- Works with Producer and/or Account Executives, service team, and other internal departments to plan, execute, and track customized service strategy for each client, designed to create measurable value and efficiencies in their businesses
- Manages creation of proposals, providing summary of programs and options, service plan, and other specific deliverables designed to support clients in making decisions about insurance programs
- Builds personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email, and in-person meetings
- Analyzes risk, coverage, program structure and recommends options; executes coverage and program changes
- Oversees the accuracy and display of information in client portals; consults with and enacts client decisions on access to portal by their staff
- Leverages insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed
- Works with internal departments to ensure cohesiveness and timeliness of service execution, and creates report of service plan execution through commitment report
- Takes an enterprise-wide approach to client service by collaborating with other service teams to create a cohesive client service experience
- Manages time effectively to prioritize workload, client service requests, and service parameters on business processes
- Works with service team to effectively manage and oversee new business and renewal processes by following workflow procedures and best practices
- Creates submission for underwriters, by engaging with clients and prospective clients on their exposures, coverages and program needs, assembling into submission package following best practices
- Communicates with underwriters on submissions and negotiates premium, coverage, and other terms on behalf of clients
- Evaluates coverage, terms, and conditions of quotes received from underwriters; compares quote options from multiple carriers and presents coverage comparisons as requested
- Remains current on forms, coverage, insurance carriers, industry trends, and legislation
- Maintains positive working relationships with insurance carriers, attends meetings and events as appropriate, and proactively learns about their products and underwriting approaches
- Consistently follows client service workflows and appropriately engages internal resources such as process support team, procedure manuals and reporting tools to ensure efficiency and accuracy of execution
- Accurately maintains complete client files including the clear documentation of account detail in agency management systems including policy information, activities, attachments, and correspondence
- Achieves desired levels of data completeness and process integrity by consistently meeting activity timelines, quality metrics, and goals
- Participates in ongoing scheduled meetings with service team to discuss accounts, renewals, service needs, service platform, etc.
- Trains, guides, and mentors Client Service Representatives and other peers
- Communicates effectively with Client Service Representatives and provides timely and complete information to allow them to establish positive client relationships and efficiently manage their processes and workload
- Develops successful and effective working relationships with Producers, Account Executives, Client Service Representatives, service team members, managers, carriers, and members of other departments
- Upon hire, Producers License for Life/Health
- 2+ years Account Manager experience within an insurance brokerage, or comparable experience
- BS/ BA in Business, Insurance or related field
- CPCU, ARM, CEBS, or other professional insurance designation related to discipline
- Experience working with agency management systems
- Proficient skill level in Microsoft Office Suite
- Medical, dental, vision, 401K benefits and more
- The flexibility to work at home or an office
- A paid day off to volunteer and company-organized volunteer events
- Up to $1,000 per year in matching charitable donations
- Up to $750 per year in wellness rewards
- A company-wide mentality that you can never appreciate your co-workers too much
-
Ventas Key Account Manager
3 days ago
Sales and Merchandising Services Elk Grove Village, United StatesJob Description · Job DescriptionSalary: 5700 · CBI International is looking for National KAM · Objective: · Lead and serve the key accounts and/or distributors assigned to your portfolio, in order to achieve compliance with the sell in and sell out goals, as well as ensure the ...
-
Account Manager
2 weeks ago
Pacifica Continental Chicago, United StatesDesde Pacífica Continental estamos en búsqueda de un · Account Manager · para empresa líder en la fabricación y comercialización de neumáticos. Será responsable de la venta de las líneas de productos de la empresa, gestionando relaciones con los clientes, identificando nuevas o ...
-
Account Manager
5 days ago
Inszone Insurance Services Schaumburg, United StatesThis is a hybrid work role in Schaumburg, IL, with your time divided between in-office and onsite work. Licensure and experience in supporting the sale of commercial insurance is required. · Job description · Inszone Insurance Services is an independent insurance agency with more ...
-
IT Account Manager
5 days ago
Corporate Resources of Illinois Hoffman Estates, United StatesCorporate Resources, on behalf of our client located in Hoffman Estates, IL, is hiring a full-time, permanent IT Account Manager. · IT Account Manager (Entry Level) – Hoffman Estates, IL · $45,000-$55,000 + Full Benefits (Medical, Dental, Vision, 401K matching, PTO, and more) · W ...
-
Account Manager
3 weeks ago
Inszone Insurance Services Schaumburg, United StatesThis is a full-time, onsite role in Schaumburg, IL. Licensure and experience in supporting the sale of commercial insurance is required. · Job description · Inszone Insurance Services is an independent insurance agency with more than 60 locations in 16 states. Our firm specialize ...
-
Accounting Manager
2 days ago
Charles Industries, LLC. Schaumburg, United States Accounting· The Accounting Manager is a key business partner assisting the BU Controller in managing the company's financial information and processes. The Accounting Manager oversees the general accounting functions, including month-end close, corporate financial reporting, accounts rece ...
-
Recruiter / Account Manager -
3 weeks ago
Judge Direct Placement Schaumburg, United StatesRecruiter / Account Manager - Judge Direct Placement · The Judge Group is looking for a Direct Placement Recruiter to manage the full life cycle recruitment process from identifying business opportunities to the recruiting and fulfillment of the position. The ideal Business Devel ...
-
Account Manager
5 days ago
Marsh McLennan Agency Schaumburg, United StatesAbout Marsh McLennan Agency Midwest · Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistent ...
-
Account Manager
2 weeks ago
Buildingstars Schaumburg, United StatesJoin Buildingstars, a nationally recognized company that offers a rewarding career path, unlimited earnings potential, and a dynamic work environment. As a leading organization in the commercial cleaning industry, we have consistently been recognized by Inc 5000, Entrepreneur Fra ...
-
Accounting Manager
1 week ago
Charles Industries, LLC. Schaumburg, United StatesJob Description · Job DescriptionThe Accounting Manager is a key business partner assisting the BU Controller in managing the company's financial information and processes. The Accounting Manager oversees the general accounting functions, including month-end close, corporate fina ...
-
Account Manager
2 weeks ago
BuildingStars Schaumburg, United StatesJoin Buildingstars, a nationally recognized company that offers a rewarding career path, unlimited earnings potential, and a dynamic work environment. As a leading organization in the commercial cleaning industry, we have consistently been recognized by Inc 5000, Entrepreneur Fra ...
-
Accounting Manager
4 weeks ago
Truity Partners Schaumburg, United StatesLocation: Schaumburg, Illinois · Sector: Accounting & Finance · Employment Type: Permanent · Job ID: 39434 · Date Added: 05/20/2024 · APPLY NOW · View All Jobs · Our client is seeking an adaptable Accounting Manager to join their growing team. They're growing and offer a dynam ...
-
Account Manager
1 week ago
Marsh McLennan Agency Schaumburg, United States OTHERAbout Marsh McLennan Agency Midwest · Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistentl ...
-
Account Manager
2 weeks ago
Inszone Insurance Services Inc Schaumburg, United StatesThis is a full-time, onsite role in Schaumburg, IL. Licensure and experience in supporting the sale of commercial insurance is required. · Job description · Inszone Insurance Services is an independent insurance agency with more than 60 locations in 16 states. Our firm speciali ...
-
Account Manager
2 weeks ago
Squadhelp Hoffman Estates, United StatesJob Description · We are looking for an experienced and organized Marketplace Seller Liaison to join our Operations Team. The successful candidate will be responsible for communicating with Domain Investors, managing key accounts, onboarding new sellers, tracking progress, solvi ...
-
Account Manager
2 weeks ago
Recooty Hoffman Estates, United StatesWe are seeking an experienced Account Manager to lead the onboarding, support, and growth of portfolios for individual domain investors. While proficiency in account management or related fields is essential, candidates without specific domain investing experience will be conside ...
-
Accounting Manager
3 weeks ago
WT Engineering Hoffman Estates, United StatesSupervisory Responsibilities:Oversees the operations of the Accounting Department, which include accounts payable, accounts receivable, bank reconciliations, and payroll. · Duties/Responsibilities:Maintains a documented system of accounting policies and procedures; implements a ...
-
Account Manager
6 days ago
Marsh & McLennan Companies Schaumburg, United StatesCompany: · Marsh McLennan Agency · Description: · About Marsh McLennan Agency Midwest · Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and indi ...
-
Financial Accounting Manager
1 week ago
The Salvation Army Hoffman Estates, United States Full timeJob Description · Do you want to use your skills and talents to make a lasting difference in the world? The Salvation Army Central Territory Headquarters is seeking a motivated and experienced professional to join our Finance Department as a Financial Accounting Manager. The Sa ...
-
Account Manager
12 hours ago
Inszone Insurance Services Inc Schaumburg, United StatesThis is a hybrid work role in Schaumburg, IL, with your time divided between in-office and onsite work. Licensure and experience in supporting the sale of commercial insurance is required. · Job description · Inszone Insurance Services is an independent insurance agency with mo ...
Account Manager - Schaumburg, United States - Marsh McLennan Agency, LLC
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Overview:
The Account Manager is at the center of ensuring the successful delivery of exceptional service to our clients. Working with the Producer and/or Account Executive, they plan, execute, and track a customized service plan for each client. The Account Manager builds effective, personalized working relationships with clients and prospective clients, learning their risk and insurance program needs. They engage the full service team and resources as appropriate to create measurable value and efficiencies in our clients businesses. The Account Manager also has an understanding of the marketplace and industry, and uses that expertise in placing coverage and negotiating terms and conditions on behalf of clients. Managing the proposal and renewal processes, the Account Manager supports clients in reviewing coverage and program options and understanding associated details. The Account Manager oversees the accuracy of client information in our agency management system, facilitating a collaborative service experience and empowering our client portal.
Responsibilities:EXECUTION OF CLIENT SERVICE
MARKET STRATEGY AND NEGOTIATION
DATA AND PROCESS INTEGRITY
PEER RELATIONSHIPS
REQUIRED
PREFERRED
About Marsh McLennan Agency Midwest
Marsh McLennan Agencys Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.
A Great Place to Work. A Great Place to Perk.
Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include:
Who You Are is Who We Are
MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.