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Personal Lines Account Manager
| Company | Marsh & McLennan |
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| Location | San Diego, CA, USA |
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| Salary | $47800 – $89100 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Senior |
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Requirements
- A valid unrestricted California Property & Casualty license and satisfaction of ongoing continuing education requirements.
- 5-8 years of experience in a professional office setting directly related to job responsibilities, with progressively greater responsibility for making policy management decisions.
- Proficiency in Windows and MS Office applications (Word, Excel, Outlook) and the ability to utilize multiple carrier websites, including quoting modules.
Responsibilities
- Seek account rounding opportunities to meet agreed-upon book goals and department cross-selling goals.
- Develop strong relationships with clients while identifying current and future needs and risks as well as creating a renewal strategy for the upcoming policy year.
- Oversee the preparation of renewal underwriting information and ensure policy contracts and correspondence are accurate and compliant with company procedures.
- Monitor accounts receivables and collaborate with accounting on outstanding amounts due.
Preferred Qualifications
- Strong relationship-building and persuasion skills, with a sense of urgency and a need to win.
- Ability to assess contract compliance and product/service quality.
- Skill in organizing resources and establishing priorities, with the ability to develop and implement short- and long-range goals.
