Junior Account Handler supporting day - to - day operations for property and real estate clients at Everywhen. Collaborating with account executives and maintaining client relationships in a hybrid work environment.
About the role
- Business Insurance Marketing Lead at Marsh McLennan Agency coordinating marketing for new and renewal business while supporting sales efforts. Building relationships with clients and managing marketing strategies for coverage.
Responsibilities
- Serve as consultative point of contact for the client in relation to coverages and marketing matters; identify and understand client needs and provide recommendations with supporting rationale with limited or no oversight from the Producer.
- Assist the producer in sales efforts, including responding to Requests for Proposals, participating in prospect meetings, and selling additional lines and endorsements that enhance coverage and meet the needs of the client.
- Build and maintain key client and carrier relationships by phone, email, and in person.
- Grow a working knowledge of the current marketplace and capabilities of providing alternatives for the transfer of risk.
- Coordinate and work closely with local and national leadership to drive LOB strategy and initiatives as well as promote and drive utilization of best practices.
- Demonstrate strong skills at negotiating pricing, where applicable, and policy conditions and terms with the selected carriers, and decide the best carrier(s) for the client within marketing guidelines.
- Assist the Producer and account team members in collecting client information.
- Provide analyses and recommendations of coverage needs to the Producer and client, assist the Producer in developing initial marketing and renewal strategies, and lead the execution of marketing and renewal strategies, working with account team members and direct communications with carrier underwriters and other carrier representatives.
- Lead the renewal process and prepare company applications and submissions to appropriate markets.
- Prepare any proposals, finance agreements and other presentations, as requested.
- Assist the Producer in and/or lead in presenting coverage and renewal recommendations to the client.
- Ability to direct and lead renewal strategy, mid-year reviews, and annual stewardship meetings as requested.
- Visit prospects and/or clients with Producer and/or other teammates as required.
- Understand and utilize the client management system(s) and other relevant technology platforms.
- Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes.
- Be a resource to teammates and very knowledgeable about insurance carrier products and programs.
- Mentor and train other account team members as appropriate, and demonstrate strong interpersonal and professional relationship building skills.
- Back up and support account teams, as required, on interim marketing or technical support assistance.
Requirements
- Five years of relevant insurance industry experience.
- Appropriate insurance license(s).
- Considerable knowledge of markets, policies and coverage issues for all states and industries serviced.
- Organizational skills to plan and prioritize workload, and to oversee application of work flows and procedures.
- Leadership skills, service, and team orientation to provide direction, praise, constructive feedback, and development to employees in a way that maximizes productivity and team morale.
- Strong communication and interpersonal skills to build and maintain positive business relationships with clients, market contacts, and internal teammates.
- Strong persuasion skills and tact to obtain information, negotiate with markets, obtain commitment or payments due from others, and motivate staff.
- Discretion and problem solving skills to analyze client information, proposal competitiveness, etc., and to resolve client, market, and employee relations problems.
- Demonstrated proficiency in basic computer applications such as Microsoft Office Suite.
- Ability to travel overnight.
Benefits
- Generous time off, including personal and volunteering
- Health Insurance
- 401k
- Professional development opportunities
- Hybrid work
- Six week paid parental leave for the birth or adoption of a child
- Charitable contribution match programs
- Stock purchase opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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