Personal Lines Associate Account Manager

Company:

Description:

Consistently recognized as a Top Workplace, Marsh Agency’s award-winning, inclusive culture is the result of hard work by extraordinary people. The brightest talent in the industry drives our efforts to deliver purposeful work and meaningful impact every day.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies.  As a trusted partner to our clients, we believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions.  

The Associate Account Manager will be responsible for the retention of existing accounts and production of new personal lines accounts. This person will provide prompt, efficient, high-quality customer service to designated accounts in support of agency and personal line standards and procedures.

RESPONSIBILITIES
Provide Account Management services to Personal Lines accounts as assigned. The Associate Account Manager independently manages a book of business that is between 800k and 1.2M in Premium Volume. While managing their book of business this role will also support the team approach of Account Managers as needed.

• Remarketing and New Business: Responsible for gathering the information and risk management recommendations for designated accounts. Market new business and existing accounts; determine premiums in comparative rater and company website. Prepare and present proposals to clients/prospects. May be asked to provide information and assist Account Manager and or Producer with the sale of the account. Check in and bill rewritten and new business policies
• Renewals: Perform renewal reviews, check-in renewals, confirm coverages, correct errors if necessary, notify producer or account manager if coverages do not meet agency standards, account rounding opportunities or excessive premium increase. If necessary, bill renewal on system. Document system per agency standards
• Processing/Endorsements/Billing: Process and handle all endorsements, billing, new business and processing requests. Document system per agency standards. May request assistance from customer service representative.
• Customer Service: Receive calls from clients, insurance company representatives and related industries. Handle and process all requests in conjunction with customer service representative and claims specialist. Answer questions promptly and efficiently, maintain a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims. Assist claims department in providing coverage information.
• Insurance Carriers: Maintain a good working relationship with insurance companies and representatives that we work with. Maintain underwriting and marketing information by carrier. Continuously improve product and coverage knowledge.
• Agency Management/File System: Maintain files, applications, document and update agency management per agency standards. Assist in the maintenance of company intranet and agency management system.
• Projects: Assume other job responsibilities as assigned by Supervisor, Department Manager or Producer.

QUALIFICATIONS, EDUCATION, AND LICENSING

• MUST have previous experience having worked in Personal Lines of Business.
• Should have thorough understanding of Personal Lines underwriting and coverages.
• Minimum two years’ experience in similar position is desirable or in Customer Service type of role in Personal Lines.
• Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions or very close to obtaining license upon acceptance of job offer.
• College degree preferred, but not mandatory
• Professional Designation is strongly preferred.
• Proficient in Microsoft Office Products including Microsoft Word, Excel, and Outlook.

Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary.

Position Type/Expected Hours of Work
This is a full-time position: Monday through Friday, 8:30 a.m. to 5 p.m.

Travel
Limited local travel may be required for this position.

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.  Some of the benefits offered include:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at Marsh Agency, please view our website, flip through our recruiting brochure, or follow us on social media:

Instagram | Facebook | X | LinkedIn

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 is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

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

If you require an accommodation during the application or interview process, please let us know by contacting

reasonableaccommodations@marsh.com

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.

#MarshAgencyEast

#LI-Hybrid