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Commercial Lines Select Business Unit Account Manager (MMA; Bouchard region)

Location: Tampa, Florida, United States

Secondary Locations: Sarasota,Florida,United States;

Company: Marsh & McLennan Agency

Job ID R_075657-en

In early 2019, Bouchard Insurance joined Marsh & McLennan Agency (MMA), a subsidiary of Marsh LLC, the world’s leading insurance broker and risk management advisor. Now known as Bouchard Insurance, A Marsh & McLennan Agency LLC, the partnership enabled us to retain our leadership, service model and culture while adding the support and resources of MMA.

We are consistently recognized as a best place to work and a leader in the development of the next generation of insurance professionals. We are proud to be a learning organization which empowers employees to teach and be taught. As a result, we have the best insurance professionals in the business.

We are looking for a Select Business Unit Account Manager who will be responsible for client retention and service by providing professional insurance advice and consultation services.

A DAY IN THE LIFE OF A SELECT BUSINESS UNIT ACCOUNT MANAGER:

  • Responsible for reviewing individual client insurance program(s) and proposing additional coverages & limits for client consideration.
  • Accountable for managing a book of business with clients that average up to $10,000.00 in revenue. 
  • Perform various service functions on assigned accounts that include but are not limited to:
  • Prepare new & renewal policies. Prepare applications & submissions; loss run reports. Responsible for managing client renewal process within defined guidelines. Responsible for ensuring certificate templates are accurate & up to date. Issue binders, endorsements, auto ID cards & schedules of insurance. Maintain client records in Sagitta & ImageRight systems.
  • Thorough knowledge of commercial policy contracts/coverages and processes for multiple insurance carriers. 
  • Develop a comprehensive network within & outside of the company to assist with decision making.
  • Be available to mentor less experienced agency employees.

THE IDEAL CANDIDATE WILL HAVE:

  • Current Florida 2-20 License
  • College degree desirable; or three years related experience and/or training; or equivalent combination of education and experience.
  • Possess skills necessary to communicate 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.
  • Strong analytical skills and ability to manage multiple tasks.

WHY YOU’LL LOVE BOUCHARD:

  • Personal growth
  • Amazing clients and coworkers
  • Comprehensive benefits
  • Focus on community service
  • Success is defined in our 4 Core Values: B Engaged, B Focused, B Involved, B Happy

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, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. Learn more about us on Instagram, Facebook, LinkedIn, Twitter and at www.bouchardinsurance.com

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