- Carry out ongoing client service functions in partnership with the Account Executive and Producer, including, but not limited to:
- Renewal Checklist Procedures
- Binder Checklist Procedures
- Carry out Service Calendar tasks
- Insurance Binders, Binder Letters
- Data entry into Sagitta
- Draft client proposals, charts and presentations
- Ensure coverage standards and identify coverage deficiencies
- Track Stewardship Activities
- Billing and Invoicing
- Prepare ModMaster Calculations
- Maintain Exposure Schedules
- Review for accuracy completed applications
- Transmission of information to clients and insurance companies
- Secure subjectivities and binding documents from Client
- Bind with carriers, obtaining binding confirmation and policy details
- Troubleshoot on accounting issues
- Preparing pre-renewal information
- Directly responsible for Certificates of Insurance, Auto ID Cards, Endorsements, and coordination of these tasks with outsourcing resources
- Coordinating the serving of accounts with the Practice Leader and Account Executive
- Working as directed with outside vendor services
- Other duties assigned
- 5+ years of client service experience in the insurance brokerage business
- Must have experience with New York Construction industry clients
- Must be well organized with excellent math, written and oral communication skills. Must possess strong technical skills.
- High School Diploma. A college degree in Business Administration, Risk Management, Finance or Insurance Management highly preferred.
- Must possess Property/Casualty Agent's/Broker's license
- Must be proficient with Microsoft Office (Word, Excel, PowerPoint)
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
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Account Manager, Property and Casualty Construction Team - Melville, United States - Marsh McLennan Agency
Description
Account Manager, P&C Construction Team
The Account Manager reports to the Account Executive and as a team ensures consistent implementation of the MMA Service and Operational standards. The Account Manager interacts with clients, insurance markets, outside relationships, accounting, marketing, claims, loss control, and management to provide exceptional service. They maintain client relationships and collaborate closely with MMA producers, working together to proactively service accounts.
ESSENTIAL DUTIES AND RESPONSIBILITIES
QUALIFICATIONS
We value and respect the impact our colleagues make every day both inside and outside our organization. We've 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:
To learn more about a career at MMA, check us out online: or flip through our recruiting brochure:
Follow us on social media to meet our colleagues and see what makes us tick:
The applicable base salary range for this role is $56,400 to $120,500. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. 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 wellbeing 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.
