Account Manager – P&C Small Business Unit
Marsh McLennan
full-time
Posted on:
Location Type: Hybrid
Location: Portland • Oregon • United States
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About the role
- Utilize exceptional client servicing skills to manage client relationships within an assigned book of accounts
- Provide professional insurance services by coordinating with Producers, Underwriters, Service Team members and other departments
- Provide coverage analysis and risk management recommendations
- Complete applications, prepare submissions, negotiate coverage and pricing with carriers
- Prepare proposals according to agency standards
- Resolve issues related to billing, make policy changes, and respond to policy coverage related questions
- Prepare exposure comparison, premium comparisons, renewal reviews and renewal proposals
- Participate in continuing education to maintain a P&C license
Requirements
- Active Property & Casualty license
- Experience in managing assigned accounts through the client life cycle, including the renewal process.
- Solid coverage, underwriting and risk management knowledge
- Effective oral and written communication and relationship building skills are essential
- Strong analytical and problem-solving skills
- Ability to conduct presentations and speak to diverse groups
- High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint as well as agency management systems and web browser software
- Exceptional time management and organization skills and demonstrated ability to manage multiple priorities efficiently
- Bachelor’s Degree in Risk Management, Business Administration or other related fields
- Insurance designations
- Experience with Epic
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 & Tools
coverage analysisrisk managementunderwritingpolicy changesbilling resolutionpremium comparisonsrenewal reviewsnegotiationclient life cycle managementinsurance services
Soft Skills
client servicingcommunicationrelationship buildinganalytical skillsproblem-solvingpresentation skillstime managementorganizationability to manage prioritiescollaboration
Certifications
Property & Casualty licenseinsurance designations