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Marsh McLennan Agency · 1 day ago

Commercial Account Manager

Dallas, TX

Full-time

Onsite

Mid Level

Marsh McLennan Agency is a leading insurance brokerage firm, and they are seeking a Commercial Account Manager to maintain and support client insurance programs. The role involves processing documentation, ensuring teamwork, and demonstrating technical expertise to provide superior service to clients.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Generate surveys and request renewal applications

Prepare Loss Summaries

Prepare Proposals for renewal terms

Initiate Premium Finance Requests

Issue Certificates of Insurance and Auto ID cards

Prepare Schedules of Insurance for delivery to client

Prepare policies for delivery to client

Process Policy Audits and Monthly Reports

Identify and resolve Accounting discrepancies

Create requests for changes to client’s coverages

Perform tasks assigned as part of the Agency Standard Service Plan

Attend meetings with Risk Management Team as appropriate

Manage client’s use of Certificate program, conducting training of client as needed

Treat clients, prospects, and company employees with courtesy and respect

Contribute to a team approach toward meeting goals and providing excellent client service

Coordinate and monitor usage and quality of outsourcing teams

Demonstrate cooperation and effective communication with clients, vendors and co-workers

Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness

Other duties as requested by members of Service Team

Provides guidance / quality check for other’s work

Complete Kaplan Pictorials

Obtain insurance designations of CISR or equivalent

Verify accuracy of endorsements and invoice as necessary

Comprehend Insurance Contract requirements for Certificates

Communicate with insurance carriers as needed

Communicate with clients as needed

Become proficient using premium analysis software

Participate in Position Rotation

Demonstrated success in servicing multiple client renewals under mentorship of CAM or Trainer

Qualification

Client Insurance ProgramCISR designationPremium analysis softwareWindows applicationsMulti-taskingTeamworkCommunication skills

Required

Education: College Degree, preferred

Internal team rotation recommended (required if not training in a specific vertical)

Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills

Operational knowledge of various Windows-based application programs such as Excel and Word

Willing to work overtime due to cyclical nature of business

Benefits

Health and welfare

Tuition assistance

401K

Employee assistance program

Career mobility

Employee network groups

Volunteer opportunities

Other programs

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