and ability to manage multiple tasks.


  • Personal growth

  • Amazing clients and coworkers

  • Comprehensive benefits

  • Focus on community service

  • Success is defined in our 4 Core Values: B Engaged, B Focused, B Involved, B Happy

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. Learn more about us on Instagram, Facebook, LinkedIn, Twitter and at

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

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Commercial Lines Select Business Unit Account Manager (Mma; Bouchard Region)

Marsh & Mclennan Companies, Inc.