ESSENTIAL DUTIES & RESPONSIBILITIES:

Documentation:

Manage the Client Insurance Program, utilizing agency management system. Generally, manages small and less complex accounts than the Account Manager position. Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Analysts or external resources) and not limited to:

A point of contact with the Producer

Initiate correspondence with the marketplace

Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program

Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through.

Begin to develop a consultative ability to instruct and guide the client

Manage upcoming deadlines and events (perhaps under direction of Producer or SBU Leadership), informing and updating the Producer, as needed.

Manage Accounts Receivables

Manage Direct Billing with respect to Cancellations

Responsible for ensuring the following are accomplished (via delegation to Analysts or external resources):

Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and/or carriers.

Create and complete COPE spreadsheets, as needed.

Prepare Loss Summaries

Prepare proposals for renewal terms

Issue Acord Insurance Binders for renewal terms

Initiate Premium Finance Requests are

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 coverages

Process mail and phone requests on daily basis

Prepare Acord applications

Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance

Adhere to document retention software documentation guidelines

Perform Quality check and control on insurance policies in their entirety

In absence of more senior team members, provide direction and guidance to other members when appropriate

Teamwork

Function as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to:

Begin to demonstrate appropriate judgement regarding what tasks are managed at their level or those that need to be delegated

Begin to delegate tasks to Analyst, as well as outsourcing teams, as appropriate.

Ensure tasks from both Analyst and outsourcing team are completed as directed

Ensure Analyst is performing all tasks as outlined in the MMA Analyst I or Analyst II Job Description

Treat clients, prospects, and company employees with courtesy and respect.

Contribute to a team approach toward meeting goals and providing excellent client service.

Technical Expertise

Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:

Work toward obtaining insurance designations of CIC or equivalent

Analyze insurance quotes and make begin to make recommendations

Comprehend and interpret Insurance Contract requirements for Certificates

Communicate with insurance carriers as needed

Communicate with clients as needed

Client facing meeting as required, either in-house or offsite

Become proficient using premium analysis software.

Utilize carrier online rating programs as necessary.

Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client and Analyst

Design insurance program for client based on defined needs

Utilize agency management system to monitor pre-defined activities (policies past expiration, aged A/R, SIC codes, etc.)

Begin to identify and address any coverage gaps with producer, carrier and client

Look for an area of interest or technical capability to become a subject matter expert on

REQUIREMENTS:

Licensed: Texas P&C Agent

Education: Bachelor’s Degree, preferred

(Internal) 3-5 years of Commercial Analyst experience

(External) Minimum of 3-5 years of small market Commercial Account Manager experience

Completion of CIC required

If no designation, then 5-7 years of experience as an Account Manager

Demonstrate ability to multi-task and prioritize work

Willingness to work to meet client needs beyond scheduled hours.

Proficient at Word, Excel, and current internet technologies.

Demonstrate proactive work style - Does not have to be asked or reminded of tasks.

Ability to learn, analyze and comprehend commercial lines of insurance.

Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness

Demonstrate track record of interacting with, meeting with and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e-mail and periodic meetings and planning sessions.

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.