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Commercial Account Manager - MMASW - Houston

Company: JLT Employee Benefits
Location: Houston
Posted on: November 26, 2022

Job Description:

JOB TITLE: Commercial Account ManagerJOB TYPE: FLSA Non-ExemptREPORTS TO: Director of Client Services - Business Insurance/Property & CasualtyESSENTIAL DUTIES & RESPONSIBILITIES: DocumentationProcess documents necessary to maintain the Client Insurance Program, utilizing agency management system. These duties include but are not limited to

  • Generate surveys and request renewal applications
  • Prepare Loss Summaries
  • Prepare Proposals for renewal terms
  • Initiate Premium Finance Requests
  • Issue Certificates of Insurance and Auto ID cards
  • Prepare Schedules of Insurance for delivery to client
  • Prepare policies for delivery to client
  • Process Policy Audits and Monthly Reports
  • Identify and resolve Accounting discrepancies
  • Create requests for changes to client's coveragesTeamworkFunction 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 as part of the Agency Standard Service Plan
    • Attend meetings with Risk Management Team as appropriate.
    • Manage client's use of Certificate program, conducting training of client as needed.
    • 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 service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
    • Other duties as requested by members of Service Team
    • Provides guidance / quality check for other's workTechnical ExpertiseDemonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:
      • Complete Kaplan Pictorials
      • Obtain insurance designations of CISR or equivalent
      • Verify accuracy of endorsements and invoice as necessary
      • Comprehend Insurance Contract requirements for Certificates
      • Communicate with insurance carriers as needed
      • Communicate with clients as needed
      • Become proficient using premium analysis software.
      • Participate in Position Rotation
      • Demonstrated success in servicing multiple client renewals under mentorship of CAM or TrainerREQUIREMENTS:
        • Education: College Degree, preferred
        • Have or obtain P&C License within 14 days of hire
        • 24 to 36 months of experience in an Assistant AM role / 24+ months equivalent industry experience preferred
        • Internal team rotation recommended (required if not training in a specific vertical)
        • 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
        • Willing to work overtime due to cyclical nature of business.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: http://marshmma.com/careers .

Keywords: JLT Employee Benefits, Houston , Commercial Account Manager - MMASW - Houston, Executive , Houston, Texas

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