Personal Insurance Account Manager
Marsh McLennan
full-time
Posted on:
Location Type: Hybrid
Location: South Bend • Florida • United States
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Salary
💰 $57,700 - $92,200 per year
About the role
- Receive phone calls and office visitors regarding changes to existing and or new policies
- Determine acceptability and placement, make recommendations, complete applications or endorsements requests and collect premium where applicable
- Inform, educate and make recommendations to clients about policy coverage, changes, exclusions and insurance coverage needs
- Handle all client, producer, and insurer service requests
- Maintain and develop advanced knowledge of underwriting and rating procedures for all types of policies
- Maintain and further cultivate agency relationships with underwriters
- Review existing accounts to determine if an additional line of insurance or coverages of insurance should be recommended
- Mentor team members with emphasis on culture and morale
- High level agency management system tasks, accounting and claim management tasks
- Execute processes outlined in procedure manual
- Perform other duties as requested including exercising discretion and judgment prioritizing workload.
Requirements
- Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding
- Must have strong personal lines technical knowledge - minimum 7 years’ experience
- Preferred Experience working with agency management systems
- Proficient skill level in Microsoft Office Suite
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
underwriting proceduresrating procedurespersonal lines technical knowledgeaccount managementclaims management
Soft Skills
client communicationrecommendation skillsmentoringdiscretionjudgment
Certifications
Property and Casualty License