Account Associate – Commercial Insurance
Insurance Office of America
Business Insurance Client Executive
Marsh McLennan
full-time
Posted on:
Location Type: Hybrid
Location: Clearwater • Florida • 🇺🇸 United States
Visit company websiteJob Level
SeniorLead
About the role
- Assist producers in new production activities to meet or exceed production goals as established.
- Oversee or facilitate Renewal process for existing business to meet or exceed goals as established.
- Design Detailed analyses, including but not limited to: Exposure Analysis Claims review Loss Trends Market Changes Certificate Audits
- Design presentations for prospect/client meetings.
- Independently conduct meetings with client/carriers, as needed.
- Accompany producers on Prospect meetings.
- Meet with producers and account teams to discuss issues and resolve problems.
- Maintain proper level of communication and build effective relationships with producers, account teams and carrier partners.
- Gather client information for renewals and new business to begin the remarketing/marketing process.
- Develop and expand coverage lines to existing accounts.
- Provide insurance advice pertaining to technical aspects and service support of new and renewal business including maintaining client retention of existing accounts.
- Maintain a current level of knowledge on forms and coverage changes through bulletins and circulars.
- Participate in seminars and classes for skill and knowledge development.
- Keep abreast of industry trends and insurance marketplace changes to help maintain competitive status for the agency within the industry.
- Key Liaison with clients to assess needs and provide solutions.
- Develop, Maintain and execute proactive service plan for each client.
- Review Prospects policies/insurance program and provide feedback.
- Provide Quality Consultation services and serve as a resource to producers, Account Managers and Clients.
Requirements
- Currently Florida 2-20 License
- Previous Managerial or Team-Lead experience a plus
- Excellent presentation, written, communication and customer service skills
- Excellent leadership skills
- Travel required
- College degree desirable; or equivalent combination of education and 10 years related experience.
- Strong technical insurance knowledge and background
- Strong communication and negotiation skills under stressful situations
- Working knowledge of Sagitta Agency Management/ImageRight Document Management System, or willingness to learn
Benefits
- Generous time off, including personal and volunteering
- Health Insurance
- 401k
- Professional development opportunities
- Hybrid work
- Six week paid parental leave for the birth or adoption of a child
- 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
insurance knowledgeclaims reviewexposure analysisloss trends analysiscertificate auditsrenewal process managementclient retention strategiesservice plan developmentnegotiation skillspresentation design
Soft skills
communication skillscustomer service skillsleadership skillsteam leadershiprelationship buildingproblem-solvingorganizational skillsstress managementindependent meeting facilitationproactive service
Certifications
Florida 2-20 License
