Commercial Lines Account Manager
Acrisure
Business Insurance Account Manager I
Marsh McLennan
full-time
Posted on:
Location Type: Hybrid
Location: Thomaston • Alabama, Florida, North Carolina, South Carolina, Tennessee • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Build and maintain key client and carrier relationships by phone, email and in person.
- Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request.
- Work with Producer and/or Marketing Account Executive to monitor and support the renewal process for assigned clients.
- Provide analysis and assist in the recommendation of coverage needs to present to client.
- Coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
- Prepare marketing information or provide required information to a marketing person.
- Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.
- Prepare and deliver all applicable forms to client.
- Knowledgeable in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in client management system(s).
- Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/services, as requested.
- Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
Requirements
- Bachelor’s degree or equivalent education and related training
- Two years of relevant insurance industry experience
- Appropriate insurance license(s)
- Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
- Demonstrated proficiency in basic computer applications such as Microsoft Office Suite
- Ability to travel, occasionally overnight
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid Work
- Charitable contribution match programs
- Stock purchase opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client management systemadministrationbillingclaims analysiscoverage recommendationmarketing information preparationpolicy updatingactivity loggingservice issue resolutionproject development
Soft skills
client relationscommunicationservice orientationcooperationtactfulnessproblem solvingteamworkpresentation skillsorganizational skillsadaptability
Certifications
insurance license
