Marsh McLennan

Senior Account Manager

Marsh McLennan

full-time

Posted on:

Location Type: Hybrid

Location: Tampa • Florida • United States

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Job Level

Senior

About the role

  • Manage an assigned book of business with the goal of retention through exceptional customer service.
  • Receive client phone calls and emails with requests to change existing or new coverages and/or policies.
  • Work in unison with the producers and marketing team to determine acceptability and placement of new and renewal business.
  • Complete applications, endorsement requests and all aspects of billing when applicable.
  • Support producers by preparing summaries of insurance, schedules and proposals as requested.
  • Maintain follow up on active and overdue suspense and outstanding orders and correspondence in keeping with the established best practices.
  • Maintain customer accounts in our agency automation system by documenting conversations in the activity log, sending confirmations to insured’s and filing all correspondence.

Requirements

  • Current Florida 2-20 or 20-44 license.
  • Thorough understanding of High Value Personal Lines insurance underwriting, carriers, coverages, rating procedures and industry operations to effectively manage, maintain, and write assigned clients and prospects.
  • Ability to communicate professionally and effectively with clients, carriers and prospects to explain complex issues, receive and interpret information and respond appropriately.
  • College degree desirable; or equivalent combination of education and experience.
  • Working knowledge of EPIC/ Sagitta Agency Management System(s) and ImageRight.
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
High Value Personal Lines insurance underwritinginsurance rating proceduresbilling processesapplication completionendorsement requests
Soft skills
customer servicecommunicationprofessionalismproblem-solvingcollaboration
Certifications
Florida 2-20 licenseFlorida 20-44 license