Marsh McLennan Agency · 3 months ago
Personal Lines Associate Account Manager
West Chester, PA
Full-time
Hybrid
Entry, Mid Level
2+ years expMarsh McLennan Agency is seeking a Personal Lines Associate Account Manager to manage and retain personal lines accounts. The role involves providing high-quality customer service, managing a book of business, and supporting account management activities.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Provide Account Management services to Personal Lines accounts as assigned. The Associate Account Manager independently manages a book of business that is between 800k and 1.2M in Premium Volume. While managing their book of business this role will also support the team approach of Account Managers as needed
Remarketing and New Business: Responsible for gathering the information and risk management recommendations for designated accounts. Market new business and existing accounts; determine premiums in comparative rater and company website. Prepare and present proposals to clients/prospects. May be asked to provide information and assist Account Manager and or Producer with the sale of the account. Check in and bill rewritten and new business policies
Renewals: Perform renewal reviews, check-in renewals, confirm coverages, correct errors if necessary, notify producer or account manager if coverages do not meet agency standards, account rounding opportunities or excessive premium increase. If necessary, bill renewal on system. Document system per agency standards
Processing/Endorsements/Billing: Process and handle all endorsements, billing, new business and processing requests. Document system per agency standards. May request assistance from customer service representative
Customer Service: Receive calls from clients, insurance company representatives and related industries. Handle and process all requests in conjunction with customer service representative and claims specialist. Answer questions promptly and efficiently, maintain a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims. Assist claims department in providing coverage information
Insurance Carriers: Maintain a good working relationship with insurance companies and representatives that we work with. Maintain underwriting and marketing information by carrier. Continuously improve product and coverage knowledge
Agency Management/File System: Maintain files, applications, document and update agency management per agency standards. Assist in the maintenance of company intranet and agency management system
Projects: Assume other job responsibilities as assigned by Supervisor, Department Manager or Producer
Qualification
Required
MUST have previous experience having worked in Personal Lines of Business
Should have thorough understanding of Personal Lines underwriting and coverages
Minimum two years' experience in similar position is desirable or in Customer Service type of role in Personal Lines
Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions or very close to obtaining license upon acceptance of job offer
Proficient in Microsoft Office Products including Microsoft Word, Excel, and Outlook
Preferred
College degree preferred, but not mandatory
Professional Designation is strongly preferred
Company
Marsh McLennan Agency
Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Ben Newman
Chief Financial Officer
Michael Harris
COO
Recent News
2025-12-09
2025-12-01
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