The Account Manager reports to the Account Executive and as a team ensures consistent implementation of the MMA Service and Operational standards. The Account Manager interacts with clients, insurance markets, outside relationships, accounting, marketing, claims, loss control, and management to provide exceptional service. They maintain client relationships and collaborate closely with MMA producers, working together to proactively service accounts.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Carry out ongoing client service functions in partnership with the Account Executive and Producer, 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
Coordinating the serving of accounts with the Practice Leader and Account Executive
Working as directed with outside vendor services
Other duties assigned
QUALIFICATIONS
5+ years of client service experience in the insurance brokerage business
Must have experience with New York Construction industry clients
Must be well organized with excellent math, written and oral communication skills. Must possess strong technical skills.
High School Diploma. A college degree in Business Administration, Risk Management, Finance or Insurance Management highly preferred.
Must possess Property/Casualty Agent's/Broker's license
Must be proficient with Microsoft Office (Word, Excel, PowerPoint)
We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on social media to meet our colleagues and see what makes us tick:
The applicable base salary range for this role is $56,400 to $120,500. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other wellbeing programs as well as employee assistance programs.
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
