Hybrid Personal Insurance Account Manager

Posted 2 weeks ago

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About the role

  • Account Manager addressing client insurance policies and service requests for Marsh McLennan Agency. Requires strong technical knowledge and engagement with clients and underwriters in a hybrid setting.

Responsibilities

  • Receive phone calls and office visitors regarding changes to existing and or new policies
  • Determine acceptability and placement, make recommendations, complete applications or endorsements requests and collect premium where applicable
  • Inform, educate and make recommendations to clients about policy coverage, changes, exclusions and insurance coverage needs
  • Handle all client, producer, and insurer service requests
  • Maintain and develop advanced knowledge of underwriting and rating procedures for all types of policies
  • Maintain and further cultivate agency relationships with underwriters
  • Review existing accounts to determine if an additional line of insurance or coverages of insurance should be recommended
  • Mentor team members with emphasis on culture and morale
  • High level agency management system tasks, accounting and claim management tasks
  • Execute processes outlined in procedure manual
  • Perform other duties as requested including exercising discretion and judgment prioritizing workload.

Requirements

  • Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding
  • Must have strong personal lines technical knowledge - minimum 7 years’ experience
  • Preferred Experience working with agency management systems
  • Proficient skill level in Microsoft Office Suite

Benefits

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work
  • Charitable contribution match programs
  • Stock purchase opportunities

Job title

Personal Insurance Account Manager

Job type

Experience level

SeniorLead

Salary

$57,700 - $92,200 per year

Degree requirement

Professional Certificate

Location requirements

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