The Personal Lines Account Manager is responsible for the service, sales and retention of client accounts assigned to the Client Response Team. Responsible for managing client service needs within a managed hunt group environment.

Your goals. Your ambitions. Your definition of success. At Marsh McLennan Agency-Bouchard Region, we believe nothing should stand in your way of making these a reality. As a colleague, you’ll get personal and professional development opportunities, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement. 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 colleagues to teach and be taught. As a result, we have the best insurance professionals in the business.

A DAY IN THE LIFE OF A PERSONAL LINES ACCOUNT MANAGER:

• Receive phone calls, emails and office visitors requesting changes to existing coverage and/or requests for new policies.
• Determine acceptability and placement, complete applications or endorsement requests and collect premium when applicable.
• Service a high volume of accounts independently utilizing carrier websites and online rating systems.
• Maintain client files accurately and consistently. Properly document files and communicate in accordance with company workflows, procedures and Best Practices. Maintain a high degree of accuracy in agency management and document management systems.
• Maintain timely automated follow-up on outstanding activities and correspondence.
• Actively seek referrals from current client base to solicit for new business prospects, as well as additional lines of business for existing clients.
• Knowledge of underwriting and rating procedures for all types of personal lines policies including performing underwriting functions whenever necessary.

THE IDEAL CANDIDATE WILL HAVE:

• Current Florida 2-20 or 20-44 license or willingness to obtain.
• College degree desirable or equivalent combination of education and experience
• Minimum two years’ experience with knowledge of insurance markets and underwriting procedures.
• Comfortable with internet-based programs as well as intermediate knowledge of Microsoft office products.
• Knowledge of Sagitta/ImageRight preferred, but not required.
• Strong time management skills. Ability to prioritize and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.

WHY YOU’LL LOVE MMA– BOUCHARD REGION:

Marsh McLennan Agency-Bouchard Region encourages all its colleagues to pursue dreams without limits. We promote curiosity and creativity. We gain new insight from diverse thinking and take risks on new ideas. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

We further believe a business culture that supports a healthy, safe work environment does so by offering the right benefits, programs, policies and opportunities to keep colleagues engaged and productive including: health and welfare, 401K, employee assistance program, volunteer opportunities, and other programs. Our organization is no exception.

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

At Marsh McLennan Agency-Bouchard Region, your future is limitless. For more information about our company, please visit us at: http://marshmma.com/careers.