Commercial Lines Account Manager I

Marsh McLennan Agency is a leading provider of business insurance and employee benefits solutions. The Commercial Lines Account Manager I will build and maintain client relationships, execute service plans, and manage the renewal process for assigned accounts to meet client needs and risk management goals. 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 Skills 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 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 Overview 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. It was founded in 2003, and is headquartered in White Plains, New York, USA, with a workforce of 10001+ employees. Its website is