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Marsh McLennan Agency · 2 weeks ago

Select Business Unit Account Manager

Clearwater, FL

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Marsh McLennan Agency (MMA) is a leading provider of business insurance and employee benefits solutions. As a Select Business Unit Account Manager, you will be responsible for client retention and service, providing professional insurance advice and managing client accounts.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

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 WordClient communication skillsAnalytical 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 Agency

Glassdoor4.4

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.

Founded in 2003

White Plains, New York, USA

10001+ employees