Strategic Account Manager

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Job description

JOB TITLE:
Strategic Commercial Account Manager, Regional New Business Focus

JOB TYPE:
FLSA Non-Exempt

REPORTS TO:
Executive Team Lead, Regional BI

ESSENTIAL DUTIES & RESPONSIBILITIES:

Documentation

Process documents necessary to maintain the Strategic Account Executive team workflows, utilizing agency management system. Processes including but not limited to:
Generation of surveys and request renewal applications
Submit BORs to carriers and tracking of responses
Create and complete COPE spreadsheets, as needed.
Request loss runs and prepare Loss Summaries
Prepare Proposals
Compare quotes against submissions
Sending documents for signature via DocuSign
Identify insurance requirement wording within client contracts
Review and summarizing of coverage contained in client legacy insurance policies
Supporting Senior Account Executives and Strategic Sales Members
Communication of binders and carrier correspondence to/from account management team
Coordination of printed presentation materials
Documentation of marketing correspondence

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 by SAE team members
Attend meetings with Risk Management Team as appropriate.
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 support the SAE team effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
Other duties as requested by members of SAE team
Provides guidance / quality check for others work

Technical Expertise

Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:
Obtain insurance designations of CIC or equivalent
Communicate with insurance carriers as needed
Communicate with clients as needed
Demonstrated success in servicing multiple client new and renewal business under mentorship of team members

REQUIREMENTS:

Education: College Degree, preferred
P&C License preferred
3 to 5 years of experience in commercial accounts 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

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: (link removed)

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