Senior Account Manager – Commercial Lines Insurance
| Company | Marsh & McLennan |
|---|---|
| Location | Sherman Oaks, Los Angeles, CA, USA |
| Salary | $40200 – $90500 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Know the underwriting and rating procedure for all types of personal lines policies.
- Experience in all areas of Commercial Lines insurance.
- Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients, while adhering to all MIB electronic and EPIC procedures.
- Handle cancellations timely by checking carrier websites or NOC’s received via scan, fax or email, legally saving all accounts possible with adherence to E&O guidelines.
- Prepare and check policies based on SOP’s checklist to include preparing letters, invoicing, summaries of insurance, certificates, ID cards, evidence of insurance, binders, etc. Policies must be checked for accuracy and all applicable endorsements.
Responsibilities
- Provide the highest quality service to customers and cross sell within the existing book of business.
- Daily servicing of customers will include addressing various coverage issues, contract analysis, exposure analysis, issuing auto ID cards, handling all the inside service work associated with the client’s accounts, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies.
- Coordinate with and defer to the Account Executive/Sr. Account Executive/or Producer on strategic account issues and potential problems.
- Prepare proposals and applications, submit them to insured’s and carriers, obtain client’s signature and follow up to ensure timely responses, all in conjunction with AE or Producer.
- Remarket accounts as directed and follow up with AE or Producer.
Preferred Qualifications
- College Degree preferred (high school diploma is required)
- Current California Department of Insurance License
- 2-4 years of experience
- Proficient MS Office Suite (Word, Excel, Outlook)
- Experience utilizing carrier websites to market and rate new and/or renewal business such as Safeco, Allied, Travelers, Chartis, ACE, Chubb, Fireman’s Fund