REPORTS TO: Director of Client Services - Business Insurance/Property & Casualty
ESSENTIAL DUTIES & RESPONSIBILITIES:
Documentation
Process documents necessary to maintain the Client Insurance Program, utilizing agency management system. These duties include but are not limited to
Generate surveys and request renewal applications
Prepare Loss Summaries
Prepare Proposals for renewal terms
Initiate Premium Finance Requests
Issue Certificates of Insurance and Auto ID cards
Prepare Schedules of Insurance for delivery to client
Prepare policies for delivery to client
Process Policy Audits and Monthly Reports
Identify and resolve Accounting discrepancies
Create requests for changes to client's coverages
Teamwork
Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to:
Perform tasks assigned as part of the Agency Standard Service Plan
Attend meetings with Risk Management Team as appropriate.
Manage client's use of Certificate program, conducting training of client as needed.
Treat clients, prospects, and company employees with courtesy and respect.
Contribute to a team approach toward meeting goals and providing excellent client service.
Coordinate and monitor usage and quality of outsourcing teams
Seen as a mentor and subject matter expert (a recognized "go-to" person)
Liaison for other Account Managers on coverages and processes
May take the lead on quality check/training of new colleagues
Strong cooperation and effective communication with clients, vendors and co-workers.
Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
Other duties as requested by members of Service Team
Act as lead when the Account Executive is absent
Technical Expertise
Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:
Power user or go-to expert on several systems or technical skill sets
Complete Kaplan Pictorials
Have insurance designations of CISR or equivalent
Verify accuracy of endorsements and invoice as necessary
Strong comprehension of Insurance Contract requirements for Certificates
Communicate with insurance carriers as needed
Communicate with clients as needed
Responsible for entire management of one to two accounts.
Utilize carrier online rating programs as necessary.
Participate in Position Rotation
Subject matter expert, demonstrating superior skills and proficiencies with internal procedures and systems (Sagitta, ImageRight, eMMA, etc.)
Demonstrate success in servicing multiple client renewals
Proven expert proficiency validated by Trainer and Manager
REQUIREMENTS:
Education: College Degree, preferred
Have or obtain P&C License within 14 days of hire
(Internal) completed Kaplan Pictorials, ACSR or CISR Designation and CIC Designation
60+ months as an Account Manager preferred
Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.
Operational knowledge of various Windows-based application programs such as Excel and Word
Willing to work overtime due to cyclical nature of business.
Masters all analyst duties and demonstrated proficiency and how to research and access Best Practices.
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, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.
