Select Business Unit Account Manager
MMC

Clearwater, Florida

Posted in Consultancy


Job Info


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 Commercial Lines 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 $15,000.00 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 business insurance 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
  • Two years commercial insurance related experience and/or training.
  • 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.
  • Effective 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 https://careers.mmc.com/global/en/search-results?keywords=bouchard.

#MMABou



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