Marsh McLennan

Small Business Account Manager, Business Insurance

Marsh McLennan

full-time

Posted on:

Location Type: Hybrid

Location: Worcester • Massachusetts • United States

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Salary

💰 $64,700 - $120,400 per year

About the role

  • Responsible for the servicing of assigned accounts independently, utilizing discretion and independent judgment to craft solutions to be shared with customer.
  • Possess knowledge of carrier manuals, appetite, services and coverage forms/products available from each of our carrier partners
  • Advise customers/prospects on the insurance policies/products/services available for protecting their business assets
  • Responsible for front-end underwriting of customers to align the proper carrier and best solutions for the customer’s insurance needs
  • Provide quotations, coverage summaries/comparisons, proposals and recommendations
  • Market new business and renewal submissions to carriers utilizing our standard submission forms
  • Responsible for customer communications, conflict resolution, and compliance on customer deliverables.
  • Ensure customer or carrier conflicts are handled in an effective manner by identifying and implementing solutions as issues arise, keeping the team, Director/SVP informed of issues.
  • Responsible for the proper documentation in the agency management system of all customer communications and the confidentiality of all customer documentation
  • Guide processing of mail, renewals, new business, billing, cancellations, non-renewals,reinstatements, and other administrative functions carried out by associates and analysts
  • Follow all systems, procedures and regulations set forth by agency, insurance carriers, and state departments of insurance
  • Make customers aware of the services available in other departments within the agency
  • Work to attain individual, department and agency business goals
  • Continue to update job knowledge by participating in educational opportunities

Requirements

  • 3-5 years of insurance service experience
  • Undergraduate degree or combination of industry education and experience
  • Property & Casualty License
  • Holds the Associate in General Insurance designation
  • Strong working knowledge of business insurance coverages
  • Extremely detail oriented
  • High level of initiative and able to work well in a team environment
  • Motivated, goal-oriented, persistent and skilled negotiator
  • Strong technical capacity with knowledge of Microsoft Office software products
  • Handles stressful situations and deadline pressures well
  • Strong communication, organization and time management skills
  • Results driven with a positive, professional attitude and exceptional customer service focus
  • Plans and executes responsibilities independently and with discretion
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
front-end underwritingbusiness insurance coveragescustomer communicationsconflict resolutiondocumentationadministrative functionsquotationscoverage summariesproposalsnegotiation
Soft Skills
detail orientedinitiativeteamworkmotivatedgoal-orientedpersistencestress managementcommunicationorganizationtime management
Certifications
Property & Casualty LicenseAssociate in General Insurance