Strategic Account Manager

JOB TITLE: Strategic Commercial Account Manager, Regional New Business Focus

JOB TYPE: FLSA Non-Exempt

REPORTS TO: Executive Team Lead, Regional BI

ESSENTIAL DUTIES & RESPONSIBILITIES

Documentation

Process documents necessary to maintain the Strategic Account Executive team workflows, utilizing agency management system. Processes including but not limited to:

Generation of surveys and request renewal applicationsSubmit BORs to carriers and tracking of responsesCreate and complete COPE spreadsheets, as needed.Request loss runs and prepare Loss SummariesPrepare ProposalsCompare quotes against submissionsSending documents for signature via DocuSignIdentify insurance requirement wording within client contractsReview and summarizing of coverage contained in client legacy insurance policiesSupporting Senior Account Executives and Strategic Sales MembersCommunication of binders and carrier correspondence to/from account management teamCoordination of printed presentation materialsDocumentation of marketing correspondence

Teamwork

Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to:

Perform tasks assigned by SAE team membersAttend meetings with Risk Management Team as appropriate.Treat clients, prospects, and company employees with courtesy and respect. Contribute to a team approach toward meeting goals and providing excellent client service.Coordinate and monitor usage and quality of outsourcing teamsDemonstrate cooperation and effective communication with clients, vendors and co-workers.Ability to support the SAE team effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulnessOther duties as requested by members of SAE teamProvides guidance / quality check for other’s work

Technical Expertise

Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:

Obtain insurance designations of CIC or equivalentCommunicate with insurance carriers as neededCommunicate with clients as neededDemonstrated success in servicing multiple client new and renewal business under mentorship of team members

REQUIREMENTS

Education: College Degree, preferredP&C License preferred3 to 5 years of experience in commercial accounts preferredAbility to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.Operational knowledge of various Windows-based application programs such as Excel and Word

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers .