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Marsh McLennan Agency · 1 day ago

Commercial Lines - Account Manager I

Irvine, CA

Full-time

Hybrid

Entry Level

$48K/yr - $89K/yr

1+ years exp

Marsh McLennan Agency is an award-winning organization that values an inclusive workplace culture. They are seeking an Account Manager I to build and maintain client relationships, execute comprehensive client service plans, and lead service activities related to administration and claims management.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Hiring Manager

Claudia Jenkins

Responsibilities

Build and maintain key client and carrier relationships by phone, email, and in person

Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals

Lead the client service team in service activities related to administration, billing, claims issues, and problem solving

Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner

Continually seek cross-sell opportunities and suggest new lines of coverage

Monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options

Lead the marketing of accounts of smaller, less complex accounts

Independently prepare marketing information for smaller and/or less complex accounts for Producer or client. Provide required information to Producer and participate in presenting options to the client

Manage the implementation process; prepare and deliver all applicable forms to client

Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients

Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in client management system(s). Also, understand how to use the system to acquire information to assist clients

Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur

Mentor team members

Other duties and responsibilities as requested by management

Qualification

Insurance industry experienceInsurance license(s)Client relation skillsLeadership skillsMicrosoft Office Suite

Required

Bachelor's degree or equivalent education and related training

1-2 years of relevant insurance industry experience

Appropriate insurance license(s)

Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems

Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale

Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite

Ability to travel, occasionally overnight

Preferred

Advanced degree

Certification in field of endeavor

Experience with Requests for Proposal

Benefits

Generous time off, including personal and volunteering

Tuition reimbursement and professional development opportunities

Hybrid Work

Charitable contribution match programs

Stock purchase opportunities

Health and welfare benefits

Tuition assistance

401K savings and other retirement programs

Employee assistance 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

White Plains, New York, USA

10001+ employees