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Marsh McLennan · 1 day ago

Sr. Commercial Account Manager

San Antonio - Broadway

Full-time

Hybrid

Senior Level

5+ years exp

Marsh McLennan Agency is a leading insurance and risk management firm, and they are seeking a Senior Commercial Account Manager. The role involves managing client insurance programs, ensuring superior service, and demonstrating technical expertise in insurance processes and documentation.

Financial ServicesProfessional ServicesService Industry

Responsibilities

Process documents necessary to maintain the Client Insurance Program, utilizing agency management system. These duties include but are not limited to

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

Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to:

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

Seen as a mentor and subject matter expert (a recognized “go-to” person)

Liaison for other Account Managers on coverages and processes

May take the lead on quality check/training of new colleagues

Strong 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

Act as lead when the Account Executive is absent

Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:

Power user or go-to expert on several systems or technical skill sets

Complete Kaplan Pictorials

Have insurance designations of CISR or equivalent

Verify accuracy of endorsements and invoice as necessary

Strong comprehension of Insurance Contract requirements for Certificates

Communicate with insurance carriers as needed

Communicate with clients as needed

Responsible for entire management of one to two accounts

Utilize carrier online rating programs as necessary

Participate in Position Rotation

Subject matter expert, demonstrating superior skills and proficiencies with internal procedures and systems (Sagitta, ImageRight, eMMA, etc.)

Demonstrate success in servicing multiple client renewals

Proven expert proficiency validated by Trainer and Manager

Qualification

Insurance designations CISRInsurance designations ACSRInsurance designations CICAgency management system expertiseClient account managementWindows-based applications ExcelWindows-based applications WordProblem solvingMulti-taskingTeamworkEffective communication

Required

Education: College Degree, preferred

Have or obtain P&C License within 14 days of hire

(Internal) completed Kaplan Pictorials, ACSR or CISR Designation and CIC Designation

60+ months as an Account Manager preferred

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

Masters all analyst duties and demonstrated proficiency and how to research and access Best Practices

Benefits

Health and welfare

Tuition assistance

401K

Employee assistance program

Career mobility

Employee network groups

Volunteer opportunities

Other programs

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