Business Insurance Senior Account Manager

About the role

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.
Cook up a storm with internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.
Seek cross-sell opportunities and suggest new lines of coverage.
Maintain a watchful eye on the renewal process for assigned clients.
Cook up a presentation to meet with the 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.
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.

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.
• Cook up a storm with internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.
• Seek cross-sell opportunities and suggest new lines of coverage.
• Maintain a watchful eye on the renewal process for assigned clients.
• Cook up a presentation to meet with the 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.
• 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.

Requirements

• Bachelor’s degree or equivalent education and related training
• Five 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
• To travel, occasionally overnight

Qualifications

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

Skills

• Client relations
• Communication
• Service orientation
• Cooperative nature
• Tactfulness
• Leadership
• Computer applications
• Travel

Benefits

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

Pay

Details TBD

Schedule

Details TBD

Company Information

We are an equal opportunity employer. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.