Business Insurance Account Manager I

About the role

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).

Responsibilities

• Build and maintain key client and carrier relationships by phone, email and in person.
• Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request.
• Work with Producer and/or Marketing Account Executive to monitor and support the renewal process for assigned clients.
• Provide analysis and assist in the recommendation of coverage needs to present to client.
• Cook up meetings 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.
• 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.
• Prepare marketing information or provide required information to a marketing person.
• Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.
• Prepare and deliver all applicable forms to client.
• Knowledgeable 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.
• Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/services, as requested.
• Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
• Other duties and responsibilities as requested by management.

Requirements

• Bachelor’s degree or equivalent education and related training
• Two years of relevant insurance industry experience
• Appropriate insurance license(s)
• Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
• Demonstrated proficiency in basic computer applications such as Microsoft Office Suite
• Ability to travel, occasionally overnight

Qualifications

• Advanced degree
• Certification in field of endeavor
• Experience with Requests for Proposal

Skills

• Knowledgeable in the client management system(s)
• Strong client relations skills
• Excellent communication skills
• Service orientation
• Tactfulness
• Cooperative nature
• Basic computer applications such as Microsoft Office Suite
• Ability to travel, occasionally overnight

Benefits

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