Marsh McLennan Agency
Overview
The Commercial Lines Account Manager is responsible for proactively managing the overall workflow for the books of business assigned, handling all lines of commercial insurance for their accounts, and serving as the main contact for clients. Principal Duties and Responsibilities
Main point of contact for the client – addresses general questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates client on exclusions and exposures, prepares binders prior to expiration date, and resolves accounting discrepancies Maintain contact and collaborate with internal (Sales Executives, Department Heads, Marketing personnel, Claims personnel, Accounting personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met Determine and coordinate the new/renewal marketing strategy for assigned clients, where applicable Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business Process, delegate and/or oversee audits, cancellation notices, endorsements, certificates and policy checking Conduct all business in accordance with established policies and procedures May attend client meetings on or off site on occasion Other duties as assigned Knowledge, Skills and Abilities
Required: 3+ years in commercial lines insurance Licensed in Arizona Property/Casualty (or ability to transfer existing license) Ability to effectively communicate, both written and verbally, to internal and external parties Excellent time management, organizational and multi-tasking skills with high attention to detail Ability to build and maintain effective relationships with clients, carriers and peers Ability to work independently and in cross-functional teams Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point) Preferred: Some college or technical training in related discipline Previous Sagitta and ImageRight experience Seniority level
Mid-Senior level Employment type
Full-time Job function
Customer Service Industries Insurance Referral notes and related job postings are included for visibility but do not alter the role description. Location and Job Details
Location: Phoenix, AZ Other postings include related roles in the area and may be listed for visibility (e.g., Commercial Lines Account Manager (Small Business) in Scottsdale/Phoenix)
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The Commercial Lines Account Manager is responsible for proactively managing the overall workflow for the books of business assigned, handling all lines of commercial insurance for their accounts, and serving as the main contact for clients. Principal Duties and Responsibilities
Main point of contact for the client – addresses general questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates client on exclusions and exposures, prepares binders prior to expiration date, and resolves accounting discrepancies Maintain contact and collaborate with internal (Sales Executives, Department Heads, Marketing personnel, Claims personnel, Accounting personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met Determine and coordinate the new/renewal marketing strategy for assigned clients, where applicable Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business Process, delegate and/or oversee audits, cancellation notices, endorsements, certificates and policy checking Conduct all business in accordance with established policies and procedures May attend client meetings on or off site on occasion Other duties as assigned Knowledge, Skills and Abilities
Required: 3+ years in commercial lines insurance Licensed in Arizona Property/Casualty (or ability to transfer existing license) Ability to effectively communicate, both written and verbally, to internal and external parties Excellent time management, organizational and multi-tasking skills with high attention to detail Ability to build and maintain effective relationships with clients, carriers and peers Ability to work independently and in cross-functional teams Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point) Preferred: Some college or technical training in related discipline Previous Sagitta and ImageRight experience Seniority level
Mid-Senior level Employment type
Full-time Job function
Customer Service Industries Insurance Referral notes and related job postings are included for visibility but do not alter the role description. Location and Job Details
Location: Phoenix, AZ Other postings include related roles in the area and may be listed for visibility (e.g., Commercial Lines Account Manager (Small Business) in Scottsdale/Phoenix)
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