Select Business Unit Account Manager at MMC

Posted in Other 1 day ago.

Location: Clearwater, Florida





Job Description:

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 Commercial Lines Select Business Unit Account Manager who will be responsible for client retention and service by providing professional insurance advice and consultation services.



A DAY IN THE LIFE OF A SELECT BUSINESS UNIT ACCOUNT MANAGER:



  • 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 $15,000.00 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 business insurance 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.




THE IDEAL CANDIDATE WILL HAVE:



  • Current Florida 2-20 License

  • Two years commercial insurance related experience and/or training.

  • 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.

  • Effective analytical skills and ability to manage multiple tasks.




WHY YOU'LL LOVE BOUCHARD:



  • 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 https://careers.mmc.com/global/en/search-results?keywords=bouchard.


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