Commercial Lines Account Representative jobs in United States
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Marsh McLennan Agency · 1 month ago

Commercial Lines Account Representative

Arthur Hall Insurance, a division of Marsh McLennan Agency, is seeking an experienced Commercial Lines professional to join their team. The role involves providing prompt and courteous service to customers while supporting the maintenance and expansion of commercial accounts.

Employee BenefitsHealth CareInsuranceRetirement
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Growth Opportunities

Responsibilities

Data Entry and Administrative support for Commercial Lines Account Managers & Producers as assigned
Check‐in endorsements and prepare letter for Account Manager/Producer
Check‐in audits and prepare letter for Account Manager/Producer
Check in renewal policies and prepare letter for Account Manager/Producer
Process company downloads and attach to files as required
Prepare Certificates of Insurance, Evidence of Insurance and Auto ID cards
Prepare Summary of Insurance and Renewal Proposals
Prepare cancellation letters when required
Set up and prepare new account files per agency procedures
Prioritize work load and/or request for assistance as required
Documents all conversations with insureds and/or carriers within the agency’s management system
Immediately report all malfunctions of system software to the systems manager
Participate in seminars and classes for skill and knowledge development
Assume other job responsibilities as assigned by Department Manager

Qualification

Insurance LicenseCommercial Insurance KnowledgeMicrosoft Office ProficiencyListening SkillsMeet DeadlinesAttention to DetailWork Independently

Required

Must secure an insurance license within 90 days of employment
Proficient in Microsoft Office Products including Microsoft Word, Excel, and Outlook
Excellent listening skills and attention to detail are important
Ability to thrive in a fast-paced office environment, working both collaboratively and independently, to meet deadlines on multiple projects simultaneously

Preferred

College degree preferred but willing to consider other related experience
Knowledge of Commercial Insurance and products is preferred, but not required

Company

Marsh McLennan Agency

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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.

Funding

Current Stage
Late Stage

Leadership Team

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Ben Newman
Chief Financial Officer
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Michael Harris
COO
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Company data provided by crunchbase