Marsh & McLennan Companies
Account Manager - Personal Lines Insurance
Marsh & McLennan Companies, Los Angeles, California, United States, 90079
Account Manager – Personal Lines
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Account Manager at Momentous Insurance, A Marsh McLennan Agency.
Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and tv insurance, employee health & benefits insurance, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 9,000 colleagues and 170 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).
About the role As our Account Manager on the Personal Lines team, you’ll be responsible for delivering the highest quality service to customers and cross‑sell within the existing book of business. Day‑to‑day liaison between the insurance company (MIB) and designated accounts managed by Account Executives/Sr. Account Executives/Producers.
Responsibilities
Daily servicing of customers: addressing coverage issues, contract analysis, exposure analysis, issuing auto ID cards, handling inside service work, 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.
Fulfill Standard Operating Procedures and Guidelines (SOGs).
Qualifications
Know the underwriting and rating procedure for all types of personal lines policies.
Quote new business and renewal options to every client.
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.
Prepare and provide to every client a Summary of Insurance once coverage is bound and in effect for new accounts.
Immediately update Summary of Insurance for existing clients.
Remarket accounts as directed and follow up with AE or Producer.
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 SOG’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.
Know and be up to date on the utilization of carrier websites, carrier communications, new coverage options, and billing procedures.
Additional Qualifications
College Degree preferred (high school diploma is required)
Current California Department of Insurance License
1-2 years of experience
Proficient MS Office Suite (Word, Excel, Outlook)
Agency Management System (i.e., EPIC, AMS 360) or other paperless insurance management system
Work Environment & Physical Demands
Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
Work is performed in a typical interior/office work environment.
Benefits
Generous time off
Tuition reimbursement and professional development opportunities
Charitable contribution match programs
Stock purchase opportunities
The applicable base salary range for this role is $38,800 to $82,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Who you are is who we are We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client‑focused teams.
Marsh McLennan and its affiliates are EEOMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.
#LI-DNI #LI-Remote #LI-hybrid #LI-onsite
To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on social media to meet our colleagues and see what makes us tick:
https://www.instagram.com/lifeatmma/
https://www.facebook.com/LifeatMMA
https://twitter.com/LifeatMMA
https://www.linkedin.com/company/marsh-mclennan-agency/
#J-18808-Ljbffr
Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and tv insurance, employee health & benefits insurance, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 9,000 colleagues and 170 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).
About the role As our Account Manager on the Personal Lines team, you’ll be responsible for delivering the highest quality service to customers and cross‑sell within the existing book of business. Day‑to‑day liaison between the insurance company (MIB) and designated accounts managed by Account Executives/Sr. Account Executives/Producers.
Responsibilities
Daily servicing of customers: addressing coverage issues, contract analysis, exposure analysis, issuing auto ID cards, handling inside service work, 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.
Fulfill Standard Operating Procedures and Guidelines (SOGs).
Qualifications
Know the underwriting and rating procedure for all types of personal lines policies.
Quote new business and renewal options to every client.
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.
Prepare and provide to every client a Summary of Insurance once coverage is bound and in effect for new accounts.
Immediately update Summary of Insurance for existing clients.
Remarket accounts as directed and follow up with AE or Producer.
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 SOG’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.
Know and be up to date on the utilization of carrier websites, carrier communications, new coverage options, and billing procedures.
Additional Qualifications
College Degree preferred (high school diploma is required)
Current California Department of Insurance License
1-2 years of experience
Proficient MS Office Suite (Word, Excel, Outlook)
Agency Management System (i.e., EPIC, AMS 360) or other paperless insurance management system
Work Environment & Physical Demands
Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
Work is performed in a typical interior/office work environment.
Benefits
Generous time off
Tuition reimbursement and professional development opportunities
Charitable contribution match programs
Stock purchase opportunities
The applicable base salary range for this role is $38,800 to $82,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Who you are is who we are We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client‑focused teams.
Marsh McLennan and its affiliates are EEOMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.
#LI-DNI #LI-Remote #LI-hybrid #LI-onsite
To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on social media to meet our colleagues and see what makes us tick:
https://www.instagram.com/lifeatmma/
https://www.facebook.com/LifeatMMA
https://twitter.com/LifeatMMA
https://www.linkedin.com/company/marsh-mclennan-agency/
#J-18808-Ljbffr