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Account Manager – Private Client Services
| Company | Marsh & McLennan |
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| Location | Plainview, NY, USA |
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| Salary | $63100 – $117500 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- 5+ years of insurance industry experience with at least 2+ years spent working in Personal Lines, ideally in a brokerage environment
- Active Property and Casualty insurance license
- Effective oral and written communication and relationship building skills essential
- Proficiency with Microsoft Office products, including Word, Excel and PowerPoint
- Exceptional time management and organization skills as well as strong attention to detail
Responsibilities
- Act as the primary contact with the Producer and/or Client.
- Place new business and cross sell as needed to maintain client’s insurance program.
- Function as the primary contact with all vendors to ensure proper processing of all requests necessary to effectively maintain the client’s insurance program.
- Manage all components of the renewal process for clients.
- Create Acord applications, including Supplemental, as needed, for submissions to carriers.
- Prepare proposals or summaries for renewal terms when requested.
- Identify and resolve accounting discrepancies
- Create requests for changes to client’s coverages
- Process mail and phone requests on daily basis
Preferred Qualifications
- Bachelor’s Degree in Risk Management, Business Management, Finance or other relevant program
- Experience with SalesForce, ImageRight, Epic or Sagita
