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    Strategic Account Manager - Dallas, United States - Marsh McLennan Agency

    Marsh McLennan Agency
    Marsh McLennan Agency Dallas, United States

    4 weeks ago

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    Description

    JOB TITLE:
    Strategic Commercial Account Manager, Regional New Business Focus


    JOB TYPE:
    FLSA Non-Exempt


    REPORTS TO:
    Executive Team Lead, Regional BI

    ESSENTIAL DUTIES & RESPONSIBILITIES:
    Documentation
    Process documents necessary to maintain the Strategic Account Executive team workflows, utilizing agency management system.

    Processes including but not limited to:
    Generation of surveys and request renewal applications
    Submit BORs to carriers and tracking of responses
    Create and complete COPE spreadsheets, as needed.
    Request loss runs and prepare Loss Summaries
    Prepare Proposals
    Compare quotes against submissions
    Sending documents for signature via DocuSign
    Identify insurance requirement wording within client contracts
    Review and summarizing of coverage contained in client legacy insurance policies
    Supporting Senior Account Executives and Strategic Sales Members
    Communication of binders and carrier correspondence to/from account management team
    Coordination of printed presentation materials
    Documentation of marketing correspondence
    Teamwork
    Function as team member of the Agency Workforce to ensure superior service to all MMA Clients.

    These activities include but are not limited to:
    Perform tasks assigned by SAE team members
    Attend meetings with Risk Management Team as appropriate.
    Treat clients, prospects, and company employees with courtesy and respect.
    Contribute to a team approach toward meeting goals and providing excellent client service.
    Coordinate and monitor usage and quality of outsourcing teams
    Demonstrate cooperation and effective communication with clients, vendors and co-workers.
    Ability to support the SAE team effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
    Other duties as requested by members of SAE team
    Provides guidance / quality check for other's work
    Technical Expertise
    Demonstrate the technical expertise to assist in maintaining the Client Insurance Program.

    These duties include but are not limited to:
    Obtain insurance designations of CIC or equivalent
    Communicate with insurance carriers as needed
    Communicate with clients as needed
    Demonstrated success in servicing multiple client new and renewal business under mentorship of team members

    REQUIREMENTS:

    Education:
    College Degree, preferred
    P&C License preferred
    3 to 5 years of experience in commercial accounts preferred
    Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.
    Operational knowledge of various Windows-based application programs such as Excel and Word
    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, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs.

    For more information about our company, please visit us at:

    .

    #J-18808-Ljbffr
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