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Marsh McLennan Agency

Select Business Unit Account Manager

Marsh McLennan Agency, Clearwater, Florida, United States, 34623

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Select Business Unit Account Manager

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Marsh McLennan Agency .

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

Our future colleague We’d love to meet you if your professional track record includes these skills:

Current Florida 2-20 License

Two years commercial insurance related experience and/or training

Possess skills necessary to communicate with clients, carriers and prospects concerning commercial lines of coverage

Intermediate knowledge of Microsoft Outlook, Excel and Word

Ability to maintain and organize electronic files on the company document management system

Ability to exercise independent judgment & sound problem solving skills

Effective analytical skills and ability to manage multiple tasks

Responsibilities

Responsible for reviewing individual client insurance program(s) and proposing additional coverages & limits for client consideration

Accountable for managing a book of business with clients that average up to $15,000 in revenue

Perform various service functions on assigned accounts that include but are not limited to:

Prepare new & renewal policies

Prepare applications & submissions; loss run reports

Responsible for managing client renewal process within defined guidelines

Responsible for ensuring certificate templates are accurate & up to date

Issue binders, endorsements, auto ID cards & schedules of insurance

Maintain client records in Sagitta & ImageRight systems

Thorough knowledge of business insurance policy contracts/coverages and processes for multiple insurance carriers

Develop a comprehensive network within & outside of the company to assist with decision making

Be available to mentor less experienced agency employees

Benefits

Generous time off, including personal and volunteering

Tuition reimbursement and professional development opportunities

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Business Development

Industries

Insurance

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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