The Account Manager will provide advanced technical support to Account Executive, working in conjunction with other team members to perform duties for existing clients. In addition, the Account Manager may occasionally perform in the capacity of a Account Executive for specifically assigned accounts preparing for and providing renewal and new business presentations.
Essential Duties & Responsibilities
Process paperwork for new and renewal business to include:
Applications and other documents required for a submission
Binders
Certificates of Insurance
Policies
Invoices
Finance Agreements
Endorsements
Audits
Perform account reconciliation.
Proactively prepare renewal specifications and rough draft proposals.
Assist with and/or manage the marketing of renewal business as directed by Account Executive.
Prepare experience modification projections using Intellicomp or other available software.
Review accuracy of experience modification calculations published by state rating agencies/bureaus.
Timely review policy checking notes from policy checkers and make corrections to the policy as necessary.
Review issues with Account Executive as necessary.
As needed, check policies on your own as needed if time allows or a rush situation.
Manage the timely delivery of the policies to the client either via email, in person or via online portal.
Assist Account Executives in completion of Stewardship Reports.
Review loss run and claim status reports.
Prepare Loss Summaries and Large Loss Reports.
Periodic visits to clients with Account Executive, including active participation in new business and renewal preparation and presentation.
Assist with collections of Accounts Receivables.
Participate in E&O Audits.
Establish and consistently maintain effective and positive working relationships with Associates and clients.
Education and/or Experience
Bachelor's degree plus 2-3 years of daily Middle Market client service is required; or, a minimum of 3 years industry experience showing increasing responsibility directly related to the performance of the above duties including 2-3 years of daily client service.
Maintain a valid unrestricted California Fire & Casualty license.
Advanced insurance designations applicable to the above duties strongly preferred as well as a willingness to pursue continuing education and professional development.
Significantly exceed expectations in existing position if currently employed at Marsh & McLennan Agency.
Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of commercial insurance.
Proficiency with MS Office Software (Word, Excel, Outlook).
Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
Work Environment & Physical Demands
Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
Work is performed in a typical interior/office work environment.
Occasional travel to client sites may be required. Travel may consist of an overnight stay.
Individual shall not pose a direct threat to the health or safety of other individuals in the workplace.
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, and education. 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 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, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.
