Senior Account Manager - Personal Lines Insurance
SENIOR ACCOUNT MANAGER
DEPARTMENT: PERSONAL LINESSTATUS: NON-EXEMPT
EMPLOYEE TYPE: FULL TIME
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 9,000 of the industrys brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.Learn more about what makes us different and how you can thrive as an Senior Account Manager at Momentous Insurance, A Marsh McLennan Agency.
Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and tv insurance, employee health & benefits insurance, and private client insurance solutions to organizations and individuals seeking limitless possibilities.With 9,000 colleagues and 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Senior Account Manager on the Personal Lines team, youll be responsible for the following:
This is a service position. The primary function of this position is to provide the highest quality service to customers and cross sell within the existing book of business. The Senior Account Manager (SAM) will be the day-to-day liaison between the insurance company and designated accounts managed by Account Executives/Sr.Account Executives/Producers.
Daily servicing of customers will include addressing various coverage issues, contract analysis, exposure analysis, issuing auto ID cards, handling all the inside service work associated with the clients accounts, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies.
The Senior Account Manager (SAM) should have experience in all areas of Personal Lines insurance. As needed the SAM will coordinate with and defer to the Account Executive/Sr. Account Executive/or Producer on strategic account issues and potential problems.The SAM is responsible for the successful fulfillment of Standard Operating Procedures and Guidelines (SOPs).
Our future colleague.
Wed love to meet you if your professional track record includes these skills: Know the underwriting and rating procedure for all types of personal lines policies.Quote new business and renewal options to every client to include: Higher limits of liability
Higher deductible optionsEarthquake coverage
Earthquake deductible buy back coverage
Flood coverage
Excess flood coverage
Increased mold coverage
Identity theft coverage
Umbrella or excess liability/excess uninsured/underinsured coverage
Inland marine coverage
Guaranteed replacement cost
Equipment breakdown coverage
Enhanced auto coverages
Prepare proposals and applications, submit them to insureds and carriers, obtain clients signature and follow up to ensure timely responses, all in conjunction with AE or Producer.Prepare and provide to every client a Summary of Insurance once coverage is bound and in effect for new accounts.
Immediately update Summary of Insurance for existing clients.
Remarket accounts as directed and follow up with AE or Producer
Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients.Handle cancellations timely by checking carrier websites or NOCs received via scan, fax or email, legally saving all accounts possible with adherence to E&O guidelines.
Prepare and check policies based on SOPs checklist to include preparing letters, invoicing, summaries of insurance, certificates, ID cards, evidence of insurance, binders, etc. Policies must be checked for accuracy and all applicable endorsements.
Know and be up to date on the utilization of carrier websites, carrier communications, new coverage options and billing procedures.
These additional qualifications are a plus, but not required to apply: College Degree preferred (high school diploma is required)
Current California Department of Insurance License- 5 years of experience
Experience utilizing carrier websites to market and rate new and/or renewal business such as Safeco, Allied, Travelers, Chartis, ACE, Chubb.
We know there are excellent candidates who might not check all of these boxes. Dont be shy. If youre close, wed be very interested in meeting you.
Work environment & physical demands.
Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.Work is performed in a typical interior/office work environment.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. Weve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are: Generous time off
Tuition reimbursement and professional development opportunitiesCharitable contribution match programs
Stock purchase opportunities
To learn more about a career at MMA, check us out online: (link removed) or flip through our recruiting brochure: (link removed)
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The applicable base salary range for this role is $38,800 to $82,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Who you are is who we are.
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.
Marsh McLennan and its affiliates are EEOMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.
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