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Business Insurance Account Manager

Location: New Berlin, Wisconsin, United States

Secondary Locations: Appleton,Wisconsin,United States;

Company: Marsh & McLennan Agency

Job ID R_044785-en

You spend more time working than virtually anything else. Isn’t your time worth more than just a paycheck? If so, Marsh & McLennan Agency (MMA) located in New Berlin, WI and in Appleton, WI may be the place for you. As an MMA colleague, you’ll get personal and professional development, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement.

Our talented colleagues work hard to make a difference in the moments that matter for our clients, communities and each other. Discover how much is possible as you grow or advance your career.

Essential Job Functions:

Develop rapport with existing clients and assist account executive in servicing their needs.  Process renewals, endorsements, cancellations, audits and dividends, including any invoicing related to those items.  Oversee similar tasks if working in conjunction with a customer service representative. Respond to any accounting criticisms. Prepare premium breakouts by entity/location as required by insured. Finalize renewal strategy document.  Gather updated information on clients’ operations and exposures as needed for the renewal process.  Market renewal submission to insurance carriers.  Obtain renewal quotations, compare to expiring coverage.  Working in conjunction with account executive, determine best insurance program and pricing based on insured’s needs.  Prepare renewal proposal. Relay issuance instructions to carriers/brokers, prepare binders and invoices as needed.  Coordinate issuance of renewal certificates, Evidence of Property forms, and Auto ID cards.  Complete/update Cert Criteria Form if utilizing Patra. Review issued policy and complete policy checklist.  Request necessary corrections, if needed.  Prepare insurance summary for delivery to client.  Complete surplus lines forms, if required. Continually maintain, verify, and update information in agency management and document management system. Review contracts for insurance requirements and issue Certificates of Insurance accordingly.  Obtain quotes for additional coverage/increased limits as needed, and relay information to insured for approval. Coordinate completion of Partnership Review reports.  Attend client meetings or make client service calls as needed. Develop and maintain rapport with insurance company underwriters. Provide backup for other Account Managers or Customer Service Representatives during their absence and assist other team members to balance workloads when necessary. Perform other tasks or projects as needed/assigned.

Essential Job Requirements:

High school diploma or equivalent.  Property & Casualty insurance license. Previous experience in a customer service related or Account Manager position. Good oral and written communication, organization and management skills. Self-motivated. Personal computer skills using Microsoft Office Suite. Physical ability to conduct travel.

Marsh & McLennan Agency (MMA) firmly believes it is the character and commitment of our people that make a difference in the moments that matter. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. More than just insurance brokers, we believe that a business culture that supports a healthy, safe work environment does so by offering the right benefits, programs, policies and opportunities to keep employees engaged and productive.

If you are a committed professional with a passion for delivering excellent service, we are interested in hearing from you.

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