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Commercial Account Manager en Marsh McLennan Agency, Midland - Smith.
Responsable de la documentación, servicio al cliente y soporte técnico de programas de seguros.
Company: Marsh McLennan Agency
JOB TITLE: Commercial Account Manager
JOB TYPE: FLSA Non-Exempt
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Generate surveys and request renewal applications
- Prepare Loss Summaries
- Prepare Proposals for renewal terms
- Initiate Premium Finance Requests
- Issue Certificates of Insurance and Auto ID cards
- Prepare Schedules of Insurance for delivery to client
- Prepare policies for delivery to client
- Process Policy Audits and Monthly Reports
- Identify and resolve Accounting discrepancies
- Create requests for changes to client’s coverages
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 as part of the Agency Standard Service Plan
- Attend meetings with Risk Management Team as appropriate.
- Manage client’s use of Certificate program, conducting training of client as needed.
- 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 teams
- Demonstrate cooperation and effective communication with clients, vendors and co-workers.
- Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
- Other duties as requested by members of Service Team
- Provides 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:
- Complete Kaplan Pictorials
- Obtain insurance designations of CISR or equivalent
- Verify accuracy of endorsements and invoice as necessary
- Comprehend Insurance Contract requirements for Certificates
- Communicate with insurance carriers as needed
- Communicate with clients as needed
- Become proficient using premium analysis software.
- Demonstrated success in servicing multiple client renewals under mentorship of CAM or Trainer
REQUIREMENTS:
Education: College Degree, preferred
Ability 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
Willing to work overtime due to cyclical nature of business.
Company Commitment
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.