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Marsh McLennan · 1 month ago

Select Business Unit Account Manager

Clearwater - Starcrest

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Marsh McLennan Agency is an award-winning organization that values a diverse and inclusive workplace. As a Select Business Unit Account Manager, you will be responsible for client retention and service by providing professional insurance advice and managing a book of business.

Financial ServicesProfessional ServicesService Industry

Responsibilities

Responsible for reviewing individual client insurance program(s) and proposing additional coverages & limits for client consideration

Accountable for managing a book of business with clients that average up to $15,000.00 in revenue

Perform various service functions on assigned accounts that include but are not limited to:

Prepare new & renewal policies

Prepare applications & submissions; loss run reports

Responsible for managing client renewal process within defined guidelines

Responsible for ensuring certificate templates are accurate & up to date

Issue binders, endorsements, auto ID cards & schedules of insurance

Maintain client records in Sagitta & ImageRight systems

Thorough knowledge of business insurance policy contracts/coverages and processes for multiple insurance carriers

Develop a comprehensive network within & outside of the company to assist with decision making

Be available to mentor less experienced agency employees

Qualification

Florida 2-20 LicenseCommercial insurance experienceMicrosoft OutlookMicrosoft ExcelMicrosoft WordAnalytical skillsCommunication skillsProblem solving skillsOrganizational skills

Required

Current Florida 2-20 License

Two years commercial insurance related experience and/or training

Possess skills necessary to communicate with clients, carriers and prospects concerning commercial lines of coverage

Intermediate knowledge of Microsoft Outlook, Excel and Word

Ability to maintain and organize electronic files on the company document management system

Ability to exercise independent judgment & sound problem solving skills

Effective analytical skills and ability to manage multiple tasks

Benefits

Generous time off, including personal and volunteering

Tuition reimbursement and professional development opportunities

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

Company

Marsh McLennan

Glassdoor4.0

Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.

Founded in 1871

New York, New York, USA

10001+ employees