Job Description
Marsh McLennan is a leading global professional services firm, and they are seeking an Account Manager I for their Commercial Insurance division. The role involves supporting Account Managers in placing, maintaining, and servicing accounts while developing skills for future advancement. Responsibilities Generate schedules and new and renewal proposals as outlined in the Proposal Guidelines Develop renewal questionnaires based on most current information. Update spreadsheets and Excel schedules as needed Enter/update information in agency and document management system, including by not limited to policy coverages, exclusions, special endorsements, and restrictions/limitations as required by the agency’s standards Process simple endorsements and refer complicated endorsement requests to the Account Manager Process cancellations Process audits and generate/send out letters to clients for large audit changes and/or for large clients Initiate invoicing activities for all transactions, including pre-billing of automatic renewals Assist Account Managers with allocations Pull loss runs and complete premium loss summaries as needed Enter and generate for modmaster analysis Set up master certificates and provide instructions for issuance of certificates and auto ID cards. Maintain working knowledge of certificate issuance and auto ID card issuance process Perform review of policies and endorsements. Transmit policies and endorsements to clients Assist in handling renewals and servicing for commercial accounts Submit required reports and complete all processing in a timely manner Maintain files, records, and personal work space in an orderly, current manner Routinely review exception reports and aging reports and take necessary action to properly address items Maintain follow-up/suspense files on outstanding tasks and follow-up on overdue items Prepare summaries of insurance and schedules as needed and in accordance with agency procedures Maintain and exhibit a positive, professional attitude in the performance of the job. Treat clients, prospects, and agency employees with courtesy and respect. Be a team player Adhere to and comply with agency procedures Adhere to standards of performance for service Participate in seminars and other training to maintain required licenses and for knowledge and professional development Possess a positive, service-oriented attitude towards agents, clients, insureds, and employees within the company Perform other duties as assigned Adhere to the company’s Attendance Management Policy Skills High school diploma or general education degree (GED) required; college degree highly desired Minimum 1 to 2 years related experience and/or training Producer Licensing required upon hire or must obtain within 6 months Must have ability to learn and apply new concepts in areas such as underwriting multi-line risks, financial analysis, insurance industry, and principals of law and regulation Good negotiation, presentation, and sales skills Good communication skills at all internal and external levels Possess a positive attitude, rationality, and tactfulness Proficient with PC navigation and Microsoft Office based software applications Demonstrate knowledge of and skill in customer service Demonstrate knowledge of and skill in time management, organization, and prioritization Demonstrate knowledge of and skill in problem solving and decision making Demonstrate knowledge of and skill in detail and results oriented CPCU, CIC or other Property/Casualty designations preferred Benefits Health and welfare benefits Tuition assistance 401K savings and other retirement programs Employee assistance programs Company Overview Marsh (NYSE: MRSH) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh Risk, Guy Carpenter, Mercer and Oliver Wyman. It was founded in 1871, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is