Select Business Unit Account Manager

Select Business Unit Account Manager at 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).

As our Select Business Unit Account Manager, you will be responsible for client retention and service by providing professional insurance advice and consultation services.

• Reviewing individual client insurance programs and proposing additional coverages & limits for client consideration.
• Managing a book of business with clients that average up to $15,000.00 in revenue.
• Performing various service functions on assigned accounts, including but not limited to:
• Preparing new & renewal policies.
• Preparing applications & submissions; loss run reports.
• Managing client renewal process within defined guidelines.
• Ensuring certificate templates are accurate & up to date.
• Issuing binders, endorsements, auto  & schedules of insurance.
• Maintaining client records in Sagitta & Image Right systems.
• Applying thorough knowledge of business insurance policy contracts/coverages and processes for multiple insurance carriers.
• Developing a comprehensive network within & outside of the company to assist with decision making.
• Being available to mentor less experienced agency employees.

• Current Florida 2-20 License
• Two years of commercial insurance related experience and/or training.
• Proficiency in communicating 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.

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

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